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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
33.46%
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
$4.46B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.77B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.82B
4
Wellington Management Group
Wellington Management Group
Massachusetts
$1.48B
5
Fidelity Investments
Fidelity Investments
Massachusetts
$1.93B

Top Sellers

1
Barclays
Barclays
United Kingdom
$693M
2
Citadel Advisors
Citadel Advisors
Florida
$15M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$16.6M
4
Stifel Financial
Stifel Financial
Missouri
$86M
5
Marshall Wace
Marshall Wace
United Kingdom
$1.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
Kovitz Investment Group Partners
426
Kovitz Investment Group Partners
Illinois
$8.3M +$3.24M +40,915 +64%
AG
427
AIA Group
Hong Kong
$8.23M +$4.51M +46,236 +121%
PCC
428
Park Circle Company
Maryland
$8.22M – – –
SAM
429
SP Asset Management
California
$8.2M +$1.98M +20,293 +32%
BIAS
430
Beacon Investment Advisory Services
New Jersey
$8.18M -$1.33M -13,618 -14%
KPWS
431
Kestra Private Wealth Services
Texas
$8.18M -$1.89M -19,390 -19%
SYBT
432
Stock Yards Bank & Trust
Kentucky
$8.12M -$568K -5,828 -7%
SFA
433
Sequoia Financial Advisors
Ohio
$8.08M +$200K +2,054 +3%
CCMINC
434
Cardinal Capital Management Inc (North Carolina)
North Carolina
$8.01M +$163K +1,672 +2%
AFG
435
Argent Financial Group
Louisiana
$7.98M +$7.98M +81,820 New
MWM
436
Marietta Wealth Management
Georgia
$7.9M +$520K +5,336 +7%
FG
437
Fiduciary Group
Georgia
$7.88M -$98.6K -1,011 -1%
DC
438
Davenport & Co
Virginia
$7.86M -$1.43M -14,673 -15%
LIP
439
Lighthouse Investment Partners
Florida
$7.86M -$8.62M -88,417 -52%
AAS
440
Avantax Advisory Services
Texas
$7.83M -$834K -8,552 -10%
FPFS
441
First Personal Financial Services
North Carolina
$7.72M -$19.7K -202 -0.3%
AC
442
Addenda Capital
Quebec, Canada
$7.71M +$292 +3 +0%
FIM
443
Fruth Investment Management
Texas
$7.71M -$39K -400 -0.5%
KRS
444
Kentucky Retirement Systems
Kentucky
$7.7M -$625K -6,411 -8%
VA
445
Vident Advisory
Georgia
$7.69M -$3.45M -35,434 -31%
Connor, Clark & Lunn Investment Management (CC&L)
446
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$7.67M +$7.67M +78,724 New
IFWM
447
Institute for Wealth Management
Colorado
$7.66M -$14.1K -145 -0.2%
PS
448
Principal Securities
Iowa
$7.57M +$907K +9,308 +14%
PP
449
Prudential plc
United Kingdom
$7.51M +$728K +7,471 +11%
Squarepoint
450
Squarepoint
New York
$7.43M -$22.3M -228,376 -75%
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