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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
CM
1576
Castleark Management
Illinois
$353K
PFSC
1577
Peoples Financial Services Corp
Pennsylvania
$352K -$516K -6,719 -59%
SFG
1578
StrategIQ Financial Group
Indiana
$352K -$15.1K -197 -4%
LCM
1579
Laurion Capital Management
New York
$351K -$5.96M -77,655 -94%
LFA
1580
Legacy Financial Advisors
Kentucky
$351K +$109K +1,419 +45%
CIA
1581
Capital Impact Advisors
Massachusetts
$350K -$200K -2,600 -36%
ZIG
1582
Zullo Investment Group
Pennsylvania
$350K +$7.22K +94 +2%
PMFA
1583
Plante Moran Financial Advisors
Michigan
$346K -$15.4K -200 -4%
FPWM
1584
FSB Premier Wealth Management
Iowa
$346K +$1.38K +18 +0.4%
AAP
1585
Arax Advisory Partners
Colorado
$346K +$55.3K +720 +19%
WA
1586
Waverly Advisors
Alabama
$345K -$20.7K -270 -6%
CGH
1587
CMG Global Holdings
Texas
$344K
PPW
1588
Pinnacle Private Wealth
Massachusetts
$342K -$243K -3,158 -41%
AWM
1589
Aberdeen Wealth Management
Illinois
$342K -$18.2K -237 -5%
TIP
1590
Torray Investment Partners
Maryland
$341K
SFG
1591
Sovereign Financial Group
Connecticut
$341K +$82.7K +1,077 +32%
TWA
1592
TCI Wealth Advisors
Arizona
$339K -$131K -1,705 -28%
SCM
1593
Stevens Capital Management
Pennsylvania
$338K -$344K -4,484 -50%
OWP
1594
Obermeyer Wealth Partners
Colorado
$338K +$2.53K +33 +0.8%
NCMW
1595
Northern Capital Management (Washington)
Washington
$337K -$6.83K -89 -2%
GC
1596
Gratus Capital
Georgia
$337K +$1.77K +23 +0.5%
HCP
1597
Holt Capital Partners
Texas
$336K
FFM
1598
Forum Financial Management
Illinois
$335K -$145K -1,889 -30%
CA
1599
CoreCap Advisors
Michigan
$335K -$30.8K -401 -8%
SC
1600
SouthState Corp
Florida
$335K -$18.5K -241 -5%

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.