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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 %
CPRC
1501
Consolidated Portfolio Review Corp
New York
$500K +$237K +2,431 +90%
AF
1502
Arrow Financial
New York
$499K -$690K -7,077 -58%
CWM
1503
Connecticut Wealth Management
Connecticut
$498K +$23.3K +239 +5%
SIM
1504
Stratos Investment Management
Ohio
$498K -$760K -7,797 -60%
EWM
1505
Elmwood Wealth Management
California
$496K -$357K -3,663 -42%
FCAS
1506
First Command Advisory Services
Texas
$495K +$43.5K +446 +10%
MC
1507
Matisse Capital
Oregon
$494K -$318K -3,259 -39%
WFI
1508
West Family Investments
California
$494K +$88.6K +909 +22%
DP
1509
DDD Partners
Washington
$493K -$150K -1,538 -23%
GCP
1510
Gill Capital Partners
Colorado
$492K +$43.9K +450 +10%
SCG
1511
Sonata Capital Group
Washington
$492K – – –
PMSA
1512
Patrick M. Sweeney & Associates
Illinois
$491K +$15.1K +155 +3%
RA
1513
Rockingstone Advisors
Massachusetts
$490K -$999K -10,245 -67%
Federated Hermes
1514
Federated Hermes
Pennsylvania
$489K -$59.3K -608 -11%
EA
1515
Everpar Advisors
Oklahoma
$489K +$48.2K +494 +11%
RC
1516
Rovin Capital
Arizona
$488K +$201K +2,057 +70%
IWA
1517
IVC Wealth Advisors
Pennsylvania
$487K -$166K -1,698 -25%
NHC
1518
Nicholas Hoffman & Company
Georgia
$486K +$390 +4 +0.1%
QI
1519
Qtron Investments
Massachusetts
$486K – – –
SCM
1520
Stordahl Capital Management
Colorado
$486K -$19.5K -200 -4%
EFL
1521
ERn Financial LLC
Wisconsin
$485K +$13.6K +139 +3%
CAMG
1522
CWA Asset Management Group
Florida
$485K +$485K +4,970 New
NPA
1523
Nichols & Pratt Advisers
Massachusetts
$484K – – –
MIC
1524
Meridian Investment Counsel
California
$484K – – –
SPWG
1525
Sage Private Wealth Group
Illinois
$484K -$877 -9 -0.2%
59 60
61
62 63