We are live on ! Find out more
SBUX icon

Starbucks

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
HZ
676
Hixon Zuercher
Ohio
$3.31M +$354K +4,609 +12%
EDRH
677
Edmond de Rothschild Holding
Switzerland
$3.26M +$653K +8,506 +25%
SFI
678
Siemens Fonds Invest
Germany
$3.26M -$35.6K -463 -1%
ACM
679
Alpha Capital Management
Texas
$3.25M +$380K +4,943 +13%
BPCA
680
Bank Pictet & Cie (Asia)
Singapore
$3.25M -$106K -1,380 -3%
BPWM
681
Badgley Phelps Wealth Managers
Washington
$3.24M +$163K +2,119 +5%
PHIC
682
Pine Haven Investment Counsel
Massachusetts
$3.23M +$19.7K +256 +0.6%
JAMH
683
Junson Asset Management (HK)
Hong Kong
$3.22M
AAM
684
Artha Asset Management
New Jersey
$3.21M -$2M -26,000 -38%
SN
685
Sittner & Nelson
Oregon
$3.21M +$40K +521 +1%
FMC
686
First Merchants Corp
Indiana
$3.19M -$154K -2,005 -5%
LRPA
687
L. Roy Papp & Associates
Arizona
$3.19M -$240K -3,128 -7%
LSPW
688
Lake Street Private Wealth
Illinois
$3.18M +$15.9K +207 +0.5%
VAS
689
Vestmark Advisory Solutions
Massachusetts
$3.18M +$1.07M +13,881 +50%
MCA
690
Martin Capital Advisors
Texas
$3.17M
SC
691
Slow Capital
California
$3.16M -$26.9K -350 -0.8%
CCM
692
Conway Capital Management
California
$3.13M +$88.3K +1,150 +3%
GC
693
Garde Capital
Washington
$3.13M -$291K -3,792 -8%
FAP
694
Financial Advisory Partners
Florida
$3.08M +$58.4K +760 +2%
AAM
695
Azzad Asset Management
Virginia
$3.07M +$1.53M +19,951 +95%
ECM
696
EagleClaw Capital Management
Massachusetts
$3.06M -$121K -1,575 -4%
EAM
697
EULAV Asset Management
Florida
$3.06M +$307K +3,998 +11%
BBWA
698
Bell & Brown Wealth Advisors
California
$3.05M +$58.2K +758 +2%
SIMM
699
Stillwater Investment Management (Minnesota)
Minnesota
$3.05M +$66.5K +866 +2%
CW
700
CreativeOne Wealth
Kansas
$3.04M +$1.11M +14,396 +57%

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.