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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
IGWM
1301
ICA Group Wealth Management
Colorado
$623K -$17.5K -228 -3%
FCA
1302
FLC Capital Advisors
California
$618K -$86K -1,120 -12%
SIG
1303
Sargent Investment Group
Maryland
$617K -$8.83K -115 -1%
EWA
1304
Encompass Wealth Advisors
Oregon
$616K
GDP
1305
Great Diamond Partners
Maine
$615K -$139K -1,807 -18%
SFS
1306
Stiles Financial Services
Minnesota
$615K -$28.4K -370 -4%
PJSIMP
1307
P.J. Schmidt Investment Management (PJS)
Wisconsin
$614K -$173K -2,256 -24%
MW
1308
Marcum Wealth
Ohio
$611K -$273K -3,561 -31%
RCAG
1309
Rehmann Capital Advisory Group
Michigan
$610K +$16.2K +211 +3%
Members Trust
1310
Members Trust
Florida
$608K -$54.8K -714 -8%
OIA
1311
Optimum Investment Advisors
Illinois
$605K
Alyeska Investment Group
1312
Alyeska Investment Group
Illinois
$604K -$20.9M -272,559 -97%
ACA
1313
Aptus Capital Advisors
Alabama
$602K -$89.9K -1,171 -13%
IWA
1314
Intercontinental Wealth Advisors
Texas
$602K -$14.2K -185 -2%
HPC
1315
HM Payson & Co
Maine
$602K -$10.1K -131 -2%
GWSG
1316
GPS Wealth Strategies Group
Colorado
$600K +$63.1K +821 +12%
Two Sigma Investments
1317
Two Sigma Investments
New York
$599K -$27.6M -360,007 -98%
SP
1318
Symmetry Partners
Connecticut
$599K
AF
1319
Advisornet Financial
Minnesota
$597K -$390K -5,076 -39%
SIM
1320
Sentry Investment Management
Wisconsin
$596K -$95K -1,237 -14%
SWA
1321
Stratos Wealth Advisors
Ohio
$592K -$207K -2,696 -26%
CA
1322
Cambridge Advisors
Nebraska
$592K -$38.3K -499 -6%
BCMO
1323
Buckingham Capital Management (Ohio)
Ohio
$591K +$461 +6 +0.1%
SIA
1324
Schechter Investment Advisors
Michigan
$590K +$77.2K +1,005 +15%
BFO
1325
Boston Family Office
Massachusetts
$589K -$6.83K -89 -1%

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.