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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 %
DIA
1026
Dana Investment Advisors
Wisconsin
$1.32M -$60.9K -625 -4%
HI
1027
Harbour Investments
Wisconsin
$1.31M +$4.29K +44 +0.3%
RWM
1028
Ritholtz Wealth Management
New York
$1.31M -$394K -4,042 -23%
CAL
1029
Capital Analysts LLC
Pennsylvania
$1.31M +$23.9K +245 +2%
AWM
1030
Avior Wealth Management
Nebraska
$1.3M -$85.9K -881 -6%
TAM
1031
Trust Asset Management
Texas
$1.3M – – –
RCM
1032
Radnor Capital Management
Pennsylvania
$1.29M +$1.29M +13,230 New
BIM
1033
Baldwin Investment Management
Pennsylvania
$1.29M -$42.3K -434 -3%
ACA
1034
Aptus Capital Advisors
Alabama
$1.29M +$81.2K +833 +7%
DLA
1035
Douglas Lane & Associates
New York
$1.28M +$6.24K +64 +0.5%
RSA
1036
River Street Advisors
Illinois
$1.28M +$1.17K +12 +0.1%
AFG
1037
Atomi Financial Group
New York
$1.28M +$277K +2,843 +28%
WPC
1038
Wedmont Private Capital
Pennsylvania
$1.28M -$55.9K -582 -4%
CIG
1039
Consolidated Investment Group
Colorado
$1.28M – – –
GA
1040
Geller Advisors
New York
$1.28M -$7.51K -77 -0.6%
HKIM
1041
Hayek Kallen Investment Management
Alabama
$1.27M +$43K +441 +4%
MGIA
1042
Moneta Group Investment Advisors
Missouri
$1.26M +$72.4K +743 +6%
UL
1043
Unionview LLC
Washington
$1.26M -$15.3K -157 -1%
MIP
1044
Marietta Investment Partners
Wisconsin
$1.26M – – –
MC
1045
Moors & Cabot
Massachusetts
$1.26M -$799K -8,194 -39%
CP
1046
Canopy Partners
Ohio
$1.26M +$153K +1,571 +14%
GWCM
1047
Godshalk Welsh Capital Management
Pennsylvania
$1.26M -$107K -1,100 -8%
MG
1048
Mather Group
Illinois
$1.26M -$813K -8,336 -39%
DWP
1049
Daymark Wealth Partners
Ohio
$1.25M -$138K -1,415 -10%
WA
1050
WBH Advisory
Maryland
$1.25M -$33K -339 -3%
40 41
42
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