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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
VCAM
1176
Van Cleef Asset Management
Ohio
$809K
WSTAM
1177
Wilbanks Smith & Thomas Asset Management
Virginia
$808K -$488K -6,354 -38%
LWAM
1178
Legacy Wealth Asset Management
Minnesota
$808K +$21.4K +279 +3%
BIA
1179
Bigelow Investment Advisors
Maine
$808K +$72.7K +946 +10%
CAM
1180
Cypress Asset Management
Texas
$806K -$658K -8,571 -45%
RSWM
1181
Robertson Stephens Wealth Management
California
$806K -$97.5K -1,269 -11%
NL
1182
Navalign LLC
California
$806K -$64.2K -836 -7%
SFG
1183
SevenBridge Financial Group
Pennsylvania
$801K +$283K +3,682 +54%
AMC
1184
Asset Management Corp
Illinois
$800K -$51.2K -667 -6%
FMTC
1185
Farmers & Merchants Trust Company
California
$800K -$13.5K -176 -2%
PBC
1186
Pavion Blue Capital
California
$800K +$12.3K +160 +2%
PHS
1187
Pekin Hardy Strauss
Illinois
$795K -$249K -3,243 -24%
CA
1188
Clearstead Advisors
Ohio
$794K -$126K -1,639 -14%
VWA
1189
V Wealth Advisors
Kansas
$793K -$101K -1,312 -11%
CPIA
1190
Cornell Pochily Investment Advisors
New York
$793K +$54.5K +709 +7%
CCG
1191
Coastwise Capital Group
California
$790K +$202K +2,630 +34%
KNW
1192
Kesler Norman & Wride
Utah
$789K +$38.9K +506 +5%
DAS
1193
Dynamic Advisor Solutions
Arizona
$788K -$28.9K -376 -4%
CWP
1194
Capital Wealth Planning
Florida
$788K +$399K +5,191 +101%
CCM
1195
Chiron Capital Management
Florida
$788K +$567K +7,380 +251%
AIIMS
1196
Analyst IMS Investment Management Services
Israel
$787K -$38.4K -500 -5%
PCM
1197
PenderFund Capital Management
British Columbia, Canada
$786K +$614K +7,990 New
MIP
1198
Marietta Investment Partners
Wisconsin
$785K
CSPIA
1199
Cary Street Partners Investment Advisory
Virginia
$782K +$559K +7,277 +246%
CA
1200
Claro Advisors
Massachusetts
$771K -$116K -1,512 -13%

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.