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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
GL
1276
Graypoint LLC
New York
$654K +$93.4K +1,216 +17%
MWM
1277
Maltin Wealth Management
New Jersey
$651K +$654K +8,517 New
QI
1278
Qtron Investments
Massachusetts
$650K +$310K +4,040 +90%
IC
1279
Intersect Capital
California
$646K -$84.4K -1,099 -12%
ST
1280
Smithfield Trust
Pennsylvania
$646K +$61.4K +800 +10%
TWM
1281
TriaGen Wealth Management
California
$646K +$87.4K +1,138 +16%
HC
1282
Hendley & Co
Ohio
$645K
HWA
1283
Heritage Wealth Advisors
Virginia
$645K +$7.83K +102 +1%
WAOI
1284
Wealth Advisors of Iowa
Iowa
$644K +$406K +5,282 +200%
OIA
1285
OneDigital Investment Advisors
Kansas
$643K -$150K -1,958 -19%
BCA
1286
Bay Colony Advisors
Massachusetts
$642K -$40.8K -531 -7%
RPCONE
1287
Retirement Planning Company of New England
Rhode Island
$642K -$9.22K -120 -1%
LA
1288
LVW Advisors
New York
$641K -$1.97M -25,677 -75%
ASI
1289
Advisory Services & Investments
Oregon
$641K -$19.2K -250 -3%
AFC
1290
AFT Forsyth & Company
Florida
$639K +$4.61K +60 +0.7%
SSWM
1291
Sheets Smith Wealth Management
North Carolina
$638K -$394K -5,132 -38%
OA
1292
Oxbow Advisors
Texas
$636K
CFA
1293
CWS Financial Advisors
Michigan
$636K +$11.3K +147 +2%
PFS
1294
Physicians Financial Services
North Carolina
$634K -$18K -235 -3%
AIM
1295
Alhambra Investment Management
Florida
$634K +$10.4K +135 +2%
PO
1296
Private Ocean
California
$633K -$164K -2,129 -20%
IHL
1297
Investment House LLC
California
$632K
OFG
1298
OmniStar Financial Group
North Carolina
$629K +$2K +26 +0.3%
KC
1299
Knuff & Co
California
$629K +$13.5K +176 +2%
IAS
1300
IMA Advisory Services
Colorado
$625K +$622K +8,100 +10,385%

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.