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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
TSWM
1976
Tyler-Stone Wealth Management
Ohio
$69K +$77 +1 +0.1%
PSB
1977
Piscataqua Savings Bank
New Hampshire
$68K
FMP
1978
Financial Management Professionals
Texas
$68K +$10.1K +132 +17%
HBW
1979
Hazlett, Burt & Watson
West Virginia
$66K
HI
1980
Hudock Inc
Pennsylvania
$64K -$3.15K -41 -5%
SIS
1981
Sound Income Strategies
Florida
$63K +$77 +1 +0.1%
OCM
1982
Orion Capital Management
California
$62K
GEA
1983
Glen Eagle Advisors
New Jersey
$60.7K +$8.6K +112 +16%
HFM
1984
Harvest Fund Management
China
$60K -$63.1K -822 -51%
AW
1985
Avion Wealth
Texas
$60K
SAM
1986
Strategic Asset Management
Minnesota
$60K
MSFP
1987
Mark Sheptoff Financial Planning
Connecticut
$60K +$1.92K +25 +3%
AP
1988
Atwood & Palmer
Missouri
$57K -$50.8K -661 -47%
ANBT
1989
American National Bank & Trust
Texas
$56K
CWM
1990
CarsonAllaria Wealth Management
Illinois
$56K +$44.1K +574 +357%
FFA
1991
Fairfield Financial Advisors
Massachusetts
$54.2K +$307 +4 +0.6%
RCC
1992
Red Cedar Capital
Nebraska
$53K
PP
1993
PrairieView Partners
Minnesota
$53K +$11.5K +150 +28%
SCA
1994
Stuart Chaussee & Associates
California
$52K -$446K -5,805 -89%
MS
1995
Mizuho Securities
Japan
$51K -$183K -2,380 -85%
WFA
1996
West Financial Advisors
Iowa
$51K
Q
1997
QVR
California
$50K +$50.2K +654 New
NIM
1998
NuWave Investment Management
New Jersey
$49K +$49K +638 New
BPC
1999
Banque Pictet & Cie
Switzerland
$48.7K -$4.38M -57,051 -8%
CA
2000
Centerpoint Advisors
Massachusetts
$48K -$33.5K -436 -41%

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.