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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 %
AA
1776
Alta Advisers
United Kingdom
$312K – – –
RTC
1777
Riverview Trust Company
Washington
$312K +$10.2K +105 +3%
BHBT
1778
Burke & Herbert Bank & Trust
Virginia
$310K – – –
EIP
1779
Ellis Investment Partners
Pennsylvania
$309K -$22.7K -233 -7%
TC
1780
Tacita Capital
Ontario, Canada
$309K – – –
CWM
1781
Centric Wealth Management
Illinois
$308K -$9.61K -100 -3%
EAM
1782
Evanson Asset Management
California
$308K -$19.3K -198 -6%
TFF
1783
The Family Firm
Maryland
$308K -$41K -421 -12%
WA
1784
Waddell & Associates
Tennessee
$307K -$6.04K -62 -2%
SGK
1785
Steigerwald Gordon & Koch
Virginia
$307K +$2.15K +22 +0.7%
FCM
1786
Fourpath Capital Management
Oklahoma
$307K +$307K +3,152 New
CCWM
1787
Correct Capital Wealth Management
Missouri
$307K -$7.31K -75 -2%
CNBT
1788
Canandaigua National Bank & Trust
New York
$306K +$4.78K +49 +2%
PSIWM
1789
Paradigm Strategies in Wealth Management
Minnesota
$306K +$97 +1 +0%
REMPR
1790
Roof Eidam Maycock Peralta (REMP)
California
$306K +$2.44K +25 +0.8%
LA
1791
LVW Advisors
New York
$306K +$47.5K +487 +18%
TWP
1792
Tempus Wealth Planning
California
$306K -$143K -1,465 -32%
MAWCM
1793
Mine & Arao Wealth Creation & Management
California
$305K -$12.1K -124 -4%
BBA
1794
BLB&B Advisors
Pennsylvania
$304K -$12.7K -130 -4%
FMN
1795
Financial Management Network
California
$303K +$303K +3,138 New
B
1796
BetterWealth
California
$303K – – –
MPW
1797
Monterey Private Wealth
California
$302K -$40.6K -416 -12%
C
1798
CEDRUS
Colorado
$301K +$301K +3,092 New
SXL
1799
Summit X LLC
Missouri
$301K -$60.7K -779 -17%
SC
1800
Sapient Capital
Indiana
$300K -$136K -1,392 -31%
70 71
72
73 74