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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 %
BCM
1876
Boltwood Capital Management
California
$258K -$2.93K -30 -1%
HDIM
1877
Hanson & Doremus Investment Management
Vermont
$258K -$350K -3,589 -58%
CIAS
1878
CFS Investment Advisory Services
New Jersey
$258K +$258K +2,644 New
FFO
1879
Fortitude Family Office
Arizona
$257K +$229K +2,345 +795%
NME
1880
Notis-McConarty Edward
$256K -$159K -1,634 -38%
MTWM
1881
Masso Torrence Wealth Management
New Jersey
$256K +$3.12K +32 +1%
IHWM
1882
Iron Horse Wealth Management
Iowa
$255K -$25.5K -262 -9%
VC
1883
Vestor Capital
Illinois
$254K +$76.2K +781 +43%
PCA
1884
Private Capital Advisors
Connecticut
$254K +$254K +2,601 New
AWM
1885
AllSquare Wealth Management
New York
$253K – – –
AFP
1886
Ausdal Financial Partners
Iowa
$253K -$80.8K -829 -24%
FCA
1887
Fortis Capital Advisors
Kansas
$253K -$14.7K -151 -5%
AFG
1888
Allegheny Financial Group
Pennsylvania
$252K +$252K +2,590 New
PAM
1889
Peak Asset Management
Colorado
$252K – – –
LP
1890
LGL Partners
Pennsylvania
$252K -$31.6K -324 -11%
SIC
1891
Sterling Investment Counsel
New York
$251K +$195 +2 +0.1%
SFP
1892
Sweet Financial Partners
Minnesota
$251K -$60.7K -623 -20%
MAM
1893
Mystic Asset Management
Rhode Island
$250K -$70.1K -719 -22%
GWSG
1894
GPS Wealth Strategies Group
Colorado
$250K +$12.9K +132 +5%
CT
1895
Colonial Trust
South Carolina
$249K -$30.6K -314 -11%
SCM
1896
Stonehearth Capital Management
Massachusetts
$249K -$1.56K -16 -0.6%
CWM
1897
Cedar Wealth Management
California
$249K – – –
CWM
1898
Centurion Wealth Management
Virginia
$249K +$249K +2,554 New
HWMO
1899
Heritage Wealth Management (Ohio)
Ohio
$249K +$249K +2,550 New
LGW
1900
Leslie Global Wealth
Illinois
$248K +$248K +2,544 New
74 75
76
77 78