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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 %
JHCP
1626
Jackson Hole Capital Partners
Oklahoma
$408K – – –
NQWM
1627
Northwest Quadrant Wealth Management
Oregon
$408K +$2.44K +25 +0.6%
BWM
1628
Baron Wealth Management
Michigan
$408K -$97 -1 -0%
NSAM
1629
North Star Asset Management
Wisconsin
$408K -$8.38K -86 -2%
DC
1630
DeDora Capital
California
$406K -$30.2K -310 -7%
PIM
1631
Profit Investment Management
Maryland
$405K – – –
KCIC
1632
Kuhn & Co Investment Counsel
Illinois
$404K +$97 +1 +0%
HWM
1633
Hohimer Wealth Management
Washington
$404K – – –
CVA
1634
Central Valley Advisors
California
$404K -$10.2K -105 -2%
DWA
1635
Delap Wealth Advisory
Oregon
$403K -$3.32K -34 -0.8%
PCS
1636
Personal CFO Solutions
New Jersey
$402K -$136K -1,400 -25%
OIA
1637
Optimum Investment Advisors
Illinois
$402K -$224K -2,295 -36%
FEM
1638
Fulcrum Equity Management
Texas
$402K +$112K +1,151 +39%
SCM
1639
Sitrin Capital Management
California
$398K -$4.51M -46,236 -92%
AIA
1640
Alera Investment Advisors
Illinois
$398K -$21.9K -225 -5%
OWA
1641
Octavia Wealth Advisors
Ohio
$397K +$6.14K +63 +2%
PP
1642
Pacifica Partners
Canada
$397K – – –
AF
1643
Apexium Financial
Texas
$396K +$19.7K +202 +5%
CFO
1644
CVA Family Office
Colorado
$396K +$24.1K +247 +6%
JMFC
1645
J.M. Forbes & Co
Massachusetts
$396K +$29.8K +306 +8%
MPCA
1646
Madison Park Capital Advisors
Washington
$396K -$877 -9 -0.2%
FRA
1647
Front Row Advisors
California
$395K -$10.8K -111 -3%
AGWCA
1648
Annis Gardner Whiting Capital Advisors
Florida
$394K -$1.66K -17 -0.4%
PP
1649
Paloma Partners
Connecticut
$394K +$182K +1,864 +86%
EFG
1650
Everhart Financial Group
Ohio
$393K +$97.7K +1,002 +33%
64 65
66
67 68