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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
LCM
1876
Lewis Capital Management
California
$204K
ATWA
1877
Arbor Trust Wealth Advisors
Michigan
$204K +$6.83K +89 +3%
DS
1878
DRW Securities
Illinois
$203K -$97.5K -1,269 -32%
GCA
1879
Gradient Capital Advisors
California
$203K -$1.84K -24 -0.9%
LCM
1880
Liberty Capital Management
Michigan
$203K
GPFA
1881
Game Plan Financial Advisors
Ohio
$203K +$2.61K +34 +1%
ACG
1882
Allen Capital Group
Nebraska
$203K +$8.45K +110 +4%
WDL
1883
Well Done LLC
Michigan
$203K +$61.3K +798 +43%
FNBOSM
1884
First National Bank of South Miami
Florida
$202K
CMA
1885
Cedar Mountain Advisors
Oregon
$201K -$5.15K -67 -2%
LF
1886
LifeSteps Financial
California
$201K -$3.46K -45 -2%
HFS
1887
Hantz Financial Services
Michigan
$200K -$29.9K -389 -13%
WAM
1888
WNY Asset Management
New York
$200K -$23.4K -305 -10%
BAAM
1889
Baker Avenue Asset Management
California
$200K +$12.5K +163 +7%
T
1890
TOBAM
France
$200K +$34.5K +449 +21%
CWM
1891
Curi Wealth Management
North Carolina
$199K -$16.7K -218 -8%
AWM
1892
AllSquare Wealth Management
New York
$199K
BWM
1893
Baystate Wealth Management
Massachusetts
$199K +$845 +11 +0.4%
CWM
1894
Cedar Wealth Management
California
$195K
SGA
1895
Seaport Global Advisors
Massachusetts
$191K -$84.3K -1,098 -31%
ACM
1896
AUA Capital Management
Pennsylvania
$188K
WPWM
1897
Western Pacific Wealth Management
Illinois
$188K +$307 +4 +0.2%
SWM
1898
Sugarloaf Wealth Management
Georgia
$188K +$4.68K +61 +3%
HWMA
1899
Heritage Wealth Management (Arizona)
Arizona
$187K -$4.3K -56 -2%
WWM
1900
Wolff Wiese Magana
California
$186K +$922 +12 +0.5%

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.