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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
KF
1426
Krilogy Financial
Missouri
$481K -$10.8K -141 -2%
MHS
1427
M Holdings Securities
Oregon
$480K -$104K -1,360 -18%
WP
1428
WealthSource Partners
California
$480K +$79.2K +1,031 +20%
WIM
1429
Westside Investment Management
California
$477K +$194K +2,530 +28%
LS
1430
Livforsakringsbolaget Skandia
Sweden
$477K -$238K -3,100 -33%
RFN
1431
RDA Financial Network
Iowa
$477K -$52.4K -682 -10%
TW
1432
Transform Wealth
Colorado
$476K +$192K +2,497 +67%
FHA
1433
Flagship Harbor Advisors
Massachusetts
$475K -$78K -1,015 -14%
AIP
1434
Almanack Investment Partners
Pennsylvania
$475K -$7.3K -95 -2%
RWA
1435
Ropes Wealth Advisors
Massachusetts
$474K -$59.4K -773 -11%
KCM
1436
KRS Capital Management
Michigan
$471K -$52.1K -678 -10%
XF
1437
XML Financial
Maryland
$471K -$30.9K -402 -6%
BFC
1438
Bedel Financial Consulting
Indiana
$471K +$27.1K +353 +6%
MWM
1439
Modera Wealth Management
New Jersey
$470K -$12.5K -163 -3%
LCS
1440
Levin Capital Strategies
New York
$468K
DC
1441
DeDora Capital
California
$467K -$30.3K -394 -6%
SW
1442
SlateStone Wealth
Florida
$467K +$470K +6,115 New
TIM
1443
Total Investment Management
Arizona
$466K -$12.4K -162 -3%
PWAG
1444
Polaris Wealth Advisory Group
California
$465K +$31.5K +410 +7%
FBT
1445
First Bankers Trust
Kentucky
$464K -$266K -3,464 -36%
ACS
1446
Archford Capital Strategies
Illinois
$464K +$92.3K +1,202 +25%
DLCIG
1447
D.L. Carlson Investment Group
New Hampshire
$463K -$334K -4,351 -42%
EW
1448
Evoke Wealth
California
$462K -$54.8K -714 -11%
KWM
1449
Keebeck Wealth Management
Illinois
$461K -$86.7K -1,129 -16%
EP
1450
Eudaimonia Partners
Tennessee
$461K +$15.6K +203 +3%

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.