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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 %
CTWM
2176
Cherry Tree Wealth Management
Minnesota
$9.85K – – –
HFS
2177
Horizon Financial Services
North Carolina
$9.73K – – –
NA
2178
Nordwand Advisors
Pennsylvania
$9.65K – – –
PWM
2179
Partnership Wealth Management
Maryland
$9.26K – – –
JGIA
2180
Jackson Grant Investment Advisers
Connecticut
$9.26K – – –
PIS
2181
POM Investment Strategies
North Carolina
$9.19K +$9.19K +118 New
FP
2182
Financial Perspectives
Minnesota
$9K +$78 +1 +0.9%
FC
2183
Family CFO
California
$8.95K – – –
IA
2184
IFS Advisors
Kansas
$8.72K – – –
AWM
2185
Activest Wealth Management
Florida
$8.5K +$857 +11 +11%
CIAS
2186
CBIZ Investment Advisory Services
Ohio
$8.33K – – –
AA
2187
Addison Advisors
Vermont
$8.33K +$5.29K +68 +174%
DWA
2188
Delos Wealth Advisors
Texas
$8.02K – – –
HB
2189
Horizon Bancorp
Indiana
$8K – – –
FG
2190
Fairman Group
Pennsylvania
$7.87K – – –
GWSA
2191
Global Wealth Strategies & Associates
Colorado
$7.55K – – –
RWM
2192
Ruedi Wealth Management
Illinois
$7.55K +$5.68K +73 +304%
CAM
2193
Creekmur Asset Management
Illinois
$7.47K -$779 -10 -9%
PA
2194
Pineridge Advisors
Missouri
$7.01K -$2.26K -29 -24%
KFP
2195
Keener Financial Planning
Texas
$7K – – –
PCM
2196
Penserra Capital Management
California
$7K – – –
SGC
2197
Slocum, Gordon & Co
Rhode Island
$6.85K -$9.19K -118 -57%
VWA
2198
Valued Wealth Advisors
Utah
$6.62K -$623 -8 -9%
FFA
2199
Frazier Financial Advisors
Ohio
$6.31K -$4.29K -55 -40%
MAM
2200
Marquette Asset Management
Minnesota
$6.23K – – –
86 87
88
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