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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 %
OW
2101
Olistico Wealth
Oklahoma
$31.2K +$31.2K +401 New
DMIC
2102
Dixon Mitchell Investment Counsel
British Columbia, Canada
$31.1K -$7.79K -100 -20%
KLWA
2103
Kelly Lawrence W & Associates
California
$31.1K – – –
SA
2104
SRH Advisors
Kansas
$31.1K – – –
GKIM
2105
GW&K Investment Management
Massachusetts
$31K +$554 +7 +2%
FCG
2106
Financial Connections Group
California
$31K +$31K +400 New
MWA
2107
MFA Wealth Advisors
Pennsylvania
$30.6K +$30.6K +393 New
BIA
2108
Bell Investment Advisors
California
$30.4K -$7.16K -92 -19%
MTIC
2109
Missouri Trust & Investment Company
Missouri
$29.2K -$18.7K -240 -39%
JWM
2110
Janiczek Wealth Management
Colorado
$29.1K -$701 -9 -2%
EA
2111
Evolution Advisers
Virginia
$29K – – –
BFPW
2112
BOK Financial Private Wealth
Colorado
$28.6K -$1.3M -16,641 -98%
FCT
2113
First Community Trust
Iowa
$28.3K – – –
CA
2114
Centerpoint Advisors
Massachusetts
$28K -$13.1K -168 -32%
PCWA
2115
Pacific Capital Wealth Advisors
California
$27.9K +$22.3K +286 +392%
DRS
2116
Deane Retirement Strategies
Louisiana
$27K -$3.78M -28,849 -99%
HGA
2117
Hobbs Group Advisors
South Carolina
$26.8K +$26.8K +344 New
SC
2118
Stephens Consulting
Michigan
$26.1K +$21.7K +279 +498%
MBFW
2119
Morton Brown Family Wealth
Pennsylvania
$26K – – –
NMG
2120
New Millennium Group
Utah
$26K +$26K +334 New
CIR
2121
Clear Investment Research
Georgia
$26K +$78 +1 +0.3%
MWM
2122
Mascoma Wealth Management
New Hampshire
$25.9K – – –
AWM
2123
Atticus Wealth Management
Florida
$25.7K – – –
DF
2124
DecisionPoint Financial
Arizona
$25.3K – – –
CCMW
2125
Cypress Capital Management (Wyoming)
Wyoming
$25.2K – – –
83 84
85
86 87