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Starbucks
SBUX

Overview Fund Activity

2,375 hedge funds and large institutions have $81.8B invested in Starbucks in 2024 Q4 according to their latest regulatory filings, with 271 funds opening new positions, 779 increasing their positions, 1,077 reducing their positions, and 168 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,375
Holders Change
+62
Holders Change %
+2.68%
% of All Funds
31.62%
Holding in Top 10
26
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-23.53%
% of All Funds
0.35%
New
271
Increased
779
Reduced
1,077
Closed
168
Calls
$3.89B
Puts
$2.91B
Net Calls
+$975M
Net Calls Change
+$234M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$837M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$488M
3
Citadel Advisors
Citadel Advisors
Florida
+$434M
4
Viking Global Investors
Viking Global Investors
Connecticut
+$336M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$325M

Top Sellers

1
DZ Bank
DZ Bank
Germany
-$409M
2
Bank of America
Bank of America
North Carolina
-$390M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$359M
4
Winslow Capital Management
Winslow Capital Management
Minnesota
-$330M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$300M
Name Holding Trade Value Shares
Change 		Shares
Change %
SF
676
Summit Financial
New Jersey
$3.22M -$418K -4,583 -11%
MPIM
677
McGinn Penninger Investment Management
Virginia
$3.21M +$223K +2,445 +7%
WWA
678
WCG Wealth Advisors
Nevada
$3.19M -$186K -2,034 -6%
GAM
679
Generali Asset Management
Italy
$3.18M +$3.18M +34,859 New
FWCM
680
Ferguson Wellman Capital Management
Oregon
$3.17M -$405K -4,442 -11%
TAI
681
Terra Alpha Investments
District of Columbia
$3.16M +$3.16M +34,630 New
RWP
682
RWA Wealth Partners
Massachusetts
$3.16M -$11.5M -125,563 -78%
PSP
683
Pacific Sage Partners
Washington
$3.14M +$275K +3,009 +10%
ET
684
Equitable Trust
Tennessee
$3.14M +$76.1K +834 +2%
NFGCM
685
Norman Fields Gottscho Capital Management
New York
$3.14M -$2.99M -32,754 -49%
EWM
686
Evercore Wealth Management
New York
$3.12M -$177K -1,935 -5%
MFS
687
Mattson Financial Services
Michigan
$3.12M +$235K +2,407 +8%
FWP
688
FAS Wealth Partners
Kansas
$3.11M +$267K +2,921 +9%
PWM
689
Perigon Wealth Management
California
$3.1M +$443K +4,689 +17%
CDDEC
690
Caisse Des Depots Et Consignations
France
$3.07M +$3.07M +33,674 New
AC
691
Allstate Corporation
Illinois
$3.07M +$3.07M +33,629 New
VAS
692
Vestmark Advisory Solutions
Massachusetts
$3.05M -$626K -6,858 -17%
PA
693
Parallel Advisors
California
$3.05M +$76.9K +843 +3%
HCM
694
Howard Capital Management
Georgia
$3.04M +$94.3K +1,033 +3%
PWW
695
Pettyjohn Wood & White
Virginia
$3.03M -$38.8K -425 -1%
MCA
696
Martin Capital Advisors
Texas
$3.02M +$72.1K +790 +2%
FAIM
697
Financial Advocates Investment Management
Washington
$3.02M -$310K -3,401 -9%
GC
698
Gould Capital
Washington
$3.02M -$48.3K -529 -2%
AC
699
Arrow Capital
Australia
$2.97M +$2.97M +32,584 New
RBC
700
Romano Brothers & Co
Illinois
$2.94M -$9.13K -100 -0.3%
26 27
28
29 30