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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 %
PCI
1576
Planning Center Inc
Illinois
$438K +$682 +7 +0.2%
FWM
1577
Forza Wealth Management
Florida
$437K – – –
SMC
1578
Smith, Moore & Co
Missouri
$436K -$49.2K -505 -10%
TIM
1579
Tikehau Investment Management
France
$436K -$721K -7,400 -62%
AWM
1580
Aberdeen Wealth Management
Illinois
$436K +$292 +3 +0.1%
SEP
1581
Southland Equity Partners
Missouri
$435K -$25.1K -257 -5%
DWM
1582
Dechtman Wealth Management
Colorado
$435K +$2.54K +26 +0.6%
RFG
1583
Range Financial Group
Oregon
$435K -$731K -7,499 -63%
MKA
1584
M. Kulyk & Associates
Georgia
$435K -$7.8K -80 -2%
LJAC
1585
L.J. Altfest & Co
New York
$435K -$78.6K -806 -15%
AWS
1586
Aspen Wealth Strategies
Colorado
$434K +$18.6K +191 +4%
MAM
1587
Milestone Asset Management
Pennsylvania
$432K +$79.6K +816 +23%
PFP
1588
Paragon Financial Partners
California
$431K +$97 +1 +0%
NED
1589
Nancy E. Dempze
$430K – – –
AO
1590
Advisor OS
Illinois
$430K -$586K -6,009 -58%
PWP
1591
Perfromance Wealth Partners
Illinois
$429K +$429K +4,400 New
ECM
1592
Ensemble Capital Management
California
$429K – – –
WP
1593
Westmount Partners
California
$427K -$77.2K -792 -15%
VCM
1594
Viewpoint Capital Management
Washington
$426K -$11.2K -115 -3%
LAM
1595
L2 Asset Management
Massachusetts
$426K +$14.3K +147 +3%
HCMG
1596
Howard Capital Management Group
California
$426K -$7.31K -75 -2%
TCM
1597
Twin Capital Management
Pennsylvania
$425K -$32.8K -336 -7%
NCMW
1598
Northern Capital Management (Washington)
Washington
$425K – – –
CFGS
1599
Concourse Financial Group Securities
Alabama
$424K -$934K -9,582 -69%
BWP
1600
Baldwin Wealth Partners
Massachusetts
$423K -$290K -2,976 -41%
62 63
64
65 66