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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 %
ADL
1076
Asset Dedication LLC
California
$1.18M -$189K -1,943 -14%
FW
1077
FullCircle Wealth
Texas
$1.18M +$27.9K +285 +2%
FMTC
1078
Farmers & Merchants Trust Company
California
$1.17M +$94.2K +966 +9%
PFG
1079
PAX Financial Group
Texas
$1.17M -$72K -739 -6%
CCA
1080
Cravens & Co Advisors
Tennessee
$1.17M -$77.8K -798 -6%
DCM
1081
Davis Capital Management
Florida
$1.16M +$62.6K +642 +6%
FMWA
1082
Forvis Mazars Wealth Advisors
Missouri
$1.16M +$12.9K +132 +1%
PBC
1083
Pavion Blue Capital
California
$1.16M +$149K +1,526 +15%
CAG
1084
Csenge Advisory Group
Florida
$1.16M -$107K -1,117 -8%
ZCI
1085
Zevenbergen Capital Investments
Washington
$1.15M -$2.44K -25 -0.2%
GWM
1086
GSB Wealth Management
Connecticut
$1.15M +$33.4K +343 +3%
EFS
1087
Essex Financial Services
Connecticut
$1.14M -$23.9K -247 -2%
NERM
1088
New England Research & Management
Illinois
$1.14M +$499K +5,125 +78%
CI
1089
Cigna Investments
Connecticut
$1.14M -$17K -174 -1%
AWM
1090
Allen Wealth Management
North Carolina
$1.13M -$33.6K -345 -3%
CCA
1091
Checchi Capital Advisers
California
$1.13M -$60.9K -625 -5%
VI
1092
Versor Investments
New York
$1.13M +$1.13M +11,591 New
LC
1093
Lindbrook Capital
California
$1.13M -$6.82K -70 -0.6%
CWP
1094
Cyndeo Wealth Partners
Florida
$1.13M -$4.86M -49,840 -81%
Grantham, Mayo, Van Otterloo & Co (GMO)
1095
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.13M +$1.13M +11,552 New
PFP
1096
Pinnacle Financial Partners
Tennessee
$1.12M -$1.75M -17,924 -61%
LFA
1097
Legacy Financial Advisors
Kentucky
$1.12M +$99.4K +1,020 +10%
FFN
1098
Focus Financial Network
Minnesota
$1.12M -$40.9K -420 -4%
APM
1099
Advanced Portfolio Management
New York
$1.12M -$971K -9,961 -46%
WT
1100
Washington Trust
Rhode Island
$1.12M -$197K -2,019 -15%
42 43
44
45 46