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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 %
DSC
1451
Duncker Streett & Co
Missouri
$555K -$297K -3,051 -35%
BEAM
1452
Baker Ellis Asset Management
Washington
$555K – – –
CWM
1453
Cornerstone Wealth Management
Missouri
$553K +$24.6K +252 +5%
DM
1454
Deerfield Management
New York
$552K +$552K +5,665 New
PF
1455
Parker Financial
Washington
$551K -$73.9K -758 -12%
BWM
1456
Brophy Wealth Management
New Hampshire
$549K +$549K +5,635 New
MCCP
1457
Mission Creek Capital Partners
California
$549K -$87.1K -894 -14%
MCM
1458
Mendel Capital Management
Arkansas
$548K +$31.8K +326 +6%
SPL
1459
Smart Portfolios LLC
Washington
$545K +$28.9K +296 +6%
TCWA
1460
Turtle Creek Wealth Advisors
Texas
$545K +$34.1K +350 +7%
RPCONE
1461
Retirement Planning Company of New England
Rhode Island
$542K -$207K -2,126 -28%
PWPS
1462
Pinnacle Wealth Planning Services
Ohio
$541K +$80K +821 +17%
CFP
1463
Catalyst Financial Partners
Massachusetts
$541K -$21.6K -222 -4%
KAM
1464
Knightsbridge Asset Management
California
$541K +$22.6K +232 +4%
4WM
1465
49 Wealth Management
Texas
$539K +$60.4K +619 +13%
SM
1466
Sweeney & Michel
California
$539K +$1.07K +11 +0.2%
IP
1467
Ignite Planners
California
$538K -$975 -10 -0.2%
FFO
1468
Fiduciary Family Office
Florida
$537K -$434K -4,452 -45%
BWG
1469
Beta Wealth Group
California
$536K +$536K +5,501 New
SHF
1470
Safe Harbor Fiduciary
Florida
$536K +$536K +5,499 New
AMCA
1471
Arthur M. Cohen & Associates
Illinois
$533K -$15.6K -160 -3%
TNA
1472
True North Advisors
Texas
$533K +$21K +215 +4%
ACM
1473
Argent Capital Management
Missouri
$532K -$131K -1,348 -20%
ST
1474
Spinnaker Trust
Maine
$532K – – –
AB
1475
Atlas Brown
Kentucky
$531K +$78.4K +804 +17%
57 58
59
60 61