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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 %
CCFM
1426
Clear Creek Financial Management
Washington
$577K -$69.8K -716 -11%
CCWM
1427
Cassaday & Co Wealth Management
Virginia
$577K -$11K -113 -2%
PWM
1428
Proathlete Wealth Management
Florida
$576K -$30.9K -317 -5%
OCG
1429
Opus Capital Group
Ohio
$576K -$79.3K -813 -12%
AWAP
1430
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$575K +$91.6K +940 +19%
BC
1431
Belmont Capital
California
$573K -$13.6K -140 -2%
MWM
1432
Modern Wealth Management
Kansas
$573K +$48.4K +496 +9%
WG
1433
Welch Group
Alabama
$572K +$107K +1,101 +23%
CWP
1434
Core Wealth Partners
California
$572K +$139K +1,422 +32%
SAM
1435
Strategy Asset Managers
California
$571K +$90.4K +927 +19%
SFS
1436
Stiles Financial Services
Minnesota
$570K -$25.8K -265 -4%
MP
1437
McDonald Partners
Ohio
$570K +$18.4K +189 +3%
CWG
1438
Cornerstone Wealth Group
North Carolina
$569K -$17.3K -177 -3%
WP
1439
WMS Partners
Maryland
$569K -$5.17K -53 -0.9%
WKWM
1440
Walter & Keenan Wealth Management
Indiana
$569K +$780 +8 +0.1%
PAM
1441
Palisade Asset Management
Minnesota
$568K -$239K -2,447 -30%
GIA
1442
GHP Investment Advisors
Colorado
$567K -$30.2K -310 -5%
KSB
1443
Kennebec Savings Bank
Maine
$567K +$567K +5,811 New
BOH
1444
Bank of Hawaii
Hawaii
$565K -$275K -2,819 -33%
NS
1445
NBC Securities
Alabama
$561K -$69.2K -710 -11%
JCFM
1446
JBR Co Financial Management
Oklahoma
$560K -$23.9K -245 -4%
SWM
1447
Sculati Wealth Management
Michigan
$560K -$312K -3,199 -36%
SPWM
1448
Schrum Private Wealth Management
Florida
$559K +$280K +2,869 +100%
GKWIM
1449
Gerber Kawasaki Wealth & Investment Management
California
$559K -$144K -1,478 -20%
FAFN
1450
First Affirmative Financial Network
Colorado
$556K -$16.3K -167 -3%
56 57
58
59 60