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2,141 hedge funds and large institutions have $60B invested in Starbucks in 2022 Q2 according to their latest regulatory filings, with 128 funds opening new positions, 901 increasing their positions, 908 reducing their positions, and 224 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more call options, than puts

Call options by funds: $1.69B | Put options by funds: $1.6B

0.31% more ownership

Funds ownership: 68.33%68.64% (+0.31%)

1% less repeat investments, than reductions

Existing positions increased: 901 | Existing positions reduced: 908

3% less funds holding in top 10

Funds holding in top 10: 3736 (-1)

6% less funds holding

Funds holding: 2,2722,141 (-131)

16% less capital invested

Capital invested by funds: $71.3B → $60B (-$11.3B)

43% less first-time investments, than exits

New positions opened: 128 | Existing positions closed: 224

Holders
2,141
Holders Change
-131
Holders Change %
-5.77%
% of All Funds
36.06%
Holding in Top 10
36
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.7%
% of All Funds
0.61%
New
128
Increased
901
Reduced
908
Closed
224
Calls
$1.69B
Puts
$1.6B
Net Calls
+$91.5M
Net Calls Change
+$631M
Name Holding Trade Value Shares
Change
Change in
Stake
Zurich Cantonal Bank
226
Zurich Cantonal Bank
Switzerland
$22.3M +$465K +6,060 +2%
BPCE
227
Bank Pictet & Cie (Europe)
Germany
$22.2M -$705K -9,175 -3%
FAF
228
Fjarde Ap-fonden
Sweden
$22M +$1.41M +18,400 +7%
Janney Montgomery Scott
229
Janney Montgomery Scott
Pennsylvania
$22M -$729K -9,491 -3%
IP
230
Interval Partners
New York
$21.8M +$11.9M +155,469 +120%
State of Tennessee, Department of Treasury
231
State of Tennessee, Department of Treasury
Tennessee
$21.1M +$1.98M +25,791 +10%
OC
232
Oppenheimer & Co
New York
$20.6M +$310K +4,036 +2%
MML Investors Services
233
MML Investors Services
Massachusetts
$20.6M +$1.04M +13,512 +5%
National Bank of Canada
234
National Bank of Canada
Quebec, Canada
$20.6M -$17.6M -229,733 -46%
Rockefeller Capital Management
235
Rockefeller Capital Management
New York
$20.6M -$1.09M -14,184 -5%
AAM
236
Advisors Asset Management
Colorado
$20.3M -$683K -8,891 -3%
PA
237
Pinnacle Associates
New York
$19.7M +$1.85M +24,149 +10%
GT
238
Glenmede Trust
Pennsylvania
$19.6M -$4.28M -55,776 -18%
DIA
239
Davidson Investment Advisors
Montana
$19.6M +$3.01M +39,187 +18%
WF
240
Welch & Forbes
Massachusetts
$19.5M +$833K +10,847 +4%
GGS
241
Galvin Gaustad & Stein
Arizona
$19.5M +$1.78M +23,143 +10%
Vontobel Holding
242
Vontobel Holding
Switzerland
$19M -$1.09M -14,222 -5%
Comerica Bank
243
Comerica Bank
Texas
$19M -$533K -6,935 -3%
TIM
244
Tikehau Investment Management
France
$19M +$472K +6,145 +3%
Neuberger Berman Group
245
Neuberger Berman Group
New York
$19M -$77.3M -1,006,152 -80%
GW
246
GW & Wade
Massachusetts
$18.6M -$60K -781 -0.3%
BFS
247
Bradley Foster & Sargent
Connecticut
$18.4M -$1.23M -16,069 -6%
GT
248
Glenview Trust
Kentucky
$18.3M +$4.45M +57,914 +32%
OAM
249
Oppenheimer Asset Management
New York
$17.8M -$523K -6,816 -3%
FLII
250
First Long Island Investors
New York
$17.6M +$2.61M +34,038 +17%

SBUX Hedge Fund Activity: Q2 2022 in Review

2,141 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in Starbucks (SBUX) for Q2 2022, worth a combined $60B — down 16% from $71.3B a quarter earlier.

Sellers outnumbered buyers: 224 funds closed out of SBUX and 128 opened new positions — a net loss of 96 holders — while 908 trimmed existing stakes and 901 added.

The largest buyer was Wellington Management Group, adding an estimated $830M. The largest seller was Magellan Asset Management, cutting an estimated $765M.

  • 2,141 institutional investors held Starbucks (SBUX) as of Q2 2022, down from 2,272 in Q1 2022.
  • Funds reported $60B of Starbucks stock for Q2 2022, down 16% quarter-over-quarter.
  • 128 funds opened new Starbucks positions in Q2 2022 and 224 closed out, a net change of -96 holders.
  • The largest Starbucks buyer in Q2 2022 was Wellington Management Group, an estimated $830M added.
  • The largest Starbucks seller in Q2 2022 was Magellan Asset Management, an estimated $765M sold.

Based on aggregated 13F filings for Q2 2022.