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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
SWM
776
Spire Wealth Management
Virginia
$2.4M -$1.68M -21,908 -41%
PWM
777
Perigon Wealth Management
California
$2.39M -$40.8K -531 -2%
PCP
778
Proficio Capital Partners
Massachusetts
$2.39M +$10.8K +141 +0.5%
MNBTD
779
Moody National Bank Trust Division
Texas
$2.39M -$310K -4,036 -11%
NIC
780
Northwest Investment Counselors
Oregon
$2.39M +$4.15K +54 +0.2%
MIC
781
Means Investment Company
Maine
$2.39M -$23.8K -310 -1%
BFPW
782
BOK Financial Private Wealth
Colorado
$2.38M -$348K -4,526 -13%
MSAM
783
Moloney Securities Asset Management
Missouri
$2.38M -$252K -3,283 -10%
RGC
784
Roberts, Glore & Co
Illinois
$2.38M -$20.7K -270 -0.9%
CCM
785
Cox Capital Management
Massachusetts
$2.36M -$82.9K -1,080 -3%
ERWM
786
Elk River Wealth Management
Colorado
$2.36M +$8.14K +106 +0.3%
PP
787
Pegasus Partners
Wisconsin
$2.35M +$103K +1,341 +5%
RIM
788
Redpoint Investment Management
Australia
$2.35M +$15.4K +200 +0.7%
BOTW
789
Bank of the West
California
$2.33M -$20.4K -266 -0.9%
CM
790
Crestline Management
Texas
$2.33M +$496K +6,464 +27%
B
791
Bellecapital
Switzerland
$2.3M +$309K +4,027 +15%
CK
792
Cohen Klingenstein
New York
$2.3M
FLI
793
Family Legacy Inc
South Carolina
$2.3M +$14.1K +183 +0.6%
PTC
794
Philadelphia Trust Company
Pennsylvania
$2.29M -$91.7K -1,194 -4%
ISB
795
Iowa State Bank
Iowa
$2.29M +$38.5K +501 +2%
BFEC
796
Benjamin F. Edwards & Company
Missouri
$2.26M -$661K -8,608 -23%
PA
797
Parallel Advisors
California
$2.26M +$59.1K +769 +3%
ICM
798
IMS Capital Management
Oregon
$2.25M -$21.4K -278 -0.9%
HNW
799
High Note Wealth
Minnesota
$2.25M +$69.8K +909 +3%
RGI
800
River Global Investors
United Kingdom
$2.25M +$269K +3,506 +14%

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.