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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
ZC
2051
Zeit Capital
Colorado
$23K
TSW
2052
Thompson Siegel & Walmsley
Virginia
$22K -$2.3K -30 -9%
AI
2053
AdvisorShares Investments
Maryland
$21K -$3.07K -40 -12%
FWM
2054
Focused Wealth Management
New York
$21K +$154 +2 +0.7%
SFG
2055
Steward Financial Group
Texas
$21K +$4.07K +53 +24%
KFS
2056
Kelly Financial Services
Massachusetts
$20.9K -$1.54K -20 -7%
BC
2057
Burleson & Co
California
$20K -$1.23K -16 -6%
APW
2058
Acima Private Wealth
Virginia
$19.9K
RWML
2059
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$19.1K -$19.2K -250 -50%
CWA
2060
Carolina Wealth Advisors
South Carolina
$19K
CCA
2061
Column Capital Advisors
Indiana
$19K
GAG
2062
Goodman Advisory Group
Massachusetts
$19K +$19.2K +250 New
EL
2063
EMFO LLC
Florida
$18K
JGIA
2064
Jackson Grant Investment Advisers
Connecticut
$18K +$4.61K +60 +33%
FSWA
2065
Financial Synergies Wealth Advisors
Texas
$17.3K +$17.4K +226 New
CP
2066
Castleview Partners
Texas
$16.1K -$95.8K -1,248 -62%
DRS
2067
Deane Retirement Strategies
Louisiana
$16K
GWMIA
2068
Global Wealth Management Investment Advisory
Florida
$16K
KC
2069
Kenfarb & Co
Kentucky
$16K
GWMI
2070
Guardian Wealth Management (Illinois)
Illinois
$16K +$77 +1 +0.5%
RG
2071
Retirement Group
California
$16K +$4.99K +65 +43%
ECM
2072
Estabrook Capital Management
New York
$15.7K
FMTCOCP
2073
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$15K -$96K -1,250 -86%
CFN
2074
Cordasco Financial Network
Florida
$15K -$28.8K -375 -65%
COCM
2075
Charter Oak Capital Management
New Hampshire
$15K -$1.46K -19 -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.