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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 %
KP
926
Keel Point
Alabama
$1.8M -$2.34K -24 -0.1%
AC
927
AlphaCore Capital
California
$1.79M +$202K +2,069 +13%
KWA
928
Kingswood Wealth Advisors
California
$1.79M +$849K +8,711 +90%
EWM
929
Evergreen Wealth Management
Michigan
$1.79M +$1.79M +18,316 New
TSMHT
930
Thurston Springer Miller Herd & Titak
Indiana
$1.78M +$138K +1,415 +8%
LNWTC
931
Laird Norton Wetherby Trust Company
Washington
$1.78M – – –
LAM
932
Lynch Asset Management
Pennsylvania
$1.77M – – –
FCBT
933
First Citizens Bank & Trust
North Carolina
$1.77M -$77.9K -799 -4%
LCM
934
Lazari Capital Management
California
$1.75M +$24.8K +254 +1%
EB
935
Eastern Bank
Massachusetts
$1.75M +$1.47M +15,128 +542%
CUAMC
936
China Universal Asset Management Company
China
$1.74M +$737K +7,564 +73%
VDI
937
Vaughan David Investments
Illinois
$1.74M -$583K -5,985 -25%
FFA
938
First Foundation Advisors
California
$1.73M -$615K -6,305 -26%
LSAG
939
Lake Street Advisors Group
New Hampshire
$1.72M -$2.01M -20,651 -54%
WCF
940
West Coast Financial
California
$1.72M +$1.56K +16 +0.1%
SAW
941
Signal Advisors Wealth
Michigan
$1.72M +$1.72M +17,655 New
CWM
942
Calamos Wealth Management
Illinois
$1.71M -$14.1K -145 -0.8%
DBRC
943
D.B. Root & Company
Pennsylvania
$1.71M -$35.1K -360 -2%
HIP
944
HUB Investment Partners
Texas
$1.71M -$166K -1,707 -9%
LCP
945
LGT Capital Partners
Switzerland
$1.71M -$58.2M -597,100 -97%
BP
946
Ballentine Partners
Massachusetts
$1.69M +$49.8K +511 +3%
NG
947
Norden Group
Utah
$1.68M +$981K +10,064 +140%
CIA
948
Cape Investment Advisory
Georgia
$1.68M +$278K +2,851 +20%
V
949
VeraBank
Texas
$1.68M -$36.7K -376 -2%
STA
950
Summit Trail Advisors
New York
$1.67M +$48.6K +498 +3%
36 37
38
39 40