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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
GJIC
1351
Gamble Jones Investment Counsel
California
$554K -$39.3K -512 -7%
HCM
1352
Howland Capital Management
Massachusetts
$554K -$2.15K -28 -0.4%
SIA
1353
Soltis Investment Advisors
Utah
$554K +$81.5K +1,061 +17%
AC
1354
Abbrea Capital
California
$553K -$122K -1,586 -18%
CF
1355
Centaurus Financial
California
$550K -$422K -5,490 -43%
AWA
1356
Alta Wealth Advisors
Massachusetts
$550K -$768 -10 -0.1%
PG
1357
Patten Group
Tennessee
$549K +$6.45K +84 +1%
DA
1358
Doliver Advisors
Texas
$546K +$10.4K +136 +2%
MCM
1359
Manchester Capital Management
Vermont
$545K -$1.92K -25 -0.3%
OIM
1360
Orca Investment Management
Oregon
$544K -$12.5K -163 -2%
PAG
1361
Powers Advisory Group
Illinois
$544K +$5.45K +71 +1%
TFS
1362
Thoroughbred Financial Services
Tennessee
$543K -$126K -1,639 -19%
SRG
1363
SBB Research Group
Illinois
$543K +$3.38K +44 +0.6%
FC
1364
Forte Capital
New York
$540K -$70.5K -918 -11%
CCA
1365
Cobblestone Capital Advisors
New York
$539K +$10.2K +133 +2%
FHB
1366
First Hawaiian Bank
Hawaii
$539K +$171K +2,233 +46%
LIM
1367
Loudon Investment Management
New Hampshire
$538K -$78.7K -1,025 -13%
HCM
1368
Hall Capital Management
Rhode Island
$537K -$425K -5,538 -44%
MMM
1369
Mendel Money Management
Illinois
$537K -$3.69K -48 -0.7%
ZCA
1370
Zeke Capital Advisors
Pennsylvania
$537K +$38.8K +505 +8%
RW
1371
Rede Wealth
Virginia
$536K -$58.1K -756 -10%
TYCC
1372
Texas Yale Capital Corp
Florida
$536K
SWM
1373
Soundmark Wealth Management
Washington
$536K +$922 +12 +0.2%
CII
1374
Capital International Inc
California
$536K +$539K +7,021 New
CWM
1375
Congress Wealth Management
Massachusetts
$535K -$55.8K -727 -9%

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.