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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
ODG
1551
O'Dell Group
Ohio
$374K -$68K -886 -15%
GWM
1552
Gitterman Wealth Management
New Jersey
$374K +$57.6K +750 +18%
BC
1553
Burney Company
Virginia
$373K -$1.22M -15,826 -76%
HIM
1554
Hotaling Investment Management
Pennsylvania
$372K -$50.2K -654 -12%
PB
1555
Pinnacle Bancorp
Nebraska
$372K -$5.22K -68 -1%
WG
1556
Welch Group
Alabama
$371K +$154 +2 +0%
FIB
1557
First Interstate Bank
Montana
$371K +$373K +4,862 New
SWA
1558
Sutton Wealth Advisors
Florida
$371K +$1.61K +21 +0.4%
PCS
1559
Personal CFO Solutions
New Jersey
$370K +$30.4K +396 +9%
FHC
1560
First Heartland Consultants
Missouri
$368K +$77 +1 +0%
MSFS
1561
Main Street Financial Solutions
Pennsylvania
$368K +$78.3K +1,020 +27%
PFP
1562
Paragon Financial Partners
California
$367K +$77 +1 +0%
WW
1563
Westshore Wealth
California
$364K +$4.53K +59 +1%
PIA
1564
Pinion Investment Advisors
Kansas
$363K +$12.7K +165 +4%
HNWAG
1565
High Net Worth Advisory Group
Florida
$359K -$179K -2,325 -33%
PCI
1566
Planning Center Inc
Illinois
$359K +$691 +9 +0.2%
HBT
1567
Hills Bank & Trust
Iowa
$357K -$97.4K -1,268 -21%
NFC
1568
Northeast Financial Consultants
Connecticut
$357K -$31.1K -405 -8%
HCMG
1569
Howard Capital Management Group
California
$357K +$384 +5 +0.1%
JCM
1570
J2 Capital Management
Michigan
$356K +$358K +4,661 New
FWTB
1571
First Western Trust Bank
Colorado
$355K -$42.9K -559 -11%
AIM
1572
Acropolis Investment Management
Missouri
$355K -$35.8K -466 -9%
VBCG
1573
Valley Brook Capital Group
Pennsylvania
$355K -$15.4K -200 -4%
LP
1574
LGL Partners
Pennsylvania
$354K +$538 +7 +0.2%
MMA
1575
Miracle Mile Advisors
California
$354K +$61.9K +806 +21%

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.