We are live on ! Find out more
SBUX icon

Starbucks

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
CAL
1776
Capital Advisors Ltd
Ohio
$247K +$36.3K +473 +17%
CIA
1777
Cladis Investment Advisory
Montana
$246K
LHC
1778
Little House Capital
Massachusetts
$245K -$19.1K -249 -7%
TWM
1779
Tolleson Wealth Management
Texas
$245K
CC
1780
Centiva Capital
New York
$245K +$246K +3,205 New
ALAM
1781
Asahi Life Asset Management
Japan
$245K +$247K +3,210 New
PWM
1782
PBMares Wealth Management
Virginia
$243K +$154 +2 +0.1%
SDWMA
1783
Schneider Downs Wealth Management Advisors
Pennsylvania
$243K +$1.38K +18 +0.6%
OWM
1784
Opes Wealth Management
California
$242K +$4.45K +58 +2%
HCA
1785
Harbour Capital Advisors
Virginia
$241K -$5.38K -70 -2%
NEI
1786
Northwest & Ethical Investments
Ontario, Canada
$240K +$242K +3,148 New
LFGH
1787
Lee Financial Group Hawaii
Hawaii
$240K +$230 +3 +0.1%
ICP
1788
Interchange Capital Partners
Pennsylvania
$239K -$131K -1,707 -35%
HWM
1789
Horizon Wealth Management
Illinois
$239K +$47K +612 +24%
CCFM
1790
Clear Creek Financial Management
Washington
$238K -$50.5K -657 -17%
MHR
1791
Matthew Hamilton Rosenberg
$238K +$3.23K +42 +1%
SHFA
1792
SC&H Financial Advisors
Maryland
$238K +$31.6K +411 +15%
CAWM
1793
Capital Advisors Wealth Management
Washington
$237K -$11.1K -144 -4%
PWA
1794
Physician Wealth Advisors
Utah
$237K +$538 +7 +0.3%
AWAP
1795
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$237K +$239K +3,107 New
CFA
1796
Compass Financial Advisors
Indiana
$236K +$3.92K +51 +2%
BBL
1797
Beck Bode LLC
Massachusetts
$236K +$237K +3,084 New
RS
1798
Retirement Solution
Washington
$235K -$720K -9,371 -75%
FP
1799
Foundry Partners
Minnesota
$235K -$117K -1,529 -33%
SAM
1800
Sompo Asset Management
Japan
$235K +$26.1K +340 +12%

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.