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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
VWM
2126
Valley Wealth Managers
New Jersey
$2K +$2.23K +29 New
PP
2127
PFS Partners
New Jersey
$1.24K
SIAP
2128
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1K -$1.46M -19,053 -100%
JPLA
2129
Joseph P. Lucia & Associates
New York
$1K -$3.46K -45 -87%
UFF
2130
USA Financial Formulas
Michigan
$1K -$2.61K -34 -71%
RAM
2131
Riggs Asset Management
Pennsylvania
$1K -$2.3K -30 -61%
KSWA
2132
Kathleen S. Wright Associates
Pennsylvania
$1K
JMF
2133
Johnson Midwest Financial
Iowa
$1K +$77 +1 +5%
TFA
2134
Transamerica Financial Advisors
Florida
$1K +$384 +5 New
FBC
2135
Fairfield, Bush & Co
Connecticut
$1K +$1.07K +14 New
FGAM
2136
Financial Gravity Asset Management
Texas
$723 +$402K +5,231 +191%
IAIM
2137
International Assets Investment Management
Florida
$617 -$50.1K -652 -7%
WA
2138
WestEnd Advisors
North Carolina
$611 +$614 +8 New
MG
2139
MilWealth Group
Wisconsin
$230
MGIM
2140
M&G Investment Management
United Kingdom
$217 -$5.07K -66 -2%
Fundsmith LLP
2141
Fundsmith LLP
United Kingdom
-$749M -8,233,643 Closed
Arrowstreet Capital
2142
Arrowstreet Capital
Massachusetts
-$447M -4,913,555 Closed
FIS
2143
Fundsmith Investment Services
Mauritius
-$238M -2,616,873 Closed
Renaissance Technologies
2144
Renaissance Technologies
New York
-$190M -2,091,567 Closed
AT
2145
AMF Tjänstepension
Sweden
-$66.6M -731,939 Closed
Temasek Holdings
2146
Temasek Holdings
Singapore
-$48.9M -537,333 Closed
IGM
2147
Incline Global Management
New York
-$31.6M -347,352 Closed
TC
2148
TwinBeech Capital
New York
-$26M -285,847 Closed
HAM
2149
HHR Asset Management
New Jersey
-$25.5M -280,020 Closed
WorldQuant Millennium Advisors
2150
WorldQuant Millennium Advisors
New York
-$21M -231,320 Closed

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.