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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 %
WPWM
2176
Western Pacific Wealth Management
Illinois
$176K -$22.3K -244 -11%
SWM
2177
Sugarloaf Wealth Management
Georgia
$176K +$731 +8 +0.4%
EBA
2178
Eagle Bay Advisors
New York
$175K +$46.2K +506 +36%
FRA
2179
Front Row Advisors
California
$174K – – –
CFD
2180
Creative Financial Designs
Indiana
$174K -$5.3K -58 -3%
DWA
2181
Dougherty Wealth Advisers
Minnesota
$171K -$87.9K -962 -34%
USB
2182
Union Savings Bank
Connecticut
$170K -$8.13K -89 -5%
WOC
2183
West Oak Capital
California
$166K – – –
CT
2184
Clearstead Trust
Maine
$163K +$4.57K +50 +3%
EC
2185
EntryPoint Capital
New York
$161K +$52K +569 +48%
PMFA
2186
Plante Moran Financial Advisors
Michigan
$160K -$190K -2,078 -54%
GWP
2187
Gen-Wealth Partners
Michigan
$158K +$158K +1,728 New
GFPC
2188
Global Financial Private Client
Florida
$157K +$7.14K +78 +5%
CWM
2189
Compass Wealth Management
Connecticut
$156K +$59K +646 +61%
ACM
2190
Aquatic Capital Management
Illinois
$155K -$13.6M -148,400 -99%
OPTFSNA
2191
Old Point Trust & Financial Services N A
Virginia
$153K +$9.51K +104 +7%
VCM
2192
Versant Capital Management
Arizona
$152K +$11.2K +122 +8%
SCM
2193
Silvant Capital Management
Georgia
$147K – – –
LIA
2194
Luken Investment Analytics
Tennessee
$146K – – –
RA
2195
Rise Advisors
New York
$140K +$62.7K +686 +81%
BIM
2196
Breakwater Investment Management
Washington
$138K +$138K +1,513 New
CLOS
2197
Compagnie Lombard Odier SCmA
Switzerland
$133K +$38.7K +424 +41%
CPG
2198
Cornerstone Planning Group
New Jersey
$130K -$18.5K -253 -12%
SWC
2199
Spectrum Wealth Counsel
Indiana
$128K -$5.39K -59 -4%
QL
2200
Quarry LP
New York
$126K +$23.8K +260 +23%
86 87
88
89 90