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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
Tudor Investment Corp
576
Tudor Investment Corp
Connecticut
$4.29M +$3.61M +46,942 +505%
DZ Bank
577
DZ Bank
Germany
$4.29M -$9.6K -125 -0.2%
SAM
578
Stansberry Asset Management
Texas
$4.28M -$141K -1,833 -3%
ACP
579
Ashfield Capital Partners
California
$4.28M -$153K -1,991 -3%
OSAM
580
O'Shaughnessy Asset Management
Connecticut
$4.26M -$2.16M -28,072 -33%
NPA
581
Nichols & Pratt Advisers
Massachusetts
$4.26M -$1.48M -19,330 -26%
CJL
582
Cyrus J. Lawrence
New York
$4.25M -$353K -4,600 -8%
Connor, Clark & Lunn Investment Management (CC&L)
583
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$4.25M -$41.6M -541,113 -91%
AMM
584
American Money Management
California
$4.25M +$127K +1,657 +3%
AP
585
Advisor Partners
California
$4.23M +$768K +10,004 +22%
AssetMark Inc
586
AssetMark Inc
California
$4.21M +$1.78M +23,113 +72%
ClearBridge Investments
587
ClearBridge Investments
New York
$4.19M +$815K +10,607 +24%
Group One Trading
588
Group One Trading
Illinois
$4.19M -$12.9M -167,614 -75%
PMG
589
ProVise Management Group
Florida
$4.19M -$45.1K -587 -1%
Kovitz Investment Group Partners
590
Kovitz Investment Group Partners
Illinois
$4.19M -$582K -7,579 -12%
NFAM
591
North Fourth Asset Management
New Jersey
$4.16M +$4.19M +54,508 New
WF
592
WoodTrust Financial
Wisconsin
$4.16M -$127K -1,653 -3%
PCA
593
Providence Capital Advisors
North Carolina
$4.11M +$712K +9,270 +21%
HA
594
Hamel Associates
New Jersey
$4.09M +$19.4K +253 +0.5%
PCM
595
Palisade Capital Management
New Jersey
$4.08M -$6.7M -87,222 -62%
GF
596
Gabelli Funds
New York
$4.06M +$57.6K +750 +1%
IAN
597
Integrated Advisors Network
Texas
$4.04M +$2.23M +28,978 +121%
AA
598
Ancora Advisors
Ohio
$4.01M +$489K +6,364 +14%
First Eagle Investment Management
599
First Eagle Investment Management
New York
$3.99M -$27.5K -358 -0.7%
RC
600
RegentAtlantic Capital
New Jersey
$3.99M +$756K +9,845 +23%

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.