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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
SSW
1801
Smith Shellnut Wilson
Mississippi
$234K -$12.5K -163 -5%
STB
1802
S&T Bank
Pennsylvania
$234K -$845 -11 -0.4%
PCM
1803
Poehling Capital Management
Wisconsin
$234K +$235K +3,063 New
SIC
1804
Sigma Investment Counselors
Michigan
$233K -$2.55M -33,177 -92%
HPWM
1805
High Pines Wealth Management
Massachusetts
$233K -$2.18M -28,389 -90%
SC
1806
Sonen Capital
California
$233K -$4.76K -62 -2%
ITIM
1807
Indiana Trust & Investment Management
Indiana
$233K
TWM
1808
Trevian Wealth Management
Massachusetts
$232K +$1.54K +20 +0.7%
AAS
1809
Annex Advisory Services
Wisconsin
$231K -$3.41M -44,438 -94%
GBT
1810
Grove Bank & Trust
Florida
$231K -$147K -1,915 -39%
CAI
1811
Capital Advisors Inc
Oklahoma
$231K -$80.4K -1,047 -26%
AIS
1812
AM Investment Strategies
Tennessee
$231K +$384 +5 +0.2%
CCA
1813
Childress Capital Advisors
Texas
$231K +$845 +11 +0.4%
HA
1814
Hofer & Associates
California
$231K +$1.46K +19 +0.6%
BCM
1815
Boltwood Capital Management
California
$230K
CC
1816
Copperleaf Capital
North Carolina
$230K +$10.2K +133 +5%
MPW
1817
Monterey Private Wealth
California
$230K +$11.2K +146 +5%
DWM
1818
Darwin Wealth Management
Florida
$229K -$1.52M -19,839 -88%
AAMC
1819
Asset Allocation & Management Company
Illinois
$229K
EVM
1820
Evelyn V. Moreno
$229K
QC
1821
Quent Capital
New York
$229K +$26.2K +341 +13%
LCM
1822
LCM Capital Management
Illinois
$228K -$2.15K -28 -0.9%
SPWM
1823
Schrum Private Wealth Management
Florida
$228K
VNB
1824
Virginia National Bank
Virginia
$225K -$91.9K -1,197 -29%
VWM
1825
Venturi Wealth Management
Texas
$225K -$52.5K -683 -19%

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.