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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
SFO
626
Stokes Family Office
Louisiana
$3.82M -$105K -1,367 -3%
IWP
627
Icon Wealth Partners
Texas
$3.81M -$221K -2,880 -5%
PWS
628
Peloton Wealth Strategists
Indiana
$3.81M -$231K -3,007 -6%
Fisher Asset Management
629
Fisher Asset Management
Washington
$3.78M -$2.89M -37,665 -43%
NMIMC
630
Northwestern Mutual Investment Management Company
Wisconsin
$3.78M +$23.6K +307 +0.6%
Lido Advisors
631
Lido Advisors
California
$3.77M -$7.07K -92 -0.2%
SAM
632
Silvercrest Asset Management
New York
$3.77M -$1.15M -15,013 -23%
O
633
Ossiam
France
$3.76M +$1.4M +18,182 +59%
SAM
634
Sabadell Asset Management
Spain
$3.76M
IFAM
635
Institutional & Family Asset Management
Colorado
$3.75M +$241K +3,132 +7%
ASN
636
Advisory Services Network
Georgia
$3.74M -$926K -12,061 -20%
GU
637
Georgetown University
District of Columbia
$3.74M +$24K +313 +0.6%
BRA
638
Bender Robert & Associates
California
$3.73M -$207K -2,692 -5%
BWM
639
BerganKDV Wealth Management
Minnesota
$3.72M +$3.18M +41,400 +567%
TCM
640
Telos Capital Management
California
$3.7M +$55.8K +727 +2%
PFO
641
Pathstone Family Office
New Jersey
$3.7M +$502K +6,530 +16%
VIA
642
Vident Investment Advisory
Georgia
$3.69M +$2.49M +32,401 +203%
VVP
643
Venture Visionary Partners
Ohio
$3.68M +$268K +3,494 +8%
BCV
644
Banque Cantonale Vaudoise
Switzerland
$3.68M -$203K -2,637 -5%
AWS
645
Atria Wealth Solutions
New York
$3.67M -$2.75M -35,813 -43%
TI
646
Tidal Investments
Wisconsin
$3.66M +$490K +6,383 +15%
HWA
647
HCR Wealth Advisors
California
$3.66M -$506K -6,585 -12%
AHC
648
Adell Harriman & Carpenter
Texas
$3.65M -$869K -11,311 -19%
EWM
649
Evercore Wealth Management
New York
$3.65M -$230K -2,992 -6%
BRWA
650
B. Riley Wealth Advisors
Florida
$3.64M +$10.3K +134 +0.3%

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.