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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
H
951
HoyleCohen
California
$1.47M -$67.8K -883 -4%
CCB
952
Country Club Bank
Missouri
$1.46M +$26.6K +346 +2%
HFA
953
HC Financial Advisors
California
$1.46M -$23.6K -307 -2%
CAG
954
Csenge Advisory Group
Florida
$1.45M -$193K -2,512 -12%
V
955
VeraBank
Texas
$1.44M -$15.4K -200 -1%
LFP
956
Leeward Financial Partners
Washington
$1.43M +$69.5K +905 +5%
CWM
957
Cordatus Wealth Management
Pennsylvania
$1.42M +$26.9K +350 +2%
CT
958
Chicago Trust
Illinois
$1.42M -$44.8K -583 -3%
CCA
959
Checchi Capital Advisers
California
$1.42M +$248K +3,229 +24%
LA
960
Legacy Advisors
Pennsylvania
$1.42M +$464K +6,042 +48%
LWM
961
Laidlaw Wealth Management
New York
$1.42M +$155K +2,018 +12%
GKWIM
962
Gerber Kawasaki Wealth & Investment Management
California
$1.41M -$1.19M -15,529 -46%
KCM
963
Kornitzer Capital Management
Kansas
$1.41M -$1.11M -14,488 -44%
RCA
964
Resonant Capital Advisors
Wisconsin
$1.4M +$48.8K +635 +4%
HCM
965
Harvey Capital Management
Florida
$1.4M -$76.8K -1,000 -5%
FI
966
Financial Insights
Washington
$1.39M +$845 +11 +0.1%
BCM
967
Brookstone Capital Management
Illinois
$1.39M +$11.8K +154 +0.9%
GIP
968
Granite Investment Partners
California
$1.38M -$9.98K -130 -0.7%
PCM
969
Parsons Capital Management
Rhode Island
$1.38M +$83.9K +1,093 +6%
LFDLE
970
La Financiere de L'Echiquier
France
$1.38M -$691K -9,000 -33%
CA
971
Continuum Advisory
Idaho
$1.38M +$289K +3,767 +26%
GITFIT
972
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$1.37M +$151K +1,963 +12%
QCM
973
Quantinno Capital Management
New York
$1.37M +$1.05M +13,694 +322%
IWA
974
IVC Wealth Advisors
Pennsylvania
$1.37M +$307 +4 +0%
GRP
975
Global Retirement Partners
California
$1.36M -$30K -390 -2%

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.