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Starbucks
SBUX

Overview Fund Activity

2,427 hedge funds and large institutions have $74.7B invested in Starbucks in 2024 Q1 according to their latest regulatory filings, with 170 funds opening new positions, 1,007 increasing their positions, 993 reducing their positions, and 154 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,427
Holders Change
-18
Holders Change %
-0.74%
% of All Funds
35.18%
Holding in Top 10
33
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-21.43%
% of All Funds
0.48%
New
170
Increased
1,007
Reduced
993
Closed
154
Calls
$2.17B
Puts
$1.77B
Net Calls
+$400M
Net Calls Change
+$249M

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$838M
2
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
+$415M
3
Flossbach Von Storch
Flossbach Von Storch
Germany
+$265M
4
Capital World Investors
Capital World Investors
California
+$258M
5
VanEck Associates
VanEck Associates
New York
+$189M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.55B
2
PIF
Public Investment Fund
Saudi Arabia
-$606M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$432M
4
AIM
Alphinity Investment Management
Australia
-$342M
5
Renaissance Technologies
Renaissance Technologies
New York
-$294M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
2076
PBMares Wealth Management
Virginia
$226K +$7.22K +79 +3%
AFG
2077
ABLE Financial Group
Arizona
$226K -$32.8K -359 -13%
CSIA
2078
Charles Schwab Investment Advisory
California
$226K +$6.4K +70 +3%
SOS
2079
Silver Oak Securities
Tennessee
$226K -$26.2K -287 -10%
RHJA
2080
Rice Hall James & Associates
California
$226K – – –
FIB
2081
First Interstate Bank
Montana
$225K -$25.6K -280 -10%
YWS
2082
Yarger Wealth Strategies
Ohio
$224K -$731 -8 -0.3%
AA
2083
AJ Advisors
Tennessee
$224K +$4.57K +50 +2%
GJCM
2084
Grand Jean Capital Management
California
$223K +$223K +2,437 New
KCM
2085
Kathmere Capital Management
Pennsylvania
$222K +$2.65K +29 +1%
AOWM
2086
Alpha Omega Wealth Management
Virginia
$222K -$7.4K -81 -3%
PL
2087
Plancorp LLC
Missouri
$221K +$17.1K +187 +8%
OFW
2088
Omnia Family Wealth
Florida
$221K +$19.6K +215 +10%
OBWG
2089
Onyx Bridge Wealth Group
New York
$221K -$2.47K -28 -1%
MA
2090
MCF Advisors
Kentucky
$220K -$2.47K -27 -1%
MTWM
2091
Masso Torrence Wealth Management
New Jersey
$220K +$17.1K +187 +8%
NCM
2092
Northwest Capital Management
Oregon
$220K – – –
FAG
2093
Financial Advisory Group
Texas
$219K – – –
IWP
2094
Invenio Wealth Partners
Florida
$218K +$22.5K +246 +12%
WC
2095
Waterloo Capital
Texas
$217K -$31K -339 -12%
BSSFA
2096
Baron Silver Stevens Financial Advisors
Florida
$217K +$8.96K +98 +4%
AFG
2097
Allegheny Financial Group
Pennsylvania
$216K -$19.7K -216 -8%
PHAM
2098
Palisades Hudson Asset Management
Florida
$215K – – –
HCA
2099
Harbour Capital Advisors
Virginia
$215K – – –
WAG
2100
Wallace Advisory Group
California
$215K -$161K -1,675 -43%
82 83
84
85 86