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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
IIC
1626
Integrated Investment Consultants
Michigan
$322K -$37.1K -483 -10%
WFI
1627
West Family Investments
California
$322K +$76.3K +993 +31%
C
1628
CEDRUS
Colorado
$321K +$17.7K +230 +6%
PP
1629
PDS Planning
Ohio
$321K -$23.9K -311 -7%
DI
1630
Diligent Investors
California
$321K -$10.4K -135 -3%
ST
1631
Somerset Trust
Pennsylvania
$321K +$16.7K +217 +5%
CL
1632
CIM LLC
New York
$320K
EVC
1633
Eidelman Virant Capital
Missouri
$320K +$7.68K +100 +3%
GCP
1634
Gill Capital Partners
Colorado
$319K
AFP
1635
Ausdal Financial Partners
Iowa
$319K +$15.4K +200 +5%
WI
1636
WrapManager Inc
California
$318K -$17.3K -225 -5%
PIM
1637
Profit Investment Management
Maryland
$318K
ZF
1638
Zhang Financial
Michigan
$317K -$23.5K -306 -7%
CHA
1639
Cooper/Haims Advisors
New York
$317K -$16.7K -217 -5%
SHFA
1640
SS&H Financial Advisors
Michigan
$317K -$10.1K -132 -3%
KM
1641
Kalos Management
Georgia
$317K +$31.6K +412 +12%
PSF
1642
Pacific Sun Financial
California
$316K +$1.54K +20 +0.5%
JHCP
1643
Jackson Hole Capital Partners
Oklahoma
$315K
EGM
1644
Engineers Gate Manager
New York
$314K -$11.2M -145,491 -97%
FIM
1645
Fernwood Investment Management
Massachusetts
$314K +$6.91K +90 +2%
MTIM
1646
Marathon Trading Investment Management
Pennsylvania
$314K +$15.4K +200 +5%
LFA
1647
Lauterbach Financial Advisors
Texas
$314K +$21.5K +280 +7%
D
1648
Diversified
Delaware
$313K
CPWA
1649
Cerro Pacific Wealth Advisors
California
$312K -$6.99K -91 -2%
BFA
1650
Beaumont Financial Advisors
Massachusetts
$311K +$461 +6 +0.1%

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.