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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
GWCM
1001
Godshalk Welsh Capital Management
Pennsylvania
$1.25M +$32.6K +425 +3%
CIA
1002
Capital Investment Advisors
Georgia
$1.25M -$249K -3,237 -17%
ACM
1003
AlphaCrest Capital Management
New York
$1.25M +$752K +9,786 +150%
AA
1004
Apriem Advisors
California
$1.25M +$5.07K +66 +0.4%
SDIC
1005
South Dakota Investment Council
South Dakota
$1.24M
BB
1006
Bell Bank
North Dakota
$1.23M +$70.3K +915 +6%
RMAM
1007
Raab & Moskowitz Asset Management
New Jersey
$1.23M +$71.4K +930 +6%
CPIG
1008
Chicago Partners Investment Group
Illinois
$1.23M -$23K -299 -2%
TCM
1009
Teza Capital Management
Illinois
$1.22M +$1.23M +16,026 New
PTB
1010
Pioneer Trust Bank
Oregon
$1.22M
GI
1011
GAMCO Investors
Connecticut
$1.21M +$57.5K +749 +5%
PA
1012
PFG Advisors
Arizona
$1.21M -$104K -1,358 -8%
EFS
1013
Essex Financial Services
Connecticut
$1.2M +$50.5K +657 +4%
AAIM
1014
Asset Advisors Investment Management
Georgia
$1.2M -$859K -11,190 -42%
DLA
1015
Douglas Lane & Associates
New York
$1.19M -$119K -1,555 -9%
FFN
1016
Focus Financial Network
Minnesota
$1.18M -$13K -169 -1%
WANY
1017
Wealthspire Advisors (New York)
New York
$1.18M +$178K +2,316 +18%
MWM
1018
Merriman Wealth Management
Washington
$1.18M +$81.9K +1,066 +7%
CFM
1019
Capricorn Fund Managers
United Kingdom
$1.18M -$188K -2,447 -14%
MGIA
1020
Moneta Group Investment Advisors
Missouri
$1.18M +$474K +6,172 +67%
CNAM
1021
Campbell Newman Asset Management
Wisconsin
$1.17M -$9.06K -118 -0.8%
DSC
1022
Duncker Streett & Co
Missouri
$1.17M -$33.6K -438 -3%
SFA
1023
Semmax Financial Advisors
North Carolina
$1.17M +$88.3K +1,150 +9%
YC
1024
Yarbrough Capital
Tennessee
$1.17M -$998 -13 -0.1%
UL
1025
Unionview LLC
Washington
$1.17M +$19.4K +253 +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.