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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
CCG
826
Cloverfields Capital Group
Minnesota
$2.09M +$10.6K +138 +0.5%
SWA
827
SFMG Wealth Advisors
Texas
$2.08M +$341K +4,443 +19%
TAM
828
Taurus Asset Management
New York
$2.07M -$60.4K -786 -3%
PA
829
Probity Advisors
Texas
$2.07M -$8.99K -117 -0.4%
HF
830
HRT Financial
New York
$2.06M -$4.48M -58,359 -68%
VI
831
Vestcor Inc
New Brunswick, Canada
$2.04M +$630K +8,208 +44%
WCF
832
West Coast Financial
California
$2.04M -$4.13M -53,785 -67%
CG
833
Colony Group
Massachusetts
$2.04M -$586K -7,624 -22%
FA
834
Financial Avengers
California
$2.03M +$362K +4,719 +22%
WA1
835
Wimmer Associates 1
California
$2.03M +$3.84K +50 +0.2%
ACA
836
Aspire Capital Advisors
Washington
$2.03M +$385K +5,019 +23%
SA
837
Sicart Associates
New York
$2.02M +$61.8K +805 +3%
USGIU
838
U.S. Global Investors (USGI)
Texas
$2.02M +$1.61M +21,000 +382%
JGC
839
J. Goldman & Co
New York
$2.02M +$2.03M +26,392 New
WDA
840
Wendell David Associates
New Hampshire
$2.01M -$403K -5,242 -17%
FMI
841
F/M Investments
District of Columbia
$2.01M +$1.38M +17,982 New
S
842
Surevest
California
$2.01M +$364K +4,744 +22%
CHAM
843
Clear Harbor Asset Management
Connecticut
$2M +$2.02M +26,253 New
S
844
SignatureFD
Georgia
$2M +$490K +6,386 +32%
AWA
845
Aaron Wealth Advisors
Illinois
$2M -$88.6M -1,154,194 -98%
WP
846
Waycross Partners
Kentucky
$1.99M -$7.68K -100 -0.4%
VFM
847
Viking Fund Management
North Dakota
$1.99M +$461K +6,000 +30%
MYIA
848
Mount Yale Investment Advisors
Colorado
$1.98M +$720K +9,370 +56%
PWS
849
Peterson Wealth Services
Utah
$1.97M +$106K +1,385 +6%
IRAG
850
Investment Research & Advisory Group
Georgia
$1.97M +$215K +2,794 +12%

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.