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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 %
CTA
2126
Colonial Trust Advisors
South Carolina
$68.7K +$97 +1 +0.1%
CCMI
2127
Creative Capital Management Investments
California
$67.8K – – –
CCM
2128
Chilton Capital Management
Texas
$67.7K -$30.8K -316 -31%
SCA
2129
Stuart Chaussee & Associates
California
$66.8K – – –
DWS
2130
Dynamic Wealth Strategies
California
$66K – – –
RDFA
2131
Ritter Daniher Financial Advisory
Ohio
$65.4K – – –
AAG
2132
Armstrong Advisory Group
Massachusetts
$64.8K -$2.93K -30 -4%
ACA
2133
American Capital Advisory
Idaho
$63.4K -$15.4K -158 -20%
MAM
2134
Meeder Asset Management
Ohio
$63.3K -$27.3K -280 -30%
MRCM
2135
M&R Capital Management
New Jersey
$63.1K +$7.81K +80 +14%
BONH
2136
Bank of New Hampshire
New Hampshire
$62.9K -$60.3K -619 -49%
PCFFS
2137
Pacific Center for Financial Services
California
$62.5K +$2.92K +30 +5%
GKIM
2138
GW&K Investment Management
Massachusetts
$61K +$22.9K +236 +60%
GEA
2139
Glen Eagle Advisors
New Jersey
$60.9K -$12.8K -131 -17%
CTB
2140
Country Trust Bank
Illinois
$60.6K -$30.6K -314 -34%
AWM
2141
Abound Wealth Management
Tennessee
$60.4K +$98 +1 +0.2%
1IA
2142
1620 Investment Advisors
Massachusetts
$59.3K +$877 +9 +2%
FPF
2143
First Pacific Financial
Washington
$58.7K – – –
BC
2144
Barrett & Company
Rhode Island
$56.5K – – –
FGA
2145
Fortis Group Advisors
New Jersey
$54.6K – – –
BBPWM
2146
Blue Bell Private Wealth Management
Pennsylvania
$52.8K -$9.74K -100 -16%
WWM
2147
Wolff Wiese Magana
California
$52.6K +$97 +1 +0.2%
OLVIG
2148
Oliver Lagore Vanvalin Investment Group
Michigan
$52.1K +$12.2K +125 +31%
CCA
2149
Criterion Capital Advisors
Tennessee
$52K – – –
FFA
2150
Fairfield Financial Advisors
Massachusetts
$51.7K +$292 +3 +0.6%
84 85
86
87 88