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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 %
FDCP
2101
Foster Dykema Cabot & Partners
Massachusetts
$89.4K +$30.7K +315 +52%
YAL
2102
Your Advocates Ltd
Texas
$89.1K – – –
MLA
2103
MB, Levis & Associates
Pennsylvania
$89.1K +$390 +4 +0.4%
CWC
2104
Carolinas Wealth Consulting
North Carolina
$86.5K -$120K -1,235 -58%
TIM
2105
Tortoise Investment Management
New York
$85.7K – – –
RS
2106
Rakuten Securities
Japan
$85.4K -$72.8K -747 -46%
Optiver Holding
2107
Optiver Holding
Netherlands
$85K -$94.3K -967 -53%
BCMLT
2108
Beacon Capital Management LLC (Tennessee)
Tennessee
$84.6K +$29.3K +300 +53%
HWM
2109
Hemington Wealth Management
Virginia
$83K +$83K +850 New
CAS
2110
Coppell Advisory Solutions
Texas
$81.2K -$28.6K -294 -26%
KWAG
2111
Kiely Wealth Advisory Group
North Carolina
$80.5K – – –
JSAM
2112
J. Safra Asset Management
New York
$79.7K +$79.7K +819 New
EWP
2113
Elevation Wealth Partners
California
$78.9K – – –
WWP
2114
WR Wealth Planners
Missouri
$78.6K -$88.8K -911 -53%
GJWM
2115
Gilliland Jeter Wealth Management
Arkansas
$76.6K – – –
PCMC
2116
Planning Capital Management Corporation
Pennsylvania
$76.2K +$7.02K +72 +10%
PWS
2117
Peterson Wealth Services
Utah
$76.1K +$76.1K +780 New
FMP
2118
Financial Management Professionals
Texas
$75K +$6.7K +69 +10%
CNBTD
2119
Citizens National Bank Trust Department
Mississippi
$73.6K – – –
WB
2120
Webster Bank
Connecticut
$73.1K -$12.4K -127 -14%
TCG
2121
Transcendent Capital Group
Oklahoma
$71.1K +$195 +2 +0.3%
PWMG
2122
Prestige Wealth Management Group
New Jersey
$70.8K +$26.8K +275 +61%
CPA
2123
Capital Performance Advisors
California
$70.6K +$70.6K +725 New
CJL
2124
Cyrus J. Lawrence
New York
$70K -$50.2K -520 -42%
C
2125
Covestor
United Kingdom
$70K -$26.8K -276 -28%
83 84
85
86 87