SBUX icon

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 %
RFG
2201
RFP Financial Group
Georgia
$124K +$10.5K +115 +9%
BHWM
2202
Beaird Harris Wealth Management
Texas
$121K +$3.65K +40 +3%
W
2203
WealthCollab
Washington
$119K – – –
ATC
2204
Advantage Trust Company
Kansas
$118K – – –
HCP
2205
Hexagon Capital Partners
Arkansas
$114K +$4.75K +52 +4%
BCMLT
2206
Beacon Capital Management LLC (Tennessee)
Tennessee
$114K +$1.55K +17 +1%
JEST
2207
JTC Employer Solutions Trustee
Jersey
$114K – – –
GJIA
2208
Glass Jacobson Investment Advisors
Maryland
$114K – – –
BAM
2209
Byrne Asset Management
New Jersey
$112K -$51.6K -565 -32%
PCMC
2210
Planning Capital Management Corporation
Pennsylvania
$110K +$457 +5 +0.4%
PWMG
2211
Private Wealth Management Group
New Jersey
$109K -$21.6K -236 -16%
TIM
2212
Tortoise Investment Management
New York
$106K -$4.84K -53 -4%
GBT
2213
Grove Bank & Trust
Florida
$106K -$6.76K -74 -6%
FMTCOCP
2214
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$102K -$6.32K -69 -6%
LWA
2215
Lowe Wealth Advisors
Maryland
$101K – – –
DFA
2216
DHJJ Financial Advisors
Illinois
$100K – – –
CCA
2217
Catalyst Capital Advisors
New York
$98.4K +$91 +1 +0.1%
GTAM
2218
Global Trust Asset Management
Florida
$98K – – –
LF
2219
LifeSteps Financial
California
$96.4K +$96.4K +1,055 New
EWM
2220
Evermay Wealth Management
Virginia
$95.8K +$44.9K +491 +88%
GG
2221
Gleason Group
Kentucky
$93.9K +$548 +6 +0.6%
HCM
2222
Highlander Capital Management
New Jersey
$91.4K – – –
PCM
2223
Palouse Capital Management
Washington
$91.4K +$91.4K +1,000 New
PSB
2224
Piscataqua Savings Bank
New Hampshire
$90K – – –
NF
2225
Norwood Financial
Pennsylvania
$88.6K -$4.57K -50 -5%
87 88
89
90 91