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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
OCM
601
One Capital Management
California
$3.99M +$121K +1,576 +3%
WS
602
Wedbush Securities
California
$3.98M -$203K -2,644 -5%
PWMAG
603
Pinnacle Wealth Management Advisory Group
New Jersey
$3.97M -$329K -4,285 -8%
BIA
604
Biondo Investment Advisors
Pennsylvania
$3.96M +$122K +1,590 +3%
HAS
605
HBW Advisory Services
California
$3.94M +$2.25M +29,304 +131%
SWP
606
Stratos Wealth Partners
Ohio
$3.93M -$491K -6,389 -11%
PCTC
607
Perkins Coie Trust Company
Washington
$3.93M +$127K +1,653 +3%
WAC
608
William Allan Corp
Colorado
$3.92M +$135K +1,761 +4%
PA
609
Perennial Advisors
New York
$3.92M +$124K +1,612 +3%
SPC
610
Sigma Planning Corp
Michigan
$3.91M -$355K -4,618 -8%
RG
611
Rathbones Group
United Kingdom
$3.9M +$1.43M +18,675 +58%
PFS
612
Prospera Financial Services
Texas
$3.89M +$127K +1,655 +3%
RFC
613
Regions Financial Corp
Alabama
$3.89M -$527K -6,858 -12%
EOJOAM
614
E. Ohman J:or Asset Management
Sweden
$3.88M -$146K -1,900 -4%
SGA
615
Strategic Global Advisors
California
$3.88M +$396K +5,158 +11%
Federated Hermes
616
Federated Hermes
Pennsylvania
$3.87M -$1.54M -20,095 -28%
BFG
617
Beacon Financial Group
Texas
$3.87M -$17.5K -228 -0.5%
HFS
618
HBC Financial Services
Washington
$3.86M +$77 +1 +0%
SCM
619
Stonebridge Capital Management
California
$3.85M -$257K -3,350 -6%
LNWWM
620
Laird Norton Wetherby Wealth Management
California
$3.85M +$206K +2,681 +6%
MCC
621
Money Concepts Capital
Florida
$3.84M -$96.8K -1,260 -3%
BA
622
Bristlecone Advisors
Washington
$3.84M +$124K +1,612 +3%
FCT
623
Family Capital Trust
Massachusetts
$3.84M +$45.2K +588 +1%
RMDI
624
R.M. Davis Inc
Maine
$3.83M -$124K -1,611 -3%
NA
625
NewEdge Advisors
Louisiana
$3.83M -$430K -5,596 -10%

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.