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 %
WA
1851
Wambolt & Associates
Colorado
$270K -$38.8K -398 -13%
MCM
1852
Morton Capital Management
California
$270K +$270K +2,768 New
MMPW
1853
Mitchell McLeod Pugh & Williams
Alabama
$270K +$2.93K +30 +1%
GI
1854
GAMCO Investors
Connecticut
$269K -$86.3K -885 -24%
LCWP
1855
Legacy Capital Wealth Partners
Arkansas
$267K +$267K +2,741 New
LWL
1856
Leo Wealth LLC
Texas
$267K +$267K +2,735 New
THCM
1857
Taylor Hoffman Capital Management
Virginia
$267K +$267K +2,728 New
FA
1858
Fountainhead AM
New Jersey
$266K -$4.97K -51 -2%
CCA
1859
Childress Capital Advisors
Texas
$266K +$12.3K +126 +5%
CWS
1860
Confluence Wealth Services
Pennsylvania
$266K -$135K -1,381 -34%
SCA
1861
Sage Capital Advisors
South Dakota
$266K +$292 +3 +0.1%
BHC
1862
Bowen Hanes & Co
Florida
$265K – – –
AA
1863
Acorns Advisers
California
$265K +$265K +2,721 New
SA
1864
Strategic Advisors
New York
$264K – – –
AWS
1865
Arkfeld Wealth Strategies
Nebraska
$263K -$11.9K -123 -4%
DCBT
1866
Dakota Community Bank & Trust
North Dakota
$263K -$63.4K -650 -19%
CB
1867
Cadence Bank
Mississippi
$261K -$5.56K -57 -2%
VWM
1868
Venturi Wealth Management
Texas
$261K -$954K -9,787 -79%
SWA
1869
ShankerValleau Wealth Advisors
Illinois
$261K -$19.5K -200 -7%
WPC
1870
White Pine Capital
Minnesota
$260K +$260K +2,670 New
CA
1871
Cullinan Associates
Kentucky
$260K -$9.64K -100 -4%
WH
1872
Wallace Hart
Kentucky
$260K +$260K +2,669 New
WP
1873
WealthShield Partners
North Carolina
$259K +$259K +2,661 New
SI
1874
Stonekeep Investments
New Mexico
$258K +$258K +2,648 New
AM
1875
AGF Management
Ontario, Canada
$258K -$1.07M -10,986 -81%
73 74
75
76 77