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Starbucks
SBUX

Overview Fund Activity

2,312 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, 754 increasing their positions, 1,078 reducing their positions, and 165 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,312
Holders Change
+76
Holders Change %
+3.4%
% of All Funds
33.44%
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
754
Reduced
1,078
Closed
165
Calls
$4.28B
Puts
$3.53B
Net Calls
+$741M
Net Calls Change
+$941M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$4.46B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$1.77B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.82B
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$1.48B
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.93B

Top Sellers

1
Barclays
1
Barclays
United Kingdom
$693M
2
Citadel Advisors
2
Citadel Advisors
Florida
$15M
3
Assenagon Asset Management
3
Assenagon Asset Management
Luxembourg
$16.6M
4
Stifel Financial
4
Stifel Financial
Missouri
$86M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$1.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFS
2451
Kelly Financial Services
Massachusetts
– -$67.6K -868 Closed
TSWM
2452
Tyler-Stone Wealth Management
Ohio
– -$63.7K -818 Closed
MS
2453
Mizuho Securities
Japan
– -$59.9K -770 Closed
YDMI
2454
Y.D. More Investments
Israel
– -$54K -697 Closed
AFWM
2455
Abich Financial Wealth Management
Virginia
– -$50.1K -643 Closed
OCM
2456
Orion Capital Management
California
– -$49.7K -639 Closed
RFA
2457
Register Financial Advisors
Georgia
– -$48.9K -628 Closed
SAM
2458
S.A. Mason
Michigan
– -$43.4K -558 Closed
BI
2459
Bramshill Investments
Florida
– -$38.9K -500 Closed
AWM
2460
Ameliora Wealth Management
Switzerland
– -$38.9K -500 Closed
OWA
2461
Opal Wealth Advisors
New York
– -$38.1K -489 Closed
SP
2462
SWS Partners
Ohio
– -$37.2K -477 Closed
CP
2463
Camelot Portfolios
Ohio
– -$32.6K -419 Closed
DMIC
2464
Dixon Mitchell Investment Counsel
British Columbia, Canada
– -$31.1K -400 Closed
RFG
2465
RFP Financial Group
Georgia
– -$24.1K -310 Closed
VAG
2466
VisionPoint Advisory Group
Texas
– -$23.7K -304 Closed
FWM
2467
Focused Wealth Management
New York
– -$21.8K -280 Closed
GIM
2468
Gold Investment Management
Alberta, Canada
– -$18.8K -241 Closed
TCCM
2469
Timber Creek Capital Management
Massachusetts
– -$13.9K -178 Closed
SSG
2470
Summit Securities Group
New York
– -$12K -150 Closed
AA
2471
AlphaMark Advisors
Kentucky
– -$12K -150 Closed
PIS
2472
POM Investment Strategies
North Carolina
– -$9.19K -118 Closed
DWA
2473
Delos Wealth Advisors
Texas
– -$8.02K -103 Closed
DP
2474
Denver PWM
Colorado
– -$4.24K -54 Closed
CC
2475
Cultivar Capital
Texas
– -$3.98K -51 Closed
96 97 98
99
100