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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 %
LWM
1651
Liberty Wealth Management
California
$392K -$341K -3,493 -47%
RFP
1652
Root Financial Partners
California
$391K +$391K +4,009 New
FNWA
1653
Financial Network Wealth Advisors
Utah
$391K -$34.5K -354 -8%
Aristotle Capital Management
1654
Aristotle Capital Management
California
$390K – – –
ACM
1655
Alta Capital Management
Utah
$390K – – –
SC
1656
Summa Corp
Texas
$390K – – –
SFG
1657
Shum Financial Group
California
$389K +$389K +4,004 New
CPC
1658
Congress Park Capital
New York
$388K +$388K +3,983 New
DI
1659
Diligent Investors
California
$387K -$90.6K -929 -19%
BW
1660
Bison Wealth
Georgia
$385K -$71.2K -730 -16%
ALC
1661
Alexander Labrunerie & Co
Missouri
$384K +$59.6K +611 +18%
DAM
1662
Doheny Asset Management
California
$383K -$111K -1,137 -22%
FAT
1663
First American Trust
California
$381K +$24.9K +255 +7%
IP
1664
Investment Partners
Ohio
$381K -$4.49K -46 -1%
RFN
1665
RDA Financial Network
Iowa
$380K -$41.9K -430 -10%
WW
1666
Waterfront Wealth
Kansas
$380K +$8.95K +92 +2%
CAP
1667
Columbia Advisory Partners
Washington
$379K -$53.3K -547 -12%
GSC
1668
G&S Capital
Colorado
$379K -$2.34K -24 -0.6%
HWP
1669
Hibernia Wealth Partners
Louisiana
$379K +$379K +3,887 New
WCM
1670
Windward Capital Management
California
$379K -$2.34K -24 -0.6%
SCA
1671
Scott Capital Advisors
Oregon
$377K +$195 +2 +0.1%
BWP
1672
Balboa Wealth Partners
Arizona
$375K -$22.6K -232 -6%
CGH
1673
CMG Global Holdings
Texas
$375K – – –
LPAM
1674
Lodestar Private Asset Management
California
$374K +$19.6K +201 +6%
SCP
1675
Stevens Capital Partners
Nebraska
$371K -$14.9K -153 -4%
65 66
67
68 69