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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
GVAG
1401
Great Valley Advisor Group
Delaware
$506K +$161K +2,092 +46%
OCG
1402
Opus Capital Group
Ohio
$504K -$230 -3 -0%
BCM
1403
Blume Capital Management
California
$504K
FIA
1404
Foundations Investment Advisors
Arizona
$504K +$232K +3,027 +90%
NB
1405
NBT Bank
New York
$503K +$16.3K +212 +3%
AWM
1406
Aries Wealth Management
Maine
$499K +$234K +3,049 +88%
APA
1407
Astoria Portfolio Advisors
New York
$495K +$67.8K +883 +16%
PWPS
1408
Pinnacle Wealth Planning Services
Ohio
$495K +$235K +3,059 +90%
DDC
1409
DF Dent & Co
Maryland
$493K +$51.1K +666 +12%
RI
1410
Ridgewood Investments
New Jersey
$492K +$68.5K +892 +16%
HL
1411
HeadInvest LLC
Maine
$491K -$30.7K -400 -6%
JIC
1412
Joel Isaacson & Co
New York
$491K -$22.9K -298 -4%
CM
1413
Capula Management
Cayman Islands
$490K +$493K +6,418 New
USCWA
1414
U.S. Capital Wealth Advisors
Texas
$489K -$37.2K -484 -7%
PWP
1415
Pursue Wealth Partners
California
$489K
GWS
1416
Glassman Wealth Services
Virginia
$489K +$30.7K +400 +7%
AC
1417
AlphaCore Capital
California
$489K +$156K +2,030 +46%
GIA
1418
GHP Investment Advisors
Colorado
$487K -$28K -365 -5%
TA
1419
TFG Advisers
Michigan
$486K -$13.6K -177 -3%
GPA
1420
Garrison Point Advisors
California
$486K -$6.14K -80 -1%
Wolverine Trading
1421
Wolverine Trading
Illinois
$485K -$688K -8,961 -59%
AW
1422
Alaethes Wealth
Nevada
$485K -$308K -4,011 -39%
DWM
1423
Dorchester Wealth Management
Quebec, Canada
$484K +$19.2K +250 +4%
KFA
1424
Krane Funds Advisors
New York
$484K +$487K +6,338 New
GC
1425
Giverny Capital
Quebec, Canada
$483K

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.