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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 %
AIA
901
AIMZ Investment Advisors
California
$1.9M +$97 +1 +0%
ABWM
902
Alpine Bank Wealth Management
Colorado
$1.9M +$1.9M +19,457 New
PCG
903
PFC Capital Group
California
$1.89M -$9.75K -100 -0.5%
CRWM
904
Castle Rock Wealth Management
California
$1.89M +$28.6K +297 +2%
RSWM
905
Robertson Stephens Wealth Management
California
$1.89M +$16K +164 +0.9%
OIS
906
Okabena Investment Services
Minnesota
$1.88M +$1.88M +19,273 New
RCA
907
Resonant Capital Advisors
Wisconsin
$1.88M -$226K -2,323 -11%
AHC
908
Adell Harriman & Carpenter
Texas
$1.87M -$280K -2,873 -13%
QCG
909
Quadrant Capital Group
Ohio
$1.87M -$84.1K -863 -4%
GC
910
Garde Capital
Washington
$1.87M -$822K -8,434 -31%
EDRH
911
Edmond de Rothschild Holding
Switzerland
$1.87M -$200K -2,050 -10%
SFO
912
Stokes Family Office
Louisiana
$1.86M -$210K -2,150 -10%
CF
913
Centaurus Financial
California
$1.86M +$527K +5,406 +40%
GVAG
914
Great Valley Advisor Group
Delaware
$1.85M +$183K +1,879 +11%
CCG
915
Coastwise Capital Group
California
$1.84M +$216K +2,219 +13%
LWM
916
Lyell Wealth Management
California
$1.84M -$1.44M -14,730 -44%
APGDR
917
Absoluto Partners Gestao de Recursos
Brazil
$1.83M +$1.83M +18,820 New
GSWM
918
Greenup Street Wealth Management
Michigan
$1.83M -$803K -8,239 -30%
DWT
919
Dorsey & Whitney Trust
South Dakota
$1.83M +$113K +1,159 +7%
BFM
920
Boston Financial Management
Massachusetts
$1.83M -$359K -3,684 -16%
PFGIA
921
Patriot Financial Group Insurance Agency
Massachusetts
$1.81M +$64.3K +660 +4%
MW
922
Maia Wealth
Colorado
$1.81M +$738K +7,596 +69%
CCM
923
Chickasaw Capital Management
Tennessee
$1.81M – – –
IIM
924
Intact Investment Management
Quebec, Canada
$1.8M -$3.41M -34,930 -65%
PIA
925
Petredis Investment Advisors
Pennsylvania
$1.8M +$7.51K +77 +0.4%
35 36
37
38 39