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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
CWM
1226
C2C Wealth Management
Arizona
$730K +$14.2K +185 +2%
TC
1227
Trust Company
Kansas
$729K +$291K +3,793 +66%
KMWM
1228
Keudell/Morrison Wealth Management
Oregon
$728K +$41.1K +535 +6%
CHJWM
1229
Carlton Hofferkamp & Jenks Wealth Management
Texas
$727K +$44.2K +576 +7%
WA
1230
WP Advisors
California
$727K +$57.8K +752 +9%
FFWA
1231
FRG Family Wealth Advisors
Washington
$726K +$461 +6 +0.1%
TCM
1232
Tradewinds Capital Management
Washington
$725K -$2.53M -32,951 -78%
NSB
1233
Norway Savings Bank
Maine
$721K -$4.22K -55 -0.6%
BCM
1234
Brown Capital Management
Maryland
$721K -$1.84K -24 -0.3%
KA
1235
Kovack Advisors
Florida
$721K +$35.8K +466 +5%
FCM
1236
Fortis Capital Management
Washington
$720K +$4.07K +53 +0.6%
LCM
1237
Landscape Capital Management
New Jersey
$720K +$724K +9,425 New
HLOC
1238
H.L. Ormond & Company
North Carolina
$714K -$257K -3,346 -26%
DL
1239
DOHJ LLC
Washington
$713K -$53.3K -694 -7%
CB
1240
Community Bank
New York
$711K -$73K -950 -9%
PIA
1241
Perennial Investment Advisors
California
$711K -$2.07K -27 -0.3%
KAM
1242
Knightsbridge Asset Management
California
$710K +$304K +3,955 +74%
Financial Engines Advisors
1243
Financial Engines Advisors
California
$709K +$22.3K +290 +3%
GIM
1244
Grassi Investment Management
California
$705K -$86.4K -1,125 -11%
TFA
1245
Triad Financial Advisors
North Carolina
$705K -$14.7K -192 -2%
FAG
1246
Fortitude Advisory Group
Washington
$700K +$2.77K +36 +0.4%
WBCM
1247
Wilson & Boucher Capital Management
California
$699K -$6.14K -80 -0.9%
SIC
1248
Sterling Investment Counsel
New York
$698K -$35.2K -458 -5%
LWA
1249
Lineweaver Wealth Advisors
Ohio
$698K -$25.8K -336 -4%
VCWA
1250
Vanguard Capital Wealth Advisors
Colorado
$695K -$215K -2,800 -24%

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.