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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 %
KPPF
751
Klein Pavlis & Peasley Financial
California
$2.88M +$134K +1,372 +5%
PWS
752
Peloton Wealth Strategists
Indiana
$2.87M -$429K -4,400 -13%
MCWS
753
McKinley Carter Wealth Services
West Virginia
$2.87M -$218K -2,237 -7%
SP
754
Stablepoint Partners
Massachusetts
$2.87M -$22.9K -235 -0.8%
MSK
755
Melissa S. Kampmann
$2.87M – – –
NL
756
NVWM LLC
Pennsylvania
$2.87M +$46.2K +474 +2%
EH
757
Equitable Holdings
New York
$2.87M -$1.67M -17,127 -37%
NP
758
NorthRock Partners
Minnesota
$2.86M -$1.27K -13 -0%
CIM
759
CIM Investment Management
Pennsylvania
$2.85M +$1.12M +11,488 +65%
CAC
760
Core Alternative Capital
Georgia
$2.84M -$818K -8,387 -22%
TCA
761
Trifecta Capital Advisors
Illinois
$2.84M +$20.9K +214 +0.7%
DWA
762
Douglass Winthrop Advisors
New York
$2.83M -$229K -2,354 -8%
BHPW
763
Beverly Hills Private Wealth
California
$2.83M -$596K -6,115 -17%
IRAG
764
Investment Research & Advisory Group
Georgia
$2.82M +$98.7K +1,012 +4%
BBHC
765
Brown Brothers Harriman & Co
New York
$2.81M -$207K -2,128 -7%
MAS
766
Meeder Advisory Services
Ohio
$2.81M -$159K -1,631 -5%
BWM
767
BNC Wealth Management
Oregon
$2.8M -$252K -2,586 -8%
MOS
768
MGO One Seven
Ohio
$2.8M +$25.2K +258 +0.9%
PDM
769
Penn Davis McFarland
Texas
$2.79M +$2.79M +28,579 New
LA
770
Lakeside Advisors
Washington
$2.78M -$38K -390 -1%
RIL
771
Rothschild Investment LLC
Illinois
$2.78M -$59.7K -612 -2%
SM
772
Sciencast Management
New Jersey
$2.78M +$2.78M +28,469 New
AA
773
Auxano Advisors
Washington
$2.76M +$16K +164 +0.6%
PWM
774
Perigon Wealth Management
California
$2.75M -$245K -2,508 -8%
JFG
775
Jefferies Financial Group
New York
$2.74M -$10M -102,576 -78%
29 30
31
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