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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
MRCM
2076
M&R Capital Management
New Jersey
$15K
OAJ
2077
Ogorek Anthony Joseph
New York
$15K
SC
2078
Solstein Capital
California
$15K
LJHT
2079
Laurie J. Hall Trustee
$14K
WWMSC
2080
Wagner Wealth Management (South Carolina)
South Carolina
$14K +$14.4K +187 New
AIP
2081
Ahrens Investment Partners
Louisiana
$13K
TCCM
2082
Timber Creek Capital Management
Massachusetts
$13K
JWBC
2083
John W. Brooker & Co
California
$13K +$77 +1 +0.6%
FP
2084
Financial Perspectives
Minnesota
$11K +$77 +1 +0.7%
RBC
2085
Roble Belko & Company
Pennsylvania
$11K -$17.3K -225 -62%
CCMW
2086
Cypress Capital Management (Wyoming)
Wyoming
$11K
BFG
2087
Baron Financial Group
New Jersey
$9.17K
HF
2088
Halpern Financial
Virginia
$9.09K +$9.14K +119 New
HWM
2089
HighMark Wealth Management
Minnesota
$9K -$15.8K -206 -63%
HFM
2090
Hartford Financial Management
Connecticut
$9K
TJHA
2091
Thomas J. Herzfeld Advisors
Florida
$9K
SC
2092
Schubert & Co
Texas
$9K +$3K +39 +51%
FC
2093
Family CFO
California
$8.79K
GKIM
2094
GW&K Investment Management
Massachusetts
$8K -$43.4K -565 -84%
CP
2095
Corbenic Partners
Pennsylvania
$8K -$8.45K -110 -50%
CFFP
2096
Center for Financial Planning
Michigan
$8K
CAM
2097
ClariVest Asset Management
California
$8K
HFS
2098
Heritage Financial Services
Massachusetts
$8K +$8.06K +105 New
ACA
2099
Atlas Capital Advisors
Wyoming
$7.79K
ARIS
2100
Advanced Research Investment Solutions
California
$7K

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.