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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 %
SCM
2051
Silvant Capital Management
Georgia
$156K – – –
LIA
2052
Luken Investment Analytics
Tennessee
$156K – – –
CWM
2053
Compass Wealth Management
Connecticut
$156K +$97 +1 +0.1%
TAM
2054
Tucker Asset Management
Colorado
$154K -$130K -1,332 -46%
OPTFSNA
2055
Old Point Trust & Financial Services N A
Virginia
$153K -$10.1K -104 -6%
AW
2056
Avion Wealth
Texas
$152K -$6.79K -70 -4%
SWM
2057
Sugarloaf Wealth Management
Georgia
$150K -$25.2K -258 -14%
MA
2058
MCF Advisors
Kentucky
$149K +$292 +3 +0.2%
RA
2059
Rise Advisors
New York
$147K -$3.71K -38 -2%
PP
2060
Pingora Partners
Wyoming
$146K -$19.5K -200 -12%
ICA
2061
Infrastructure Capital Advisors
New York
$146K +$146K +1,500 New
HCP
2062
Hexagon Capital Partners
Arkansas
$145K -$65.4K -671 -31%
BIM
2063
Breakwater Investment Management
Washington
$141K -$6.92K -71 -5%
BAM
2064
Byrne Asset Management
New Jersey
$140K +$49.2K +505 +54%
GGI
2065
Godsey & Gibb Inc
Virginia
$137K -$18.5M -189,908 -99%
GBT
2066
Grove Bank & Trust
Florida
$137K +$24K +246 +21%
GJIA
2067
Glass Jacobson Investment Advisors
Maryland
$131K +$4.97K +51 +4%
WPWM
2068
Western Pacific Wealth Management
Illinois
$129K – – –
WI
2069
Wintrust Investments
Illinois
$128K -$972K -10,002 -88%
HGERS
2070
Householder Group Estate & Retirement Specialist
Arizona
$128K -$774 -8 -0.6%
ATC
2071
Advantage Trust Company
Kansas
$126K – – –
NCM
2072
Northwest Capital Management
Oregon
$124K – – –
JEST
2073
JTC Employer Solutions Trustee
Jersey
$122K – – –
FC
2074
Fairscale Capital
New Hampshire
$120K – – –
BHWM
2075
Beaird Harris Wealth Management
Texas
$120K -$5.75K -59 -5%
81 82
83
84 85