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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
VCA
1026
Verdence Capital Advisors
Maryland
$1.16M +$91.2K +1,188 +8%
VNA
1027
Valley National Advisers
Pennsylvania
$1.16M +$8.37K +109 +0.7%
ECM
1028
Ensemble Capital Management
California
$1.16M -$17.9M -233,197 -94%
IBOK
1029
Independence Bank of Kentucky
Kentucky
$1.16M +$310K +4,034 +36%
JCM
1030
Jacobi Capital Management
Pennsylvania
$1.15M +$200K +2,610 +21%
RWM
1031
Ritholtz Wealth Management
New York
$1.15M +$151K +1,970 +15%
ZB
1032
Zions Bancorporation
Utah
$1.15M +$150K +1,955 +15%
GCIA
1033
Gabelli & Co Investment Advisers
New York
$1.15M
SC
1034
Shay Capital
New York
$1.15M +$169K +2,200 +17%
PA
1035
Procyon Advisors
Connecticut
$1.14M +$54.6K +711 +5%
TIM
1036
Tevis Investment Management
Texas
$1.14M +$77.6K +1,010 +7%
SXL
1037
Summit X LLC
Missouri
$1.14M -$106K -1,385 -8%
AC
1038
Arjuna Capital
North Carolina
$1.13M +$22.7K +295 +2%
AWM
1039
Altium Wealth Management
New York
$1.13M +$36.6K +476 +3%
CI
1040
Cigna Investments
Connecticut
$1.13M -$424K -5,517 -27%
RWA
1041
Rainsberger Wealth Advisors
Colorado
$1.13M -$21.6K -281 -2%
JG
1042
Jefferies Group
New York
$1.13M -$4.14M -53,931 -79%
CWMU
1043
Caliber Wealth Management (Utah)
Utah
$1.12M -$172K -2,243 -13%
PGCM
1044
Prescott Group Capital Management
Oklahoma
$1.12M
SFG
1045
Sather Financial Group
Texas
$1.12M -$25.6M -333,838 -96%
CCM
1046
Condor Capital Management
New Jersey
$1.12M +$944K +12,296 +522%
FFA
1047
Fragasso Financial Advisors
Pennsylvania
$1.12M -$4.18M -54,382 -79%
MWM
1048
Meridian Wealth Management
Kentucky
$1.11M +$36.3K +473 +3%
RCM
1049
RNC Capital Management
California
$1.1M +$22.2K +289 +2%
RB
1050
Rodgers Brothers
Pennsylvania
$1.1M +$18K +235 +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.