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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
ACM
1201
Aljian Capital Management
Nevada
$769K -$40.7K -530 -5%
BWP
1202
BSW Wealth Partners
Colorado
$769K +$103K +1,337 +15%
ME
1203
McIlrath & Eck
Washington
$765K +$17.6K +229 +2%
CFMC
1204
Curbstone Financial Management Corp
New Hampshire
$765K +$21.4K +278 +3%
SS
1205
Sunbelt Securities
Texas
$765K +$45.6K +594 +6%
PAM
1206
Palisade Asset Management
Minnesota
$764K
MFC
1207
Mechanics Financial Corp
Ohio
$762K +$11.5K +150 +2%
EFSCE
1208
Enterprise Financial Services Corp (EFSC)
Missouri
$762K +$17.2K +224 +2%
SEEDPG
1209
S.E.E.D. Planning Group
New York
$754K -$4.15M -54,082 -85%
FMB
1210
Field & Main Bank
Kentucky
$750K -$13.2K -172 -2%
HBCM
1211
Heron Bay Capital Management
Michigan
$750K +$754K +9,821 New
VA
1212
Valmark Advisers
Ohio
$747K -$16.1K -210 -2%
JWM
1213
JGP Wealth Management
Oregon
$747K +$4.45K +58 +0.6%
ECM
1214
Evergreen Capital Management
Washington
$745K -$2.69M -35,089 -78%
MPI
1215
Mairs & Power Inc
Minnesota
$745K -$3.84K -50 -0.5%
HI
1216
Horizon Investments
North Carolina
$744K -$972K -12,656 -56%
NERM
1217
New England Research & Management
Illinois
$740K
WAM
1218
Winslow Asset Management
Ohio
$740K +$77 +1 +0%
SBIA
1219
Sheaff Brock Investment Advisors
Indiana
$739K -$50.7K -660 -6%
HW
1220
Hancock Whitney
Mississippi
$737K +$8.99K +117 +1%
JWCA
1221
J.W. Cole Advisors
Florida
$736K +$125K +1,633 +20%
HSA
1222
HBK Sorce Advisory
Pennsylvania
$735K -$119K -1,554 -14%
MYLI
1223
Meiji Yasuda Life Insurance
Japan
$733K -$582K -7,580 -44%
FFBTD
1224
First Financial Bank - Trust Division
Ohio
$731K -$380K -4,947 -34%
1IA
1225
1834 Investment Advisors
Wisconsin
$731K -$58.2K -758 -7%

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.