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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 %
APW
1751
Axim Planning & Wealth
Ohio
$325K -$17K -174 -5%
APIM
1752
Agate Pass Investment Management
Washington
$325K -$31.6K -324 -9%
TW
1753
TrinityPoint Wealth
Connecticut
$325K +$25.2K +258 +8%
LF
1754
Lantz Financial
Illinois
$325K +$325K +3,329 New
RPGK
1755
Retirement Planning Group (Kansas)
Kansas
$324K +$324K +3,325 New
EP
1756
EPIQ Partners
Minnesota
$323K -$61.7K -633 -16%
M
1757
MOTCO
Texas
$322K +$36.8K +377 +13%
AFA
1758
American Financial Advisors
Georgia
$322K -$14.4K -148 -4%
RFA
1759
ROI Financial Advisors
Oregon
$321K -$171K -1,757 -35%
DLCIG
1760
D.L. Carlson Investment Group
New Hampshire
$320K -$15.2K -156 -5%
ANTB
1761
AMG National Trust Bank
Colorado
$320K -$107K -1,098 -25%
WFA
1762
Wellspring Financial Advisors
Ohio
$320K -$161K -1,655 -34%
JLBC
1763
J.L. Bainbridge & Co
Florida
$319K -$116K -1,192 -27%
JWA
1764
JFS Wealth Advisors
Pennsylvania
$319K +$58.7K +602 +23%
KA
1765
Klingman & Associates
New York
$319K +$61.9K +635 +24%
CH
1766
Cromwell Holdings
Wyoming
$319K -$44.1K -452 -12%
WSCM
1767
Wellington Shields Capital Management
New York
$317K – – –
CIS
1768
Continental Investors Services
Washington
$317K +$1.95K +20 +0.6%
TWM
1769
Tolleson Wealth Management
Texas
$315K -$2.63K -27 -0.8%
SW
1770
Solidarity Wealth
Utah
$315K -$1.01M -10,395 -76%
CMA
1771
Cedar Mountain Advisors
Oregon
$314K +$28.7K +294 +10%
GCM
1772
Gables Capital Management
Florida
$313K +$107K +1,100 +52%
PFA
1773
Pure Financial Advisors
California
$313K -$80.8K -829 -21%
SVWAG
1774
Sound View Wealth Advisors Group
Georgia
$313K +$313K +3,210 New
DOA
1775
D'Orazio & Associates
Virginia
$312K -$24.9K -255 -7%
69 70
71
72 73