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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 %
IA
1676
IFG Advisors
Missouri
$370K – – –
CBT
1677
CoreFirst Bank & Trust
Kansas
$368K – – –
HWAM
1678
Hennion & Walsh Asset Management
New Jersey
$367K +$88.6K +909 +32%
SIC
1679
SFE Investment Counsel
California
$367K -$41.4K -425 -10%
LA
1680
Latitude Advisors
Florida
$367K -$31K -318 -8%
GWI
1681
Grace & White Inc
New York
$366K – – –
FFBTD
1682
First Financial Bank - Trust Division
Ohio
$365K -$115K -1,183 -24%
SFG
1683
SevenBridge Financial Group
Pennsylvania
$365K +$49K +488 +15%
PWM
1684
Palumbo Wealth Management
New York
$365K +$195 +2 +0.1%
ACP
1685
Aviance Capital Partners
Florida
$364K +$6.43K +66 +2%
WH
1686
Willner & Heller
California
$363K +$1.56K +16 +0.4%
CA
1687
Cornerstone Advisory
Maryland
$362K +$46.4K +476 +15%
WPC
1688
Waters Parkerson & Co
Louisiana
$362K – – –
VC
1689
Veracity Capital
Georgia
$362K -$13.9K -143 -4%
IIC
1690
Integrated Investment Consultants
Michigan
$360K +$44.8K +460 +14%
D
1691
Diversified
Delaware
$360K -$5.85K -60 -2%
DE
1692
Diversified Enterprises
Delaware
$360K +$360K +3,688 New
BIM
1693
Bridges Investment Management
Nebraska
$359K -$61.3K -629 -15%
LWM
1694
LJI Wealth Management
Indiana
$359K -$9.75K -100 -3%
MAM
1695
MWA Asset Management
Massachusetts
$358K -$38.4K -394 -10%
WAOI
1696
Wealth Advisors of Iowa
Iowa
$358K +$11.7K +120 +3%
NWM
1697
Northcape Wealth Management
New York
$358K +$7.31K +75 +2%
AFM
1698
Abbot Financial Management
Massachusetts
$357K – – –
AAM
1699
Aureus Asset Management
Massachusetts
$356K -$233K -2,393 -40%
JBA
1700
Johnson Bixby & Associates
Washington
$356K -$19.5K -200 -5%
66 67
68
69 70