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Starbucks
SBUX

Overview Fund Activity

2,237 hedge funds and large institutions have $65.7B invested in Starbucks in 2024 Q2 according to their latest regulatory filings, with 158 funds opening new positions, 809 increasing their positions, 1,062 reducing their positions, and 313 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,237
Holders Change
-190
Holders Change %
-7.83%
% of All Funds
32.53%
Holding in Top 10
22
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-33.33%
% of All Funds
0.32%
New
158
Increased
809
Reduced
1,062
Closed
313
Calls
$2.82B
Puts
$3.02B
Net Calls
-$200M
Net Calls Change
-$600M

Top Buyers

1
Barclays
Barclays
United Kingdom
+$1.15B
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$577M
3
Citadel Advisors
Citadel Advisors
Florida
+$326M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$275M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$271M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$487M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$357M
3
GA
GFS Advisors
Texas
-$239M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$224M
5
Invesco
Invesco
Georgia
-$218M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCMLT
2076
Beacon Capital Management LLC (Tennessee)
Tennessee
$44.2K -$52.9K -680 -54%
MRCM
2077
M&R Capital Management
New Jersey
$44.1K +$10.4K +134 +31%
FGA
2078
Fortis Group Advisors
New Jersey
$43.6K – – –
SAM
2079
S.A. Mason
Michigan
$43.4K +$43.4K +558 New
WWM
2080
Wolff Wiese Magana
California
$42K +$1.17K +15 +3%
FFA
2081
Fairfield Financial Advisors
Massachusetts
$41.1K +$41.1K +528 New
AWM
2082
Ameliora Wealth Management
Switzerland
$38.9K – – –
BI
2083
Bramshill Investments
Florida
$38.9K +$38.9K +500 New
WFA
2084
West Financial Advisors
Iowa
$38.7K – – –
KA
2085
Kozak & Associates
Colorado
$38.3K +$229 +3 +0.6%
OWA
2086
Opal Wealth Advisors
New York
$38.1K +$38.1K +489 New
SP
2087
SWS Partners
Ohio
$37.2K +$37.2K +477 New
CSWM
2088
Cassady Schiller Wealth Management
Ohio
$36.1K – – –
SIS
2089
Strategic Investment Solutions
Illinois
$35.9K +$35.9K +325 New
ACM
2090
Anfield Capital Management
California
$35.7K +$3.04K +39 +9%
AP
2091
Aspect Partners
Virginia
$35.3K +$156 +2 +0.4%
EWM
2092
Evermay Wealth Management
Virginia
$35.3K -$46.4K -595 -57%
PWMG
2093
Prestige Wealth Management Group
New Jersey
$35.1K -$143K -1,840 -80%
BMC
2094
Bear Mountain Capital
Washington
$34.4K -$7.86K -105 -19%
HWM
2095
HighMark Wealth Management
Minnesota
$34.4K – – –
SWC
2096
Spectrum Wealth Counsel
Indiana
$33.5K -$75.7K -972 -69%
RCM
2097
Raleigh Capital Management
North Carolina
$33.5K -$4.05K -52 -11%
CP
2098
Camelot Portfolios
Ohio
$32.6K +$32.6K +419 New
POIA
2099
Pin Oak Investment Advisors
Texas
$32K +$3.36K +43 +12%
OLVIG
2100
Oliver Lagore Vanvalin Investment Group
Michigan
$31.9K -$8.8K -113 -22%
82 83
84
85 86