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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 %
TCM
1226
Telos Capital Management
California
$859K -$72.1K -740 -8%
FCM
1227
Fairbanks Capital Management
California
$854K +$48.5K +497 +6%
LAM
1228
LifePro Asset Management
California
$853K +$853K +8,746 New
IAS
1229
IMA Advisory Services
Colorado
$848K +$848K +8,700 New
HSA
1230
HBK Sorce Advisory
Pennsylvania
$844K -$101K -1,036 -11%
TBWA
1231
Three Bridge Wealth Advisors
California
$843K +$33K +339 +4%
GS
1232
Gagnon Securities
New York
$842K -$82.4K -845 -9%
RB
1233
Renasant Bank
Mississippi
$841K +$841K +8,622 New
DFA
1234
Davies Financial Advisors
California
$840K -$44.3K -454 -5%
MFG
1235
Monumental Financial Group
Maryland
$840K -$130K -1,334 -13%
CS
1236
Cannell & Spears
New York
$839K -$68.2K -700 -8%
SWM
1237
Sendero Wealth Management
Texas
$839K -$97 -1 -0%
GFS
1238
GYL Financial Synergies
Connecticut
$837K +$11K +113 +1%
WBCM
1239
Wilson & Boucher Capital Management
California
$836K – – –
CP
1240
Capital Planning
Washington
$834K +$33.9K +348 +4%
UCB
1241
United Community Bank
South Carolina
$830K -$1.46K -15 -0.2%
GL
1242
Graypoint LLC
New York
$824K +$146K +1,498 +22%
VCP
1243
Verus Capital Partners
Arizona
$823K -$167K -1,710 -17%
FAG
1244
Fortitude Advisory Group
Washington
$822K -$179K -1,835 -18%
MAWA
1245
Moss Adams Wealth Advisors
Washington
$820K +$131K +1,342 +19%
CFM
1246
Catalyst Funds Management
Australia
$819K +$819K +8,400 New
PVM
1247
Palogic Value Management
Texas
$819K +$63.5K +651 +8%
TIM
1248
Tevis Investment Management
Texas
$815K +$118K +1,209 +17%
TWM
1249
TriaGen Wealth Management
California
$814K -$4K -41 -0.5%
LW
1250
Linscomb Wealth
Texas
$812K -$119K -1,218 -13%
48 49
50
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