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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 %
AC
1351
Apella Capital
Connecticut
$670K -$20.5K -212 -3%
JSW
1352
Journey Strategic Wealth
New Jersey
$670K +$139K +1,429 +26%
MIM
1353
Morningstar Investment Management
Illinois
$669K +$360K +3,798 +117%
SAM
1354
Sompo Asset Management
Japan
$669K +$9.75K +100 +1%
HW
1355
Hancock Whitney
Mississippi
$668K -$431K -4,423 -39%
GGI
1356
GPM Growth Investors
Michigan
$667K -$277K -2,840 -29%
SP
1357
Stonebrook Private
Michigan
$667K -$12K -123 -2%
XF
1358
XML Financial
Maryland
$666K -$59.4K -609 -8%
BA
1359
Birinyi Associates
Connecticut
$663K – – –
RLIM
1360
Red Lighthouse Investment Management
New York
$661K -$195 -2 -0%
SFB
1361
STAR Financial Bank
Indiana
$660K -$90K -923 -12%
SWA
1362
Stratos Wealth Advisors
Ohio
$659K +$195 +2 +0%
CA
1363
CoreCap Advisors
Michigan
$657K +$657K +6,741 New
PT
1364
Plimoth Trust
Massachusetts
$657K -$2.93K -30 -0.4%
JWM
1365
Jeppson Wealth Management
California
$656K -$60.2K -617 -8%
WRPWM
1366
Werba Rubin Papier Wealth Management
California
$656K +$76K +780 +13%
LA
1367
LexAurum Advisors
Kansas
$654K -$4.88K -50 -0.7%
CWS
1368
Cypress Wealth Services
California
$654K -$22.3K -229 -3%
CPWM
1369
Cypress Point Wealth Management
Texas
$653K +$653K +6,701 New
IPW
1370
Inlet Private Wealth
Florida
$653K -$58.5K -600 -8%
HHRDM
1371
H&H Retirement Design & Management
Nevada
$650K -$24.2K -255 -4%
CIC
1372
Carnegie Investment Counsel
Ohio
$650K -$367K -3,769 -36%
AA
1373
Axiom Advisory
California
$650K +$12.9K +150 +2%
BWM
1374
Blossom Wealth Management
California
$649K +$15.1K +155 +2%
PP
1375
PDS Planning
Ohio
$648K -$5.17K -53 -0.8%
53 54
55
56 57