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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 %
FF
2151
Friedenthal Financial
New Jersey
$50.5K +$50.5K +518 New
FWM
2152
FSA Wealth Management
Massachusetts
$48.8K +$48.8K +500 New
WFA
2153
West Financial Advisors
Iowa
$48.5K – – –
KA
2154
Kozak & Associates
Colorado
$48.2K +$286 +3 +0.6%
AT
2155
Arlington Trust
Alabama
$46.6K -$70.7K -725 -60%
RCM
2156
Raleigh Capital Management
North Carolina
$46K +$4.1K +42 +10%
POIA
2157
Pin Oak Investment Advisors
Texas
$45K +$5.59K +58 +14%
ACM
2158
Anfield Capital Management
California
$44.7K – – –
MWA
2159
MFA Wealth Advisors
Pennsylvania
$44.7K +$6.34K +65 +17%
AP
2160
Aspect Partners
Virginia
$44.4K +$98 +1 +0.2%
PGAM
2161
Princeton Global Asset Management
New Jersey
$43.9K -$34.8K -357 -44%
BMC
2162
Bear Mountain Capital
Washington
$43.7K +$95 +1 +0.2%
CSWM
2163
Cassady Schiller Wealth Management
Ohio
$43.6K -$1.66K -17 -4%
DIP
2164
DT Investment Partners
Pennsylvania
$41.7K +$11.8K +121 +39%
CYG
2165
Clean Yield Group
Vermont
$40.6K -$18.9K -194 -32%
HWM
2166
HighMark Wealth Management
Minnesota
$39.5K -$3.41K -35 -8%
OC
2167
Oarsman Capital
Wisconsin
$39.1K +$39.1K +401 New
SWC
2168
Spectrum Wealth Counsel
Indiana
$39K -$3.02K -31 -7%
KLWA
2169
Kelly Lawrence W & Associates
California
$39K – – –
SA
2170
SRH Advisors
Kansas
$39K – – –
SIS
2171
Strategic Investment Solutions
Illinois
$38.6K +$6.84K +70 +22%
BIA
2172
Bell Investment Advisors
California
$38K – – –
FCG
2173
Financial Connections Group
California
$38K – – –
NMG
2174
New Millennium Group
Utah
$37.5K +$4.88K +50 +15%
GSEP
2175
Golden State Equity Partners
California
$37.1K -$362K -3,713 -91%
85 86
87
88 89