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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
MCM
1326
Marathon Capital Management
Maryland
$589K +$592K +7,707 New
CNBTD
1327
Citizens National Bank Trust Department
Mississippi
$584K +$257K +3,345 +78%
BCM
1328
BTR Capital Management
California
$583K -$15.4K -200 -3%
CWM
1329
Chemistry Wealth Management
New York
$583K +$78.7K +1,025 +16%
NLP
1330
Next Level Private
New York
$583K +$586K +7,633 New
GFS
1331
GYL Financial Synergies
Connecticut
$581K -$24.4K -318 -4%
PFA
1332
Pure Financial Advisors
California
$581K +$337K +4,389 +137%
CFO
1333
Colony Family Offices
North Carolina
$581K +$584K +7,603 New
NW
1334
Naviter Wealth
Arkansas
$580K +$583K +7,597 New
BWM
1335
Bulltick Wealth Management
Florida
$580K +$169K +2,194 +41%
PPW
1336
Parcion Private Wealth
Washington
$577K -$30.6K -399 -5%
FPAS
1337
Focus Partners Advisor Solutions
Missouri
$577K +$70.8K +922 +14%
JWM
1338
Jeppson Wealth Management
California
$577K +$165K +2,147 +40%
WAP
1339
Wealthcare Advisory Partners
Pennsylvania
$574K +$83.3K +1,085 +17%
IFA
1340
Index Fund Advisors
California
$573K +$538 +7 +0.1%
CIM
1341
CIM Investment Management
Pennsylvania
$570K -$580K -7,556 -50%
PM
1342
Phraction Management
Connecticut
$567K -$79.1K -1,030 -12%
JWA
1343
JFS Wealth Advisors
Pennsylvania
$566K +$9.37K +122 +2%
FCBT
1344
First Citizens Bank & Trust
North Carolina
$563K -$46K -599 -8%
RC
1345
Roundview Capital
New Jersey
$563K +$16.7K +218 +3%
BFM
1346
Boston Financial Management
Massachusetts
$563K +$34.6K +451 +7%
WAG
1347
Winthrop Advisory Group
Massachusetts
$562K -$24.7K -322 -4%
CRC
1348
Curi RMB Capital
Illinois
$561K -$10.4M -135,648 -95%
AB
1349
Atlas Brown
Kentucky
$559K -$16.3K -212 -3%
Acadian Asset Management
1350
Acadian Asset Management
Massachusetts
$555K -$3.66M -47,593 -87%

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.