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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 %
APA
1376
Astoria Portfolio Advisors
New York
$648K +$29.4K +308 +5%
BFO
1377
Boston Family Office
Massachusetts
$648K -$200K -2,047 -24%
EWA
1378
Encompass Wealth Advisors
Oregon
$646K – – –
CCA
1379
Cobblestone Capital Advisors
New York
$644K -$72.8K -747 -10%
BCM
1380
Blume Capital Management
California
$644K – – –
KWM
1381
Keebeck Wealth Management
Illinois
$643K +$112K +1,146 +21%
BFC
1382
Bedel Financial Consulting
Indiana
$641K -$57.2K -587 -8%
EB
1383
Emprise Bank
Kansas
$640K -$145K -1,485 -18%
WIM
1384
WealthPlan Investment Management
Nebraska
$640K +$133K +1,365 +26%
GPA
1385
Garrison Point Advisors
California
$640K +$7.8K +80 +1%
CPA
1386
Cardiff Park Advisors
California
$637K -$21.7K -223 -3%
LRPA
1387
L. Roy Papp & Associates
Arizona
$636K -$367K -3,766 -37%
MIM
1388
Moseley Investment Management
Florida
$634K -$45.4K -466 -7%
CSC
1389
Caldwell Sutter Capital
California
$631K -$31.8K -326 -5%
ECU
1390
Eisler Capital (UK)
United Kingdom
$629K -$445K -4,560 -41%
TYCC
1391
Texas Yale Capital Corp
Florida
$627K +$58.5K +600 +10%
PIA
1392
Perennial Investment Advisors
California
$622K -$18.5K -190 -3%
PHS
1393
Pekin Hardy Strauss
Illinois
$620K -$340K -3,487 -35%
VNA
1394
Valley National Advisers
Pennsylvania
$620K -$449K -4,607 -42%
ACGA
1395
Atlanta Consulting Group Advisors
Georgia
$620K +$620K +6,355 New
ETC
1396
Exchange Traded Concepts
Oklahoma
$618K -$525K -5,381 -46%
TL
1397
Tradewinds LLC
North Carolina
$618K -$156K -1,598 -20%
ACMA
1398
Arbor Capital Management (Alaska)
Alaska
$617K – – –
AWA
1399
Aaron Wealth Advisors
Illinois
$617K +$231K +2,372 +60%
BFG
1400
Berger Financial Group
Minnesota
$617K -$26.5K -272 -4%
54 55
56
57 58