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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 %
VSQM
1951
V-Square Quantitative Management
Illinois
$225K -$39.5K -405 -15%
CCM
1952
Cohen Capital Management
California
$224K +$224K +2,302 New
AIC
1953
Archer Investment Corporation
Indiana
$224K +$20.8K +213 +10%
SF
1954
Symphony Financial
Texas
$224K -$33.1K -340 -13%
CW
1955
Cook Wealth
North Carolina
$224K +$224K +2,298 New
WEG
1956
World Equity Group
Illinois
$223K -$124K -1,272 -36%
LFP
1957
Lakeshore Financial Planning
Michigan
$223K +$223K +2,285 New
HL
1958
HeadInvest LLC
Maine
$222K +$222K +2,280 New
PPWM
1959
Paragon Private Wealth Management
Kentucky
$222K -$91.8K -942 -29%
GCM
1960
Greenland Capital Management
New York
$221K +$221K +2,267 New
SHGA
1961
Sand Hill Global Advisors
California
$221K +$221K +2,264 New
SAM
1962
Synergy Asset Management
Washington
$221K +$221K +2,263 New
GA
1963
Goldstein Advisors
Wisconsin
$220K +$220K +2,259 New
SPWG
1964
Syntegra Private Wealth Group
Missouri
$220K +$220K +2,258 New
RPCA
1965
Running Point Capital Advisors
California
$220K +$220K +2,255 New
SFG
1966
Sovereign Financial Group
Connecticut
$220K -$99.8K -1,024 -31%
IF
1967
Intrua Financial
Texas
$219K -$600K -6,156 -73%
BIP
1968
Blueprint Investment Partners
North Carolina
$219K +$219K +2,248 New
AI
1969
Accredited Investors
Minnesota
$219K +$219K +2,246 New
GWP
1970
Gen-Wealth Partners
Michigan
$219K -$38.9K -400 -15%
FF
1971
Francis Financial
$219K +$219K +2,244 New
PCG
1972
Prosperity Consulting Group
Maryland
$219K +$219K +2,241 New
RFN
1973
Redwood Financial Network
Ohio
$218K +$218K +2,241 New
MFA
1974
Mayflower Financial Advisors
Massachusetts
$218K +$218K +2,238 New
RRA
1975
Round Rock Advisors
Connecticut
$218K +$218K +2,234 New
77 78
79
80 81