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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
Capital International Investors
26
Capital International Investors
California
$416M +$418M +5,447,536 New
Franklin Resources
27
Franklin Resources
California
$404M -$4.11M -53,455 -1%
Swiss National Bank
28
Swiss National Bank
Switzerland
$381M -$7.03M -91,600 -2%
Janus Henderson Group
29
Janus Henderson Group
United Kingdom
$365M +$63.4M +826,058 +21%
Fidelity Investments
30
Fidelity Investments
Massachusetts
$342M -$202M -2,627,767 -37%
Goldman Sachs
31
Goldman Sachs
New York
$339M +$17.1M +222,008 +5%
JIM
32
Jensen Investment Management
Oregon
$332M +$9.82M +127,926 +3%
Nordea Investment Management
33
Nordea Investment Management
Sweden
$313M +$52.4M +682,511 +20%
Stifel Financial
34
Stifel Financial
Missouri
$303M +$16.7M +217,114 +6%
Winslow Capital Management
35
Winslow Capital Management
Minnesota
$293M +$294M +3,833,542 New
EVM
36
Eaton Vance Management
Massachusetts
$293M -$10.6M -138,229 -3%
UBS AM
37
UBS AM
Illinois
$291M -$30.4M -396,473 -9%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$272M +$56.3M +733,667 +26%
Lazard Asset Management
39
Lazard Asset Management
New York
$270M -$79.1M -1,029,622 -23%
Amundi
40
Amundi
France
$263M +$24.3M +316,497 +10%
BCF
41
BLS Capital Fondsmaeglerselskab
Denmark
$262M +$114M +1,490,445 +77%
Sumitomo Mitsui Trust Group
42
Sumitomo Mitsui Trust Group
Japan
$254M +$2.42M +31,471 +1%
BA
43
Bridgewater Associates
Connecticut
$248M -$4.34M -56,537 -2%
LCOV
44
London Company of Virginia
Virginia
$242M +$52.6M +685,390 +28%
Truist Financial
45
Truist Financial
North Carolina
$228M +$110M +1,437,308 +93%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$216M -$13.1M -169,970 -6%
Dimensional Fund Advisors
47
Dimensional Fund Advisors
Texas
$213M +$165K +2,142 +0.1%
BG
48
Bahl & Gaynor
Ohio
$209M +$68.6M +893,454 +48%
D.E. Shaw & Co
49
D.E. Shaw & Co
New York
$205M -$119M -1,545,082 -37%
Mackenzie Financial
50
Mackenzie Financial
Ontario, Canada
$201M +$55.6M +723,839 +38%

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.