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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
EP
1676
EPIQ Partners
Minnesota
$292K +$6.38K +83 +2%
WWM
1677
Windsor Wealth Management
Indiana
$291K -$708K -9,221 -71%
WPC
1678
Waters Parkerson & Co
Louisiana
$290K -$11.2K -146 -4%
WW
1679
Waterfront Wealth
Kansas
$290K
BWG
1680
Beta Wealth Group
California
$290K +$23K +300 +9%
WSCM
1681
Wellington Shields Capital Management
New York
$289K -$173K -2,250 -37%
CNC
1682
Canandaigua National Corp
New York
$289K -$21.5K -280 -7%
WSC
1683
Wellington Shields & Co
New York
$288K -$222K -2,891 -43%
SC
1684
Sierra Capital
Florida
$288K -$384 -5 -0.1%
RFWA
1685
RPg Family Wealth Advisory
Massachusetts
$288K +$11.4K +149 +4%
AFM
1686
Abbot Financial Management
Massachusetts
$287K
AFA
1687
American Financial Advisors
Georgia
$287K +$9.14K +119 +3%
SFP
1688
Sweet Financial Partners
Minnesota
$287K +$16.9K +220 +6%
CM
1689
Columbus Macro
Pennsylvania
$287K +$288K +3,756 New
OC
1690
Oakworth Capital
Alabama
$286K -$5.38K -70 -2%
MC
1691
Matisse Capital
Oregon
$286K +$384 +5 +0.1%
SW
1692
Solidarity Wealth
Utah
$286K +$259K +3,371 New
EAM
1693
Evanson Asset Management
California
$285K -$1.84K -24 -0.6%
P
1694
&Partners
Tennessee
$285K +$9.6K +125 +3%
SAF
1695
Smith Anglin Financial
Texas
$285K +$46.5K +606 +19%
CCM
1696
Cribstone Capital Management
Maine
$285K +$243K +3,163 +555%
WH
1697
Willner & Heller
California
$284K +$845 +11 +0.3%
FWA
1698
FSM Wealth Advisors
Ohio
$283K +$253K +3,299 New
BWA
1699
BDO Wealth Advisors
Florida
$282K -$21.1K -275 -7%
JBA
1700
Johnson Bixby & Associates
Washington
$282K

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.