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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 %
IAG
1926
Investment Advisory Group
Massachusetts
$234K -$18.4K -189 -7%
BFAG
1927
Blackston Financial Advisory Group
Florida
$234K +$234K +2,396 New
CT
1928
Coastline Trust
Rhode Island
$232K -$812K -8,330 -78%
KWMG
1929
King Wealth Management Group
Florida
$232K +$232K +2,376 New
CFS
1930
Commonwealth Financial Services
West Virginia
$232K +$232K +2,379 New
BCP
1931
Blue Chip Partners
Michigan
$232K -$42.3K -434 -15%
AWA
1932
Archvest Wealth Advisors
California
$231K +$231K +2,374 New
DF
1933
Dunhill Financial
United Kingdom
$231K +$13.6K +139 +6%
DWM
1934
Destination Wealth Management
California
$231K +$231K +2,367 New
GWM
1935
Gitterman Wealth Management
New Jersey
$230K -$353K -3,623 -61%
SFG
1936
SNS Financial Group
Minnesota
$230K +$230K +2,360 New
HCA
1937
Harbour Capital Advisors
Virginia
$230K +$230K +2,399 New
FBFS
1938
First Business Financial Services
Wisconsin
$230K -$28.1K -288 -11%
OFS
1939
Orrstown Financial Services
Pennsylvania
$230K -$32.7K -335 -12%
HWM
1940
HRC Wealth Management
Idaho
$229K +$229K +2,351 New
FSA
1941
Fort Sheridan Advisors
Illinois
$229K +$229K +2,350 New
PHAM
1942
Palisades Hudson Asset Management
Florida
$229K +$229K +2,348 New
MFC
1943
Mechanics Financial Corp
Ohio
$228K -$799K -8,199 -78%
JFA
1944
JNBA Financial Advisors
Minnesota
$228K -$31.3K -321 -12%
KCM
1945
Kathmere Capital Management
Pennsylvania
$228K +$228K +2,340 New
OBWG
1946
Onyx Bridge Wealth Group
New York
$226K +$226K +2,321 New
RWA
1947
Redhawk Wealth Advisors
Minnesota
$226K -$115K -1,177 -34%
SWM
1948
Seed Wealth Management
Illinois
$225K +$225K +2,313 New
FA
1949
Fermata Advisors
California
$225K -$52.1K -535 -19%
SRC
1950
Sage Rhino Capital
California
$225K +$225K +2,307 New
76 77
78
79 80