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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
$1.84B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$588M
3
Citadel Advisors
Citadel Advisors
Florida
$368M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$487M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$317M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$517M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$12.6M
3
GA
GFS Advisors
Texas
$6.43M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$235M
5
Invesco
Invesco
Georgia
$678M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
2451
Synergy Asset Management
Washington
– -$239K -2,620 Closed
WP
2452
WealthPLAN Partners
Nebraska
– -$237K -2,598 Closed
SFA
2453
Souders Financial Advisors
Ohio
– -$236K -2,585 Closed
HA
2454
Hofer & Associates
California
– -$235K -2,569 Closed
1IA
2455
1834 Investment Advisors
Wisconsin
– -$235K -2,568 Closed
AWAG
2456
ARS Wealth Advisors Group
Florida
– -$233K -2,549 Closed
FCM
2457
Fourpath Capital Management
Oklahoma
– -$233K -2,545 Closed
CWM
2458
Campbell Wealth Management
Virginia
– -$232K -2,544 Closed
FCB
2459
First County Bank
Connecticut
– -$232K -2,539 Closed
VF
2460
Vest Financial
Virginia
– -$232K -2,539 Closed
CIC
2461
Cornercap Investment Counsel
Georgia
– -$230K -2,521 Closed
MIC
2462
Maxi Investments CY
Cyprus
– -$230K -2,518 Closed
HWP
2463
Hibernia Wealth Partners
Louisiana
– -$229K -2,504 Closed
IDBONY
2464
Israel Discount Bank of New York
New York
– -$228K -2,500 Closed
OBWG
2465
Onyx Bridge Wealth Group
New York
– -$221K -2,499 Closed
ZAM
2466
Zevin Asset Management
Massachusetts
– -$228K -2,493 Closed
M1FG
2467
Mach-1 Financial Group
Arkansas
– -$227K -2,483 Closed
PWM
2468
PBMares Wealth Management
Virginia
– -$226K -2,476 Closed
AFG
2469
ABLE Financial Group
Arizona
– -$226K -2,475 Closed
CSIA
2470
Charles Schwab Investment Advisory
California
– -$226K -2,474 Closed
RHJA
2471
Rice Hall James & Associates
California
– -$226K -2,468 Closed
FIB
2472
First Interstate Bank
Montana
– -$225K -2,467 Closed
YWS
2473
Yarger Wealth Strategies
Ohio
– -$224K -2,450 Closed
AA
2474
AJ Advisors
Tennessee
– -$224K -2,447 Closed
GJCM
2475
Grand Jean Capital Management
California
– -$223K -2,437 Closed
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99
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