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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
MFA
1651
Mayflower Financial Advisors
Massachusetts
$311K +$9.75K +127 +3%
CWS
1652
Cypress Wealth Services
California
$311K +$313K +4,077 New
CP
1653
Covenant Partners
Tennessee
$308K -$10.6K -138 -3%
Aristotle Capital Management
1654
Aristotle Capital Management
California
$306K -$12.8K -167 -4%
APIM
1655
Agate Pass Investment Management
Washington
$306K -$5.76K -75 -2%
NPF
1656
Norris Perne & French
Michigan
$306K
ACM
1657
Alta Capital Management
Utah
$305K -$38.4K -500 -11%
SP
1658
Successful Portfolios
Florida
$305K -$3.99K -52 -1%
IA
1659
IFG Advisors
Missouri
$303K -$156K -2,025 -34%
AAM
1660
Autus Asset Management
Arizona
$303K +$18.2K +237 +6%
CAP
1661
Columbia Advisory Partners
Washington
$303K +$93.9K +1,223 +45%
AIC
1662
Archer Investment Corporation
Indiana
$302K +$15.4K +201 +5%
IP
1663
Investment Partners
Ohio
$302K +$18.9K +246 +7%
VCM
1664
Viewpoint Capital Management
Washington
$301K
LRIA
1665
Leonard Rickey Investment Advisors
Washington
$301K +$614 +8 +0.2%
BDF
1666
Balasa Dinverno & Foltz
$301K +$13.4K +174 +5%
LMKC
1667
L.M. Kohn & Company
Ohio
$301K +$26.6K +347 +10%
FCFC
1668
First Commonwealth Financial Corp
Pennsylvania
$300K +$384 +5 +0.1%
TRIA
1669
Trail Ridge Investment Advisors
Colorado
$299K
TWM
1670
TMD Wealth Management
Arizona
$298K
ATC
1671
Adirondack Trust Company
New York
$297K +$1.46K +19 +0.5%
IIM
1672
Ipswich Investment Management
Massachusetts
$295K -$25.3K -330 -8%
HIC
1673
Holderness Investments Company
North Carolina
$295K +$691 +9 +0.2%
NAM
1674
NTV Asset Management
West Virginia
$294K +$23.3K +303 +9%
RCG
1675
Resource Consulting Group
Florida
$293K

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.