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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 %
HB
551
HTLF Bank
Colorado
$5.23M -$21K -215 -0.4%
LSWM
552
Lorne Steinberg Wealth Management
Canada
$5.16M +$661K +6,785 +15%
CCG
553
Cloverfields Capital Group
Minnesota
$5.15M -$498K -5,110 -9%
AMM
554
American Money Management
California
$5.14M -$85.8K -880 -2%
SC
555
Sepio Capital
Utah
$5.11M -$182K -1,867 -3%
GCA
556
Guardian Capital Advisors
Ontario, Canada
$5.1M +$129K +1,325 +3%
DFO
557
Duquesne Family Office
New York
$5.1M +$5.1M +52,305 New
WG
558
Winton Group
United Kingdom
$5.06M +$1.79M +18,344 +55%
VWM
559
Valley Wealth Managers
New Jersey
$5.04M +$116K +1,192 +2%
MDCM
560
Morgan Dempsey Capital Management
Wisconsin
$5.03M +$778K +7,978 +18%
TG
561
TCW Group
California
$5.01M +$3.46M +35,515 +223%
Fiera Capital (Canada)
562
Fiera Capital (Canada)
Quebec, Canada
$4.95M +$601K +6,163 +14%
BFW
563
Brady Family Wealth
Missouri
$4.94M -$199K -2,037 -4%
BRWA
564
B. Riley Wealth Advisors
Florida
$4.91M -$349K -3,597 -7%
FCT
565
Family Capital Trust
Massachusetts
$4.9M -$4.1K -42 -0.1%
PFS
566
Prospera Financial Services
Texas
$4.89M -$414K -4,241 -8%
CIA
567
Concurrent Investment Advisors
Florida
$4.88M +$287K +2,949 +6%
IA
568
IFP Advisors
Florida
$4.85M -$1.36M -13,919 -22%
First Eagle Investment Management
569
First Eagle Investment Management
New York
$4.85M -$39K -400 -0.8%
PMG
570
ProVise Management Group
Florida
$4.85M +$20.4K +209 +0.4%
MCC
571
Money Concepts Capital
Florida
$4.85M -$599K -6,143 -11%
OIA
572
OneDigital Investment Advisors
Kansas
$4.82M +$744K +7,636 +18%
ASN
573
Advisory Services Network
Georgia
$4.8M – – –
JSP
574
Jackson Square Partners
California
$4.79M +$4.79M +49,082 New
Luther King Capital Management (LKCM)
575
Luther King Capital Management (LKCM)
Texas
$4.78M -$1.2M -12,288 -20%
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