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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 %
EAM
1526
Empirical Asset Management
Massachusetts
$483K -$185K -6,186 -28%
AP
1527
Appleton Partners
Massachusetts
$482K -$60.9K -625 -11%
BCM
1528
Bourgeon Capital Management
Connecticut
$481K +$87.5K +898 +22%
SEIA
1529
Signature Estate & Investment Advisors
California
$481K -$98.9K -1,014 -17%
ST
1530
Somerset Trust
Pennsylvania
$481K +$23.4K +240 +5%
QCM
1531
Qsemble Capital Management
New York
$478K -$3.61M -37,052 -88%
EFA
1532
Evernest Financial Advisors
Indiana
$477K -$133K -1,369 -22%
MSFS
1533
Main Street Financial Solutions
Pennsylvania
$477K -$31.9K -327 -6%
TFGT
1534
TS Financial Group (TSFG)
Illinois
$476K -$26.7K -274 -5%
LCS
1535
Levin Capital Strategies
New York
$476K -$50.7K -520 -10%
RIG
1536
RiverFront Investment Group
Virginia
$476K +$476K +4,879 New
FCG
1537
Fielder Capital Group
Tennessee
$475K -$97 -1 -0%
LCGC
1538
Legacy Capital Group California
California
$475K +$59.2K +607 +14%
RDWM
1539
Red Door Wealth Management
Tennessee
$474K -$4.97K -51 -1%
SEA
1540
Stegent Equity Advisors
Texas
$472K +$39.4K +404 +9%
KIG
1541
Kessler Investment Group
Indiana
$470K +$470K +4,823 New
BOPW
1542
Brandywine Oak Private Wealth
Pennsylvania
$468K +$9.94K +102 +2%
XWM
1543
Xcel Wealth Management
Florida
$465K +$465K +4,765 New
SRC
1544
Shufro Rose & Co
New York
$463K – – –
AL
1545
Aspiriant LLC
California
$462K -$4.58K -47 -1%
USCWA
1546
U.S. Capital Wealth Advisors
Texas
$462K -$16.3K -167 -3%
BEC
1547
Blue Edge Capital
Virginia
$462K – – –
LC
1548
Lavaca Capital
Texas
$461K +$9.65K +99 +2%
BB
1549
Burford Brothers
Texas
$460K -$531K -5,446 -54%
SQA
1550
Simon Quick Advisors
New Jersey
$459K +$156K +1,597 +51%
60 61
62
63 64