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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
IWM
1101
IHT Wealth Management
Illinois
$962K +$36K +469 +4%
LAM
1102
Lynch Asset Management
Pennsylvania
$959K +$57.6K +750 +6%
DPIM
1103
Duff & Phelps Investment Management
Illinois
$958K
EWM
1104
Endurance Wealth Management
Rhode Island
$958K +$6.53K +85 +0.7%
PP
1105
Prudential plc
United Kingdom
$953K -$2.94M -38,283 -75%
CC
1106
Cypress Capital
Tennessee
$951K -$41.2K -537 -4%
CIC
1107
Cutler Investment Counsel
Oregon
$951K -$9.91K -129 -1%
IRC
1108
Investors Research Corp
Georgia
$946K +$762K +9,925 +405%
GGHC
1109
Gilder Gagnon Howe & Co
New York
$941K -$11M -143,861 -92%
KTC
1110
Kistler-Tiffany Companies
Pennsylvania
$941K +$10.9K +142 +1%
S
1111
Seeyond
France
$941K +$76.8K +1,000 +9%
PSP
1112
Principal Street Partners
Tennessee
$941K +$183K +2,383 +24%
FC
1113
Fulcrum Capital
Washington
$934K -$6.32M -82,260 -87%
NIMI
1114
Natixis Investment Managers International
France
$934K +$260K +3,385 +38%
BAMF
1115
BI Asset Management Fondsmaeglerselskab
Denmark
$932K -$528K -6,880 -36%
BP
1116
Ballentine Partners
Massachusetts
$932K -$205K -2,663 -18%
TAM
1117
Trust Asset Management
Texas
$930K +$29.5K +384 +3%
BMC
1118
Benin Management Corp
Connecticut
$924K -$30.7K -400 -3%
CPO
1119
Cerity Partners OCIO
New York
$918K +$40.2K +523 +5%
AF
1120
Aldebaran Financial
$917K -$127K -1,648 -12%
KWS
1121
Keystone Wealth Services
California
$914K -$3.3K -43 -0.4%
EA
1122
Ellsworth Advisors
Ohio
$912K -$13.8K -180 -1%
P
1123
Pitcairn
Pennsylvania
$911K -$1.61K -21 -0.2%
AII
1124
AGF Investments Inc
Ontario, Canada
$906K -$23.5M -306,552 -96%
SFP
1125
Shepherd Financial Partners
Massachusetts
$905K +$185K +2,413 +26%

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.