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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
AWM
851
Apollon Wealth Management
South Carolina
$1.96M +$130K +1,696 +7%
AP
852
Arlington Partners
Alabama
$1.96M +$13.1K +171 +0.7%
CT
853
Cambridge Trust
Massachusetts
$1.95M -$2.75M -35,831 -58%
MF
854
Manchester Financial
California
$1.94M +$14.7K +191 +0.8%
MJB
855
Mark J. Bradley
$1.93M -$311K -4,050 -14%
RPC
856
Rossmore Private Capital
Connecticut
$1.93M -$1.36M -17,741 -41%
PFPT
857
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.92M +$59.3K +772 +3%
MA
858
Montag & Associates
Georgia
$1.92M -$708K -9,225 -27%
CG
859
Caprock Group
Idaho
$1.91M +$101K +1,319 +6%
BO
860
Bank OZK
Arkansas
$1.91M -$71K -924 -4%
TPA
861
Trivium Point Advisory
Connecticut
$1.91M -$31K -403 -2%
MCM
862
MV Capital Management
Maryland
$1.91M +$2.15K +28 +0.1%
MVA
863
Mount Vernon Associates
Maryland
$1.9M +$3.84K +50 +0.2%
FWM
864
Frontier Wealth Management
Missouri
$1.88M -$360K -4,690 -16%
MWM
865
Mission Wealth Management
California
$1.88M -$69K -898 -4%
FHA
866
First Horizon Advisors
Tennessee
$1.88M +$208K +2,712 +12%
SCA
867
Stonebridge Capital Advisors
Minnesota
$1.87M +$52.2K +680 +3%
TA
868
Townsend & Associates
Colorado
$1.87M +$27.9K +363 +2%
HPWM
869
Highland Private Wealth Management
Washington
$1.86M +$38.9K +507 +2%
ONB
870
Old National Bancorp
Indiana
$1.86M +$161K +2,098 +9%
CBT
871
Central Bank & Trust
Kentucky
$1.85M -$20K -260 -1%
BFA
872
Buttonwood Financial Advisors
Maryland
$1.84M +$226K +2,949 +14%
BAS
873
Brown Advisory Securities
Maryland
$1.84M -$188K -2,448 -9%
EF
874
Empirical Finance
Pennsylvania
$1.84M +$87K +1,133 +5%
CSA
875
Cottage Street Advisors
Massachusetts
$1.83M -$81.9K -1,066 -4%

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.