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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 %
CCM
1151
Chaney Capital Management
Washington
$1.02M +$251K +2,578 +33%
UAG
1152
United Advisor Group
Ohio
$1.01M +$491K +5,041 +94%
DWM
1153
Drive Wealth Management
Utah
$1.01M -$1.85K -19 -0.2%
CWA
1154
Consilium Wealth Advisory
Texas
$1.01M -$6.73K -69 -0.7%
QWP
1155
Quotient Wealth Partners
Texas
$1.01M -$396K -4,061 -28%
FFA
1156
Founders Financial Alliance
North Carolina
$1.01M -$90.4K -927 -8%
BIA
1157
Bigelow Investment Advisors
Maine
$1.01M -$7.51K -77 -0.7%
NSB
1158
Norway Savings Bank
Maine
$1.01M -$8.19K -84 -0.8%
MS
1159
Marshall & Sullivan
Washington
$1.01M -$29.1K -298 -3%
SBIA
1160
Sheaff Brock Investment Advisors
Indiana
$1M +$136K +1,400 +16%
PPC
1161
Park Place Capital
Alabama
$1M +$628K +6,446 +168%
OAM
1162
Ostrum Asset Management
France
$1,000K +$12.2K +125 +1%
TAM
1163
Titleist Asset Management
Texas
$996K +$405K +4,151 +68%
JWCA
1164
J.W. Cole Advisors
Florida
$992K -$1.28M -13,170 -56%
DT
1165
Diversified Trust
Tennessee
$991K -$30.4K -312 -3%
KWS
1166
Keystone Wealth Services
California
$990K +$12.7K +130 +1%
FFA
1167
Fragasso Financial Advisors
Pennsylvania
$990K -$262K -2,686 -21%
CPIA
1168
Cornell Pochily Investment Advisors
New York
$984K +$19.9K +204 +2%
SIM
1169
Sentry Investment Management
Wisconsin
$983K +$54.6K +560 +6%
IAS
1170
Investment Advisory Services
Texas
$982K -$162K -1,663 -14%
RA
1171
RFG Advisory
Alabama
$980K -$181K -1,856 -16%
RWPA
1172
Richard W. Paul & Associates
Michigan
$979K -$6.63K -68 -0.7%
TA
1173
Tectonic Advisors
Texas
$978K +$5.75K +59 +0.6%
UF
1174
Univest Financial
Pennsylvania
$975K +$975K +10,003 New
SC
1175
Shay Capital
New York
$975K +$975K +10,000 New
45 46
47
48 49