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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 %
TCG
2251
Transcendent Capital Group
Oklahoma
$65.1K +$183 +2 +0.3%
AAG
2252
Armstrong Advisory Group
Massachusetts
$63.8K – – –
CCMI
2253
Creative Capital Management Investments
California
$63.5K – – –
RDFA
2254
Ritter Daniher Financial Advisory
Ohio
$63.3K – – –
RS
2255
Rakuten Securities
Japan
$62.4K +$10.4K +114 +20%
BC
2256
Barrett & Company
Rhode Island
$62.1K -$2.29K -25 -4%
DWS
2257
Dynamic Wealth Strategies
California
$62K – – –
CCA
2258
Criterion Capital Advisors
Tennessee
$61K -$2.1K -23 -3%
AFWM
2259
Abich Financial Wealth Management
Virginia
$58.8K +$183 +2 +0.3%
CWM
2260
CarsonAllaria Wealth Management
Illinois
$58.6K -$13.5K -148 -19%
AWM
2261
Abound Wealth Management
Tennessee
$58.4K -$5.03K -55 -8%
RFA
2262
Register Financial Advisors
Georgia
$57.9K +$57.9K +633 New
CTB
2263
Country Trust Bank
Illinois
$57.2K +$28.7K +314 +101%
MTIC
2264
Missouri Trust & Investment Company
Missouri
$56.2K -$4.57K -50 -8%
PCFFS
2265
Pacific Center for Financial Services
California
$55.8K +$8.59K +94 +18%
CYG
2266
Clean Yield Group
Vermont
$55.7K – – –
BBPWM
2267
Blue Bell Private Wealth Management
Pennsylvania
$54.9K +$274 +3 +0.5%
1IA
2268
1620 Investment Advisors
Massachusetts
$54.8K +$54.8K +33,816 New
CWA
2269
Core Wealth Advisors
Florida
$51.7K -$10.5K -115 -17%
FGA
2270
Fortis Group Advisors
New Jersey
$51.2K -$51.2K -560 -50%
CIM
2271
Contravisory Investment Management
Massachusetts
$50.3K – – –
KFS
2272
Kelly Financial Services
Massachusetts
$50K +$274 +3 +0.6%
FPF
2273
First Pacific Financial
Washington
$49K +$3.11K +34 +7%
BMC
2274
Bear Mountain Capital
Washington
$48.6K – – –
HBW
2275
Hazlett, Burt & Watson
West Virginia
$48K -$13.9K -154 -22%
89 90
91
92 93