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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 %
SC
2126
Solstein Capital
California
$24.8K – – –
LOIP
2127
Live Oak Investment Partners
Texas
$24.5K – – –
RFG
2128
RFP Financial Group
Georgia
$24.1K -$81.4K -1,046 -77%
DIP
2129
DT Investment Partners
Pennsylvania
$23.9K – – –
RDIA
2130
RE Dickinson Investment Advisors
Iowa
$23.7K – – –
VAG
2131
VisionPoint Advisory Group
Texas
$23.7K +$15.2K +195 +179%
MSG
2132
Main Street Group
Virginia
$23.6K – – –
SR
2133
Syntax Research
Florida
$23.4K – – –
MWA
2134
Moser Wealth Advisors
Washington
$23.4K – – –
T
2135
Tidemark
California
$23.2K +$6.07K +78 +35%
ZC
2136
Zeit Capital
Colorado
$23K – – –
KPP
2137
Kings Path Partners
Texas
$23K +$23K +296 New
FFO
2138
Fortitude Family Office
Arizona
$23K -$4.67K -60 -17%
LB
2139
Legacy Bridge
Iowa
$23K – – –
FWM
2140
Focused Wealth Management
New York
$21.8K +$21.8K +280 New
FW
2141
Fairway Wealth
Ohio
$21.8K +$11.6K +149 +115%
RTL
2142
Red Tortoise LLC
Georgia
$21.5K – – –
TCPG
2143
Trivant Custom Portfolio Group
California
$21.4K -$13.2K -170 -38%
APW
2144
Acima Private Wealth
Virginia
$20.3K – – –
WAG
2145
Wiser Advisor Group
Arizona
$20.1K +$5.58K +72 +39%
IFS
2146
Intelligent Financial Strategies
Minnesota
$20.1K -$156 -2 -0.8%
CWA
2147
Carolina Wealth Advisors
South Carolina
$19.9K – – –
TCM
2148
TD Capital Management
Tennessee
$19.7K +$156 +2 +0.8%
CWM
2149
Cranbrook Wealth Management
Michigan
$19.5K – – –
WOSD
2150
WFA of San Diego
California
$19.5K +$19.5K +250 New
84 85
86
87 88