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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
ISL
1601
Ingalls & Snyder LLC
New York
$335K +$43.8K +570 +15%
GCP
1602
GSA Capital Partners
United Kingdom
$335K +$337K +4,391 New
MCWA
1603
Meadow Creek Wealth Advisors
Georgia
$334K -$17.4K -227 -5%
IA
1604
Insight Advisors
Pennsylvania
$334K -$3.23K -42 -1%
SWM
1605
Silverlake Wealth Management
Vermont
$333K -$31.9K -415 -9%
BTI
1606
Blue Trust Inc
Georgia
$333K +$281K +3,655 New
OLVIG
1607
Oliver Lagore Vanvalin Investment Group
Michigan
$331K +$255K +3,314 +327%
SFG
1608
Summit Financial Group
West Virginia
$330K
HWM
1609
Hohimer Wealth Management
Washington
$329K -$6.3K -82 -2%
FBB
1610
Fulton Breakefield Broenniman
Maryland
$329K -$2.61K -34 -0.8%
FNT
1611
First National Trust
Pennsylvania
$328K -$18.8K -245 -5%
AWG
1612
Altus Wealth Group
Colorado
$328K +$7.91K +103 +4%
SCA
1613
Scott Capital Advisors
Oregon
$328K +$34.8K +453 +12%
MWM
1614
Minot Wealth Management
Massachusetts
$327K -$689K -8,976 -68%
SFG
1615
SNS Financial Group
Minnesota
$327K -$29.9K -389 -8%
NICM
1616
Neo Ivy Capital Management
New York
$326K -$135K -1,758 -29%
FAN
1617
Financial Advisors Network
California
$326K +$614 +8 +0.2%
RWI
1618
Red Wave Investments
Pennsylvania
$324K -$8.53K -111 -3%
HCM
1619
Hengehold Capital Management
Ohio
$324K -$1.46K -19 -0.4%
PFGIA
1620
Patriot Financial Group Insurance Agency
Massachusetts
$324K +$119K +1,550 +57%
BEI
1621
Benjamin Edwards Inc
Missouri
$324K +$141K +1,839 +76%
CFO
1622
CVA Family Office
Colorado
$323K +$60.7K +790 +23%
AWP
1623
Ascent Wealth Partners
New York
$322K -$4.13M -53,840 -93%
CCIA
1624
Campbell & Co Investment Adviser
Maryland
$322K -$456K -5,934 -58%
STCOSD
1625
Sageworth Trust Company of South Dakota
South Dakota
$322K -$84.7K -1,103 -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.