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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 %
FP
2251
Financial Perspectives
Minnesota
$11.3K – – –
FC
2252
Family CFO
California
$11.2K – – –
IA
2253
IFS Advisors
Kansas
$10.9K – – –
AA
2254
Addison Advisors
Vermont
$10.4K – – –
CIAS
2255
CBIZ Investment Advisory Services
Ohio
$10.4K – – –
GA
2256
GoalVest Advisory
New York
$10.4K +$10.4K +107 New
FG
2257
Fairman Group
Pennsylvania
$9.91K +$97 +1 +1%
LFA
2258
Livelsberger Financial Advisory
Ohio
$9.75K +$9.75K +100 New
UCI
2259
Uncommon Cents Investing
Wisconsin
$9.75K +$9.75K +100 New
GWSA
2260
Global Wealth Strategies & Associates
Colorado
$9.46K – – –
FFA
2261
Frazier Financial Advisors
Ohio
$9.37K +$1.46K +15 +19%
VWA
2262
Valued Wealth Advisors
Utah
$9.36K +$1.07K +11 +13%
OA
2263
Operose Advisors
Wisconsin
$9.26K -$4.88K -50 -34%
KFP
2264
Keener Financial Planning
Texas
$9K – – –
RFG
2265
REAP Financial Group
Texas
$8.97K +$8.97K +92 New
PA
2266
Pineridge Advisors
Missouri
$8.77K – – –
SGC
2267
Slocum, Gordon & Co
Rhode Island
$8.58K – – –
PCM
2268
Penserra Capital Management
California
$8K +$267 +3 +3%
MAM
2269
Marquette Asset Management
Minnesota
$7.8K – – –
IAIM
2270
International Assets Investment Management
Florida
$7.72K +$7.65K +745,707 +11,217%
FFL
2271
Financial Freedom LLC
Ohio
$7.69K – – –
CAM
2272
Creekmur Asset Management
Illinois
$7.41K -$1.95K -20 -21%
SRCM
2273
Signature Resources Capital Management
California
$7.31K -$97 -1 -1%
LOIM
2274
Liberty One Investment Management
Illinois
$7.1K -$18.4M -189,248 -100%
MSFP
2275
Mark Sheptoff Financial Planning
Connecticut
$6.73K – – –
89 90
91
92 93