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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
AFA
976
Abacus FCF Advisors
Florida
$1.36M -$56.2K -732 -4%
MWM
977
Marion Wealth Management
Pennsylvania
$1.35M +$338K +4,396 +33%
CHP
978
Cable Hill Partners
Oregon
$1.35M +$607K +7,906 +81%
CLOS
979
Compagnie Lombard Odier SCmA
Switzerland
$1.35M +$52.2K +680 +4%
WA
980
WBH Advisory
Maryland
$1.35M -$37K -482 -3%
FS
981
Ferguson Shapiro
Georgia
$1.34M +$1.34M +17,503 New
FFA
982
Founders Financial Alliance
North Carolina
$1.34M +$374K +4,871 +39%
PFG
983
PAX Financial Group
Texas
$1.33M +$174K +2,260 +15%
LWP
984
Lumature Wealth Partners
Georgia
$1.33M +$183K +2,382 +16%
TMAM
985
Tokio Marine Asset Management
Japan
$1.32M +$137K +1,778 +11%
FB
986
Fulton Bank
Pennsylvania
$1.32M +$3.3K +43 +0.3%
DBRC
987
D.B. Root & Company
Pennsylvania
$1.3M -$32.3K -421 -2%
LFM
988
LGT Fund Management
Liechtenstein
$1.3M -$29.6K -386 -2%
HW
989
Hedeker Wealth
Illinois
$1.29M -$1.86M -24,275 -60%
DFC
990
DB Fitzpatrick & Co
Idaho
$1.29M +$9.68K +126 +0.8%
EF
991
Exeter Financial
Arizona
$1.29M +$34.7K +452 +3%
SS
992
Simplicity Solutions
Minnesota
$1.29M +$79K +1,029 +6%
MCCP
993
Mission Creek Capital Partners
California
$1.29M +$3.61K +47 +0.3%
LC
994
Lindbrook Capital
California
$1.29M +$12.4K +162 +1%
CWM
995
Centric Wealth Management
Illinois
$1.27M +$76.1K +991 +6%
VCP
996
Verus Capital Partners
Arizona
$1.27M -$268K -3,484 -17%
DIA
997
Dana Investment Advisors
Wisconsin
$1.26M -$550K -7,156 -30%
ZIG
998
Zurich Insurance Group
Switzerland
$1.26M +$1.27M +16,500 New
CC
999
Chicago Capital
Illinois
$1.26M +$3.46K +45 +0.3%
WPW
1000
Waldron Private Wealth
Pennsylvania
$1.26M +$90.7K +1,181 +8%

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.