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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 %
PCMC
1901
Private Capital Management (Colorado)
Colorado
$247K -$24.8K -254 -9%
HC
1902
Hamilton Capital
Ohio
$247K +$247K +2,529 New
HWM
1903
Horizon Wealth Management
Illinois
$247K +$247K +2,534 New
EA
1904
Emerald Advisors
Washington
$245K -$26.3K -272 -10%
SIC
1905
Sigma Investment Counselors
Michigan
$245K -$25.6K -263 -9%
SFA
1906
Souders Financial Advisors
Ohio
$244K +$244K +2,505 New
EMAM
1907
Encompass More Asset Management
California
$243K +$243K +2,497 New
AWM
1908
Aprio Wealth Management
Georgia
$243K -$50.3K -516 -17%
OFW
1909
Omnia Family Wealth
Florida
$242K +$242K +2,483 New
KCFA
1910
Key Client Fiduciary Advisors
New Jersey
$242K +$242K +2,481 New
CAM
1911
Cozad Asset Management
Illinois
$241K +$241K +2,474 New
RHJA
1912
Rice Hall James & Associates
California
$241K +$241K +2,468 New
WDG
1913
Wealth Dimensions Group
Ohio
$240K +$240K +2,465 New
BWL
1914
Bogart Wealth LLC
Virginia
$238K -$4.68M -48,024 -95%
GJCM
1915
Grand Jean Capital Management
California
$238K +$238K +2,443 New
YWS
1916
Yarger Wealth Strategies
Ohio
$238K +$238K +2,440 New
TFP
1917
Tilia Fiduciary Partners
North Carolina
$236K +$236K +2,422 New
RW
1918
REDW Wealth
New Mexico
$236K +$236K +2,421 New
PCA
1919
Pallas Capital Advisors
Massachusetts
$235K +$235K +2,421 New
C
1920
Certuity
Florida
$235K +$235K +2,413 New
KFGK
1921
Keystone Financial Group (Kentucky)
Kentucky
$234K +$234K +2,401 New
CWM
1922
Campbell Wealth Management
Virginia
$234K +$234K +2,399 New
WCA
1923
Westover Capital Advisors
Delaware
$234K +$234K +2,400 New
AIP
1924
ARS Investment Partners
New York
$234K +$234K +2,399 New
NCM
1925
Northside Capital Management
Oregon
$234K +$234K +2,398 New
75 76
77
78 79