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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
BEC
1726
Blue Edge Capital
Virginia
$270K -$1.95M -25,396 -88%
CWS
1727
Confluence Wealth Services
Pennsylvania
$267K -$285K -3,716 -55%
HIC
1728
Hartline Investment Corp
Illinois
$267K
OFG
1729
Omega Financial Group
California
$267K +$1.54K +20 +0.6%
EIP
1730
Ellis Investment Partners
Pennsylvania
$266K +$7.99K +104 +3%
DOA
1731
D'Orazio & Associates
Virginia
$266K +$29.5K +384 +12%
PAMG
1732
Patton Albertson Miller Group
Tennessee
$265K -$20.4K -266 -7%
FBT
1733
First Bank & Trust
South Dakota
$265K -$1.69K -22 -0.6%
IP
1734
Ignite Planners
California
$265K -$845 -11 -0.3%
WPP
1735
Whalerock Point Partners
Rhode Island
$265K
VC
1736
Veracity Capital
Georgia
$265K +$230 +3 +0.1%
CFG
1737
Cooper Financial Group
California
$265K +$61.2K +797 +30%
SF
1738
Symphony Financial
Texas
$264K -$150K -1,952 -36%
WCWM
1739
Willow Creek Wealth Management
California
$264K -$21.2K -276 -7%
BONH
1740
Bank of New Hampshire
New Hampshire
$263K -$12.3K -160 -4%
MFG
1741
Magnus Financial Group
New York
$263K +$10.5K +137 +4%
MCM
1742
Mendel Capital Management
Arkansas
$262K -$15.5K -202 -6%
HW
1743
Hamilton Wealth
California
$261K
IPAM
1744
ICICI Prudential Asset Management
India
$261K +$8.76K +114 +3%
CIS
1745
Continental Investors Services
Washington
$260K +$16.8K +219 +7%
C
1746
Certuity
Florida
$260K +$35.3K +460 +16%
EB
1747
Eastern Bank
Massachusetts
$259K -$1.54K -20 -0.6%
FCA
1748
FinTrust Capital Advisors
South Carolina
$259K +$23.3K +303 +11%
CI
1749
CX Institutional
Indiana
$258K -$34.3K -446 -12%
LIM
1750
Leavell Investment Management
Alabama
$258K -$691 -9 -0.3%

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.