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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
TCM
1451
Triumph Capital Management
Colorado
$458K +$28.6K +372 +7%
GWANC
1452
Guardian Wealth Advisors (North Carolina)
North Carolina
$458K +$460K +5,990 New
RIA
1453
Realta Investment Advisors
Delaware
$456K +$30.5K +397 +7%
AIA
1454
Avalon Investment & Advisory
Texas
$455K -$141K -1,832 -24%
FMWA
1455
Forvis Mazars Wealth Advisors
Missouri
$455K +$129K +1,684 +39%
BA
1456
Ballast Advisors
Minnesota
$454K +$9.45K +123 +2%
WWA
1457
WCG Wealth Advisors
Nevada
$454K +$457K +5,949 New
AIA
1458
Alera Investment Advisors
Illinois
$453K -$106K -1,386 -19%
SCM
1459
Stordahl Capital Management
Colorado
$453K -$37K -482 -8%
CAM
1460
Covenant Asset Management
New Jersey
$452K +$8.22K +107 +2%
BEAM
1461
Baker Ellis Asset Management
Washington
$450K -$40.4K -526 -8%
BC
1462
Belmont Capital
California
$449K
DWM
1463
Destination Wealth Management
California
$449K +$95.8K +1,247 +27%
NB
1464
Nicolet Bankshares
Wisconsin
$448K -$30.6K -399 -6%
BWM
1465
Blossom Wealth Management
California
$448K -$3.46K -45 -0.8%
SWRP
1466
Summit Wealth & Retirement Planning
California
$448K -$3.15K -41 -0.7%
GC
1467
GFG Capital
Florida
$447K -$15.7K -205 -3%
DHFB
1468
Dixon Hubard Feinour & Brown
Virginia
$446K -$507K -6,606 -53%
VHAM
1469
Van Hulzen Asset Management
California
$444K -$2.21M -28,741 -83%
MSR
1470
Main Street Research
Connecticut
$444K -$11.6K -151 -3%
DBG
1471
De Burlo Group
Massachusetts
$444K +$440K +5,731 +7,164%
FRM
1472
Fox Run Management
Connecticut
$443K +$446K +5,802 New
IF
1473
Intrua Financial
Texas
$442K -$23.9K -311 -5%
SIC
1474
Salem Investment Counselors
North Carolina
$442K +$12.9K +168 +3%
CBT
1475
CoreFirst Bank & Trust
Kansas
$440K

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.