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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 %
MLL
1251
Moody Lynn & Lieberson
Massachusetts
$811K -$22K -226 -3%
DDC
1252
DF Dent & Co
Maryland
$808K +$292 +3 +0%
SC
1253
Syon Capital
California
$808K -$160K -1,640 -17%
HNW
1254
High Note Wealth
Minnesota
$808K -$51.4K -527 -6%
NAG
1255
Northstar Advisory Group
New Jersey
$803K +$803K +8,238 New
JFGIW
1256
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$801K +$258K +2,647 +48%
IF
1257
IRON Financial
Illinois
$798K +$17.7K +182 +2%
JCM
1258
Jag Capital Management
Missouri
$798K -$1.85K -19 -0.2%
CIAS
1259
Capital Investment Advisory Services
North Carolina
$798K -$97.9K -1,004 -11%
KC
1260
Knuff & Co
California
$797K -$89.2K -915 -10%
LIM
1261
Longfellow Investment Management
Massachusetts
$796K +$4.78K +49 +0.6%
BLC
1262
Brown, Lisle/Cummings
Rhode Island
$795K -$14.6K -150 -2%
CB
1263
CNB Bank
Pennsylvania
$794K -$182K -1,870 -19%
FIA
1264
FNY Investment Advisers
New York
$794K +$794K +8,148 New
LS
1265
Livforsakringsbolaget Skandia
Sweden
$792K +$572K +5,863 +260%
AFC
1266
AFT Forsyth & Company
Florida
$791K -$18.5K -190 -2%
DAS
1267
Diversify Advisory Services
Utah
$790K -$1.54M -15,946 -66%
SIA
1268
Soltis Investment Advisors
Utah
$784K -$1.21M -12,425 -61%
PFA
1269
Pathway Financial Advisers
Indiana
$783K -$3.8K -39 -0.5%
FPAS
1270
Focus Partners Advisor Solutions
Missouri
$783K +$32.8K +336 +4%
SIC
1271
Samalin Investment Counsel
New York
$782K -$7.12K -73 -0.9%
NIM
1272
Northeast Investment Management
Massachusetts
$782K -$36.5K -374 -4%
PCM
1273
PenderFund Capital Management
British Columbia, Canada
$782K +$145K +1,100 +23%
ASI
1274
Advisory Services & Investments
Oregon
$781K -$14.3K -147 -2%
TF
1275
Trek Financial
Arizona
$778K +$141K +1,442 +22%
49 50
51
52 53