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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
MWM
2176
Madison Wealth Management
Ohio
-$3.02M -33,152 Closed
SCA
2177
Strategic Capital Advisers
Colorado
-$2.64M -29,024 Closed
LSA
2178
L & S Advisors
California
-$2.55M -28,015 Closed
PRS
2179
Pinkerton Retirement Specialists
Idaho
-$2.48M -27,204 Closed
KFBMI
2180
Kentucky Farm Bureau Mutual Insurance
Kentucky
-$2.27M -25,000 Closed
TB
2181
Terril Brothers
Missouri
-$2.27M -24,985 Closed
OAM
2182
Oak Asset Management
California
-$2.22M -24,451 Closed
SWMG
2183
Signature Wealth Management Group
Georgia
-$2.15M -23,663 Closed
VMPIC
2184
Varma Mutual Pension Insurance Co
Finland
-$2.15M -23,607 Closed
BIP
2185
Bouvel Investment Partners
Pennsylvania
-$2.13M -23,441 Closed
SH
2186
SeaTown Holdings
Singapore
-$1.91M -21,000 Closed
ADL
2187
Asset Dedication LLC
California
-$1.91M -20,819 Closed
GCL
2188
Gouws Capital LLC
North Carolina
-$1.87M -20,575 Closed
IRF
2189
IBM Retirement Fund
New York
-$1.67M -18,374 Closed
BP
2190
Bandera Partners
New York
-$1.56M -17,200 Closed
AIC
2191
Argus Investors Counsel
New York
-$1.54M -16,890 Closed
HVP
2192
Hudson Value Partners
Florida
-$1.52M -16,738 Closed
CPA
2193
Capital Planning Advisors
California
-$1.49M -16,340 Closed
WWM
2194
WT Wealth Management
Arizona
-$1.36M -14,936 Closed
GM
2195
GeoWealth Management
Illinois
-$1.3M -14,251 Closed
OIS
2196
Okabena Investment Services
Minnesota
-$1.21M -13,244 Closed
SC
2197
SRB Corp
Massachusetts
-$949K -12,361 Closed
CMI
2198
Clare Market Investments
Texas
-$1.1M -12,077 Closed
RA
2199
RiverPark Advisors
New York
-$945K -10,387 Closed
CCM
2200
Compton Capital Management
Rhode Island
-$943K -10,368 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.