SBUX icon

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 %
GCA
1726
Gradient Capital Advisors
California
$340K +$12.6K +129 +4%
AR
1727
Apeiron RIA
Texas
$340K +$13K +133 +4%
TFA
1728
Tranquilli Financial Advisor
New Jersey
$339K +$1.95K +20 +0.6%
IIM
1729
Ipswich Investment Management
Massachusetts
$338K +$10.1K +104 +3%
ATC
1730
Adirondack Trust Company
New York
$337K – – –
FBT
1731
First Bank & Trust
South Dakota
$335K – – –
SWA
1732
SOA Wealth Advisors
New York
$334K +$682 +7 +0.2%
EWM
1733
Executive Wealth Management
Michigan
$334K +$334K +3,421 New
LWM
1734
LongView Wealth Management
Georgia
$333K -$9.16K -94 -3%
BCA
1735
Bay Colony Advisors
Massachusetts
$333K -$6.92K -71 -2%
SCP
1736
Sivia Capital Partners
California
$332K -$1.07K -11 -0.3%
NB
1737
Nicolet Bankshares
Wisconsin
$332K -$19K -195 -5%
CIA
1738
Choate Investment Advisors
Massachusetts
$332K +$10.5K +108 +3%
NRC
1739
New Republic Capital
North Carolina
$332K +$7.21K +74 +2%
CA
1740
Carson Advisory
Georgia
$331K -$585 -6 -0.2%
PFSC
1741
Peoples Financial Services Corp
Pennsylvania
$331K -$1.17K -12 -0.4%
AF
1742
Advisornet Financial
Minnesota
$330K +$146K +1,493 +79%
LIM
1743
Leavell Investment Management
Alabama
$328K -$5.46K -56 -2%
PFA
1744
Petra Financial Advisors
Colorado
$328K +$1.27K +13 +0.4%
TIA
1745
Tiemann Investment Advisors
California
$328K -$35.6K -365 -10%
CF
1746
Copperwynd Financial
Arizona
$328K +$2.83K +29 +0.9%
KCM
1747
KRS Capital Management
Michigan
$327K -$29.1K -299 -8%
ITIM
1748
Indiana Trust & Investment Management
Indiana
$327K +$20.1K +206 +7%
PWP
1749
Phillips Wealth Planners
Mississippi
$326K +$326K +3,417 New
KFI
1750
Key Financial Inc
Pennsylvania
$325K +$17.9K +184 +6%
68 69
70
71 72