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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 %
SSW
1826
Smith Shellnut Wilson
Mississippi
$284K – – –
SOS
1827
Silver Oak Securities
Tennessee
$284K +$33.7K +346 +13%
SL
1828
Sentinus LLC
Illinois
$283K +$283K +2,899 New
AWM
1829
Angeles Wealth Management
California
$283K -$15.2K -156 -5%
QC
1830
Quent Capital
New York
$282K -$80.8K -829 -22%
PNC
1831
Park National Corp
Ohio
$282K -$11.7K -120 -4%
SHFA
1832
SC&H Financial Advisors
Maryland
$281K -$23.8K -244 -8%
CFS
1833
CRA Financial Services
New Jersey
$281K -$975 -10 -0.3%
WCWM
1834
Willow Creek Wealth Management
California
$280K -$4.58K -47 -2%
WG
1835
Wealth Group
North Carolina
$280K -$45.6K -467 -14%
GFP
1836
Gryphon Financial Partners
Ohio
$279K -$83.9K -861 -23%
AT
1837
Avalon Trust
New Mexico
$279K – – –
PFS
1838
Prospect Financial Services
New York
$278K +$278K +2,848 New
SW
1839
StrongBox Wealth
Missouri
$276K -$585 -6 -0.2%
WC
1840
Waterloo Capital
Texas
$276K +$11.9K +122 +5%
PWA
1841
Physician Wealth Advisors
Utah
$275K -$1.14K -12 -0.4%
JA
1842
JVL Associates
Michigan
$275K +$682 +7 +0.2%
KB
1843
Kimelman & Baird
New York
$275K – – –
CAWM
1844
Capital Advisors Wealth Management
Washington
$274K +$8.87K +91 +3%
AM
1845
Atwater Malick
Pennsylvania
$272K – – –
MHR
1846
Matthew Hamilton Rosenberg
$271K +$14.5K +149 +6%
OCPWS
1847
One Charles Private Wealth Services
Massachusetts
$271K +$682 +7 +0.3%
FG
1848
Foster Group
Iowa
$271K -$2.83K -29 -1%
SAF
1849
Smith Anglin Financial
Texas
$270K +$18.5K +190 +7%
NAS
1850
Nicolet Advisory Services
Wisconsin
$270K +$270K +2,828 New
72 73
74
75 76