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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 %
KIA
1176
Knollwood Investment Advisory
Maryland
$974K – – –
PWC
1177
PYA Waltman Capital
Tennessee
$972K +$63.1K +647 +7%
CW
1178
CreativeOne Wealth
Kansas
$971K +$205K +2,106 +27%
JE
1179
JMAC Enterprises
Pennsylvania
$964K +$2.54K +26 +0.3%
FFC
1180
First Financial Corp
Indiana
$964K +$11.6K +119 +1%
EM
1181
Excalibur Management
Massachusetts
$963K -$4.49K -46 -0.5%
WAP
1182
Wealthcare Advisory Partners
Pennsylvania
$963K -$45.2K -464 -4%
KA
1183
Kovack Advisors
Florida
$963K -$25.9K -266 -3%
CBT
1184
Central Bank & Trust
Kentucky
$961K -$51.3K -526 -5%
WC
1185
Wynn Capital
Georgia
$960K +$60.2K +618 +7%
DCM
1186
Dudley Capital Management
Virginia
$959K -$60.7K -623 -6%
JPWM
1187
Jamison Private Wealth Management
Georgia
$957K +$132K +1,354 +16%
SCI
1188
Stableford Capital II
Arizona
$956K -$150K -1,566 -14%
CCM
1189
Chiron Capital Management
Florida
$955K -$1.02M -10,503 -52%
TPI
1190
Trust Point Inc
Wisconsin
$953K +$90.1K +924 +10%
PAG
1191
Private Advisory Group
Washington
$951K +$26.7K +274 +3%
MYIA
1192
Mount Yale Investment Advisors
Colorado
$948K -$1.31M -13,437 -58%
DAS
1193
Dynamic Advisor Solutions
Arizona
$946K +$6.04K +62 +0.6%
LFP
1194
Leeward Financial Partners
Washington
$944K +$56.1K +575 +6%
PP
1195
Patron Partners
Texas
$938K -$5.95K -61 -0.6%
KHCM
1196
Kirtland Hills Capital Management
Ohio
$937K -$218K -2,234 -19%
MIA
1197
MeadowBrook Investment Advisors
Michigan
$935K -$25.3K -259 -3%
CT
1198
Chicago Trust
Illinois
$935K +$22.9K +235 +3%
SA
1199
Skyline Advisors
Washington
$931K -$92K -944 -9%
MW
1200
Marcum Wealth
Ohio
$930K +$2.73K +28 +0.3%
46 47
48
49 50