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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
32.54%
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 %
PCG
2426
Prosperity Consulting Group
Maryland
– -$268K -2,930 Closed
TW
2427
Transform Wealth
Colorado
– -$268K -2,929 Closed
WDG
2428
Wealth Dimensions Group
Ohio
– -$267K -2,922 Closed
SFS
2429
Summit Financial Strategies
Ohio
– -$267K -2,919 Closed
RCWM
2430
Royal Capital Wealth Management
Indiana
– -$265K -2,901 Closed
CWA
2431
CM Wealth Advisors
Ohio
– -$210K -2,899 Closed
BW
2432
BIP Wealth
Georgia
– -$263K -2,877 Closed
PCA
2433
Pallas Capital Advisors
Massachusetts
– -$259K -2,834 Closed
LWL
2434
Leo Wealth LLC
Texas
– -$257K -2,815 Closed
ES
2435
Eagle Strategies
New York
– -$257K -2,810 Closed
SRC
2436
Sage Rhino Capital
California
– -$256K -2,800 Closed
G
2437
GenTrust
Florida
– -$256K -2,800 Closed
LA
2438
Lifeworks Advisors
Michigan
– -$252K -2,753 Closed
IA
2439
Insight Advisors
Pennsylvania
– -$248K -2,717 Closed
RFS
2440
Richardson Financial Services
Massachusetts
– -$248K -2,715 Closed
SHGA
2441
Sand Hill Global Advisors
California
– -$248K -2,709 Closed
FF
2442
Francis Financial
– -$247K -2,706 Closed
RWM
2443
Rockline Wealth Management
New York
– -$245K -2,682 Closed
FFG
2444
Frisch Financial Group
New York
– -$244K -2,669 Closed
LGWM
2445
Litman Gregory Wealth Management
California
– -$244K -2,667 Closed
PAMG
2446
Patton Albertson Miller Group
Tennessee
– -$242K -2,651 Closed
NAS
2447
Nicolet Advisory Services
Wisconsin
– -$229K -2,633 Closed
FPCP
2448
Fort Point Capital Partners
California
– -$241K -2,632 Closed
HWM
2449
Horizon Wealth Management
Illinois
– -$240K -2,629 Closed
MFWP
2450
Mosaic Family Wealth Partners
Missouri
– -$240K -2,625 Closed
96 97
98
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