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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 %
CL
1701
CIM LLC
New York
$356K – – –
SAM
1702
SignalPoint Asset Management
Missouri
$356K +$876 +9 +0.2%
WI
1703
WrapManager Inc
California
$355K -$50.8K -521 -13%
HWMC
1704
Heritage Wealth Management (California)
California
$354K -$1.76K -18 -0.5%
CHA
1705
Cooper/Haims Advisors
New York
$354K – – –
TWP
1706
Tyche Wealth Partners
Texas
$354K -$1.56K -16 -0.4%
CC
1707
Corton Capital
Ontario, Canada
$352K +$352K +3,611 New
ECG
1708
Edge Capital Group
Georgia
$352K -$195 -2 -0.1%
FLPIM
1709
F.L. Putnam Investment Management
Massachusetts
$351K +$21.4K +221 +6%
HIC
1710
Holderness Investments Company
North Carolina
$351K -$14.5K -149 -4%
WPP
1711
Whalerock Point Partners
Rhode Island
$351K – – –
PJSIMP
1712
P.J. Schmidt Investment Management (PJS)
Wisconsin
$350K -$120K -1,230 -26%
CCT
1713
Chemung Canal Trust
New York
$350K +$350K +3,591 New
RC
1714
Roundview Capital
New Jersey
$350K +$18.3K +188 +6%
SCM
1715
Soros Capital Management
New York
$350K -$99.3K -1,019 -22%
KWM
1716
Kolinsky Wealth Management
New Jersey
$349K +$39.1K +401 +13%
SL
1717
Sentry LLC
Tennessee
$346K – – –
A
1718
Allianz
Germany
$346K – – –
PA
1719
PFG Advisors
Arizona
$344K +$24K +246 +7%
RWI
1720
Red Wave Investments
Pennsylvania
$343K +$7.22K +74 +2%
TWM
1721
Tanager Wealth Management
United Kingdom
$342K +$3.61K +37 +1%
6F
1722
626 Financial
Michigan
$341K -$16K -164 -4%
SC
1723
SouthState Corp
Florida
$341K -$509K -5,218 -60%
CW
1724
Channel Wealth
California
$341K -$23.8K -244 -7%
FHA
1725
Flagship Harbor Advisors
Massachusetts
$340K +$340K +3,489 New
67 68
69
70 71