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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
IWA
1376
Inspirion Wealth Advisors
Illinois
$534K +$51.5K +670 +11%
FMLI
1377
Fukoku Mutual Life Insurance
Japan
$532K -$116K -1,509 -18%
PAI
1378
Pittenger & Anderson Inc
Nebraska
$530K -$14.4K -187 -3%
AIA
1379
Allied Investment Advisors
Montana
$530K +$15.4K +200 +3%
MBT
1380
Montecito Bank & Trust
California
$529K +$137K +1,790 +35%
HKIM
1381
Hayek Kallen Investment Management
Alabama
$526K -$2.46M -31,972 -82%
DP
1382
DDD Partners
Washington
$521K -$12.2M -158,988 -96%
MG
1383
Mather Group
Illinois
$519K -$9.45K -123 -2%
CPA
1384
Cardiff Park Advisors
California
$519K -$5.38K -70 -1%
WKWM
1385
Walter & Keenan Wealth Management
Indiana
$518K +$17.6K +229 +3%
CWM
1386
Cornerstone Wealth Management
Missouri
$518K +$35.3K +460 +7%
WP
1387
WMS Partners
Maryland
$517K +$230 +3 +0%
ZIM
1388
Zacks Investment Management
Illinois
$515K -$11.9M -155,151 -96%
LOAMS
1389
Lombard Odier Asset Management (Switzerland)
Switzerland
$515K -$749K -9,749 -59%
BOPW
1390
Brandywine Oak Private Wealth
Pennsylvania
$515K -$67.4K -878 -12%
TFGT
1391
TS Financial Group (TSFG)
Illinois
$515K -$39.6K -516 -7%
SA
1392
Syntax Advisors
New York
$515K +$65.3K +850 +14%
VCG
1393
Vantage Consulting Group
Virginia
$515K +$65.3K +850 +14%
SIC
1394
SFE Investment Counsel
California
$514K -$190K -2,471 -27%
RSC
1395
Red Spruce Capital
Pennsylvania
$513K +$43.2K +562 +9%
ACMA
1396
Arbor Capital Management (Alaska)
Alaska
$512K
WFA
1397
Wellspring Financial Advisors
Ohio
$511K -$1.61K -21 -0.3%
RIG
1398
Renaissance Investment Group
Massachusetts
$509K -$347K -4,517 -40%
AWA
1399
Arkadios Wealth Advisors
Georgia
$509K -$90.7K -1,181 -15%
MIM
1400
Moseley Investment Management
Florida
$509K +$117K +1,520 +30%

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.