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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
OPS
926
Orion Portfolio Solutions
Nebraska
$1.59M -$20.4K -266 -1%
LP
927
Lloyd Park
Illinois
$1.59M +$369K +4,805 +30%
CS
928
Cannell & Spears
New York
$1.57M
AF
929
Allworth Financial
California
$1.57M +$263K +3,428 +20%
AG
930
Advocate Group
Minnesota
$1.57M +$1.57M +20,496 New
RMC
931
Resources Management Corp
Connecticut
$1.56M -$431K -5,611 -21%
GCM
932
Graham Capital Management
Connecticut
$1.54M +$1.55M +20,144 New
VFA
933
Voya Financial Advisors
Connecticut
$1.53M +$549K +7,149 +56%
AWE
934
Avidian Wealth Enterprises
Texas
$1.53M +$114K +1,479 +8%
TF
935
Threadgill Financial
Texas
$1.53M -$22.8K -297 -1%
GWM
936
Geneos Wealth Management
Colorado
$1.51M -$219K -2,848 -13%
DFA
937
Delta Financial Advisors
Louisiana
$1.51M -$307 -4 -0%
RRCP
938
Rip Road Capital Partners
Massachusetts
$1.51M +$1.52M +19,800 New
BAM
939
Belpointe Asset Management
Nevada
$1.5M -$90.8K -1,182 -6%
KIC
940
Kensington Investment Counsel
California
$1.5M -$50.1K -652 -3%
BOH
941
Bank of Hawaii
Hawaii
$1.5M +$419K +5,461 +39%
TCA
942
Transcend Capital Advisors
New Jersey
$1.49M +$115K +1,502 +8%
I
943
INVST
Indiana
$1.48M +$1.07K +14 +0.1%
MA
944
Mutual Advisors
Nebraska
$1.48M -$70.5K -918 -5%
NFG
945
Nations Financial Group
Iowa
$1.48M -$20.9K -272 -1%
GIA
946
Gladstone Institutional Advisory
Florida
$1.48M +$167K +2,175 +13%
ZCI
947
Zevenbergen Capital Investments
Washington
$1.48M +$23K +300 +2%
MGP
948
Metis Global Partners
California
$1.48M +$62.5K +814 +4%
QCG
949
Quadrant Capital Group
Ohio
$1.47M +$29.7K +387 +2%
MMG
950
Monetary Management Group
Missouri
$1.47M

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.