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Starbucks
SBUX

Overview Fund Activity

2,313 hedge funds and large institutions have $83.6B invested in Starbucks in 2024 Q3 according to their latest regulatory filings, with 269 funds opening new positions, 755 increasing their positions, 1,078 reducing their positions, and 165 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,313
Holders Change
+76
Holders Change %
+3.4%
% of All Funds
33.45%
Holding in Top 10
34
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+54.55%
% of All Funds
0.49%
New
269
Increased
755
Reduced
1,078
Closed
165
Calls
$4.28B
Puts
$3.53B
Net Calls
+$741M
Net Calls Change
+$941M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$4.03B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.16B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$804M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$741M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$684M

Top Sellers

1
Barclays
Barclays
United Kingdom
-$1.61B
2
Citadel Advisors
Citadel Advisors
Florida
-$446M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$381M
4
Stifel Financial
Stifel Financial
Missouri
-$357M
5
Marshall Wace
Marshall Wace
United Kingdom
-$326M
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
1201
Copperleaf Capital
North Carolina
$929K -$14.9K -153 -2%
KMWM
1202
Keudell/Morrison Wealth Management
Oregon
$926K +$5.95K +61 +0.6%
EW
1203
Evoke Wealth
California
$923K +$923K +9,465 New
SIS
1204
Sound Income Strategies
Florida
$922K +$7.9K +81 +0.9%
SFG
1205
Synergy Financial Group
California
$920K -$25K -256 -3%
KNW
1206
Kesler Norman & Wride
Utah
$917K -$623K -6,389 -40%
RL
1207
Rogco LP
Oklahoma
$916K -$526K -5,399 -36%
ILI
1208
Invesco LLC (Illinois)
Illinois
$910K +$26.4K +271 +3%
AFT
1209
Alpha Family Trust
California
$908K +$908K +9,310 New
WAM
1210
Winslow Asset Management
Ohio
$907K -$9.65K -99 -1%
CST
1211
Charles Schwab Trust
Nevada
$902K -$8.09K -83 -0.9%
FSCM
1212
Front Street Capital Management
Montana
$900K -$67K -687 -7%
FPWM
1213
FSB Premier Wealth Management
Iowa
$898K +$274K +2,806 +44%
MCM
1214
Manchester Capital Management
Vermont
$893K +$27.1K +278 +3%
GM
1215
GeoWealth Management
Illinois
$893K +$231K +2,373 +35%
SMA
1216
Sage Mountain Advisors
Georgia
$892K +$45.2K +464 +5%
RIA
1217
Regal Investment Advisors
Michigan
$888K -$75.8K -778 -8%
PWP
1218
Precedent Wealth Partners
Texas
$884K +$142K +1,455 +19%
SLI
1219
Sumitomo Life Insurance
Japan
$882K -$9.07K -93 -1%
FCA
1220
FLC Capital Advisors
California
$877K -$7.31K -75 -0.8%
JIP
1221
Jaffetilchin Investment Partners
Florida
$876K +$86.4K +886 +11%
CWM
1222
Chemistry Wealth Management
New York
$868K +$19.3K +198 +2%
WAG
1223
Winthrop Advisory Group
Massachusetts
$867K +$84.2K +864 +11%
CSA
1224
Cottage Street Advisors
Massachusetts
$865K -$124K -1,276 -13%
CA
1225
Continuum Advisory
Idaho
$861K +$135K +1,364 +19%
47 48
49
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