SBUX icon

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 %
CFG
1301
Copley Financial Group
California
$739K +$739K +7,577 New
PW
1302
Paladin Wealth
Minnesota
$734K +$734K +7,534 New
TPWA
1303
TRUE Private Wealth Advisors
Oregon
$733K -$228K -2,340 -24%
ST
1304
Smithfield Trust
Pennsylvania
$731K -$2.34K -24 -0.3%
HWA
1305
Heritage Wealth Advisors
Virginia
$730K -$101K -1,041 -12%
MA
1306
MKT Advisors
California
$730K +$386 +4 +0.1%
AWAU
1307
Alliance Wealth Advisors (Utah)
Utah
$726K +$113K +1,162 +18%
CPSAC
1308
Chas P. Smith & Associates (CPS)
Florida
$722K -$47.6M -488,076 -99%
CRC
1309
Curi RMB Capital
Illinois
$722K -$127K -1,306 -15%
VF
1310
Vest Financial
Virginia
$720K +$720K +7,384 New
CA
1311
Cambridge Advisors
Nebraska
$720K -$2.54K -26 -0.4%
ATS
1312
Ashton Thomas Securities
New York
$717K +$161K +1,656 +29%
OIM
1313
Orca Investment Management
Oregon
$716K +$44K +451 +7%
RMAM
1314
Raab & Moskowitz Asset Management
New Jersey
$713K -$31.2K -320 -4%
IWA
1315
Inspirion Wealth Advisors
Illinois
$712K -$20.2K -207 -3%
AIM
1316
Alhambra Investment Management
Florida
$710K – – –
TCM
1317
Tradewinds Capital Management
Washington
$709K -$112K -1,145 -14%
HCM
1318
Howland Capital Management
Massachusetts
$709K -$1.66K -17 -0.2%
LFM
1319
LGT Fund Management
Liechtenstein
$709K +$26.2K +271 +4%
MCM
1320
Maple Capital Management
Vermont
$708K -$123K -1,263 -15%
CSB
1321
City State Bank
Iowa
$708K +$97.5K +1,000 +16%
VWA
1322
Visionary Wealth Advisors
Illinois
$707K -$11.4K -117 -2%
ESB
1323
Essex Savings Bank
Connecticut
$707K +$10.9K +112 +2%
ME
1324
McIlrath & Eck
Washington
$700K -$47.2K -484 -6%
PBK
1325
Peoples Bank (Kansas)
Kansas
$699K -$11.2K -115 -2%
51 52
53
54 55