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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
ANTB
1826
AMG National Trust Bank
Colorado
$224K -$51.5K -670 -20%
PWMG
1827
Pinnacle Wealth Management Group
Michigan
$224K -$30.7K -400 -12%
HH
1828
Hilltop Holdings
Texas
$224K -$6.68K -87 -3%
SFP
1829
Strategic Financial Partners
Oregon
$224K
ML
1830
McAdam LLC
Pennsylvania
$224K +$7.07K +92 +3%
KFI
1831
Key Financial Inc
Pennsylvania
$223K -$11.1K -144 -5%
B
1832
BetterWealth
California
$223K
SCM
1833
Stonehearth Capital Management
Massachusetts
$223K
PSIWM
1834
Paradigm Strategies in Wealth Management
Minnesota
$221K
CWC
1835
Carolinas Wealth Consulting
North Carolina
$221K +$56.4K +735 +34%
SWA
1836
ShankerValleau Wealth Advisors
Illinois
$220K
KPW
1837
Kore Private Wealth
New York
$219K -$46.6K -607 -18%
CCG
1838
Ceeto Capital Group
Florida
$219K +$6.38K +83 +3%
SG
1839
Stonnington Group
California
$218K +$154 +2 +0.1%
MFT
1840
Moisand Fitzgerald Tamayo
Florida
$218K +$219K +2,850 New
AGP
1841
Autumn Glory Partners
Texas
$217K -$837K -10,904 -79%
RWB
1842
RMR Wealth Builders
New Jersey
$217K -$33.5K -436 -13%
PNC
1843
Park National Corp
Ohio
$217K +$218K +2,843 New
LA
1844
LexAurum Advisors
Kansas
$216K -$22.4K -292 -9%
WOC
1845
West Oak Capital
California
$216K -$1.92K -25 -0.9%
DWA
1846
Dougherty Wealth Advisers
Minnesota
$216K
PIM
1847
Penobscot Investment Management
Massachusetts
$216K
SWM
1848
Scissortail Wealth Management
Oklahoma
$216K +$142K +1,844 New
WDG
1849
Wealth Dimensions Group
Ohio
$215K -$2.15K -28 -1%
ZIC
1850
ZWJ Investment Counsel
Georgia
$215K +$2K +26 +0.9%

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.