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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
CMP
726
Coston McIsaac & Partners
Maine
$2.86M +$2.88M +37,451 New
LSAG
727
Lake Street Advisors Group
New Hampshire
$2.82M +$255K +3,324 +10%
ET
728
Equitable Trust
Tennessee
$2.81M -$372K -4,846 -12%
RT
729
Rockland Trust
Massachusetts
$2.8M -$826K -10,756 -23%
SIA
730
Sit Investment Associates
Minnesota
$2.79M -$4.95M -64,492 -64%
SW
731
SteelPeak Wealth
California
$2.79M +$347K +4,523 +14%
TFA
732
Toth Financial Advisory
Virginia
$2.77M -$67.4K -877 -2%
HI
733
Harrington Investments
California
$2.77M -$41.1K -535 -1%
MFG
734
Merit Financial Group
Georgia
$2.76M +$2.27M +29,583 +451%
CWP
735
CFM Wealth Partners
Texas
$2.73M -$118K -1,535 -4%
AG
736
Ascent Group
Virginia
$2.73M +$31.7K +413 +1%
BMWM
737
Brown Miller Wealth Management
Virginia
$2.72M -$60.2K -784 -2%
Pacer Advisors
738
Pacer Advisors
Pennsylvania
$2.71M -$2.11M -27,505 -44%
LBC
739
Lowe Brockenbrough & Co
Virginia
$2.71M +$11.4K +149 +0.4%
AFA
740
Arlington Financial Advisors
California
$2.69M +$126K +1,646 +5%
VIA
741
Vickerman Investment Advisors
Washington
$2.69M +$442K +5,753 +20%
GC
742
Gould Capital
Washington
$2.69M +$115K +1,501 +4%
CA
743
Cornerstone Advisors
North Carolina
$2.67M
AT
744
American Trust
Kentucky
$2.67M -$537K -6,993 -17%
IMRF
745
Illinois Municipal Retirement Fund
Illinois
$2.67M +$1.06M +13,796 +65%
NGA
746
Naples Global Advisors
Florida
$2.67M +$351K +4,576 +15%
TWM
747
TLW Wealth Management
Florida
$2.65M +$2.67M +34,710 New
CP
748
CenterBook Partners
Connecticut
$2.65M +$1.34M +17,495 +102%
TBA
749
Tower Bridge Advisors
Pennsylvania
$2.61M -$725K -9,437 -22%
HVIA
750
Hudson Valley Investment Advisors
New York
$2.61M -$193K -2,509 -7%

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.