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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
FDS
2226
Freedom Day Solutions
Texas
-$381K -4,192 Closed
AWM
2227
Angeles Wealth Management
California
-$372K -4,093 Closed
EA
2228
Eudaimonia Advisors
Tennessee
-$369K -4,055 Closed
SEC
2229
Seven Eight Capital
New York
-$369K -4,054 Closed
BBI
2230
Baxter Bros Inc
Connecticut
-$366K -4,020 Closed
IIM
2231
InTrack Investment Management
Vermont
-$362K -3,979 Closed
WWM
2232
Westwood Wealth Management
California
-$355 -3,900 Closed
XT
2233
XTX Topco
Cayman Islands
-$326K -3,583 Closed
PC
2234
Periscope Capital
Ontario, Canada
-$324K -3,562 Closed
BL
2235
BFSG LLC
California
-$321K -3,529 Closed
CCM
2236
CTC Capital Management
Illinois
-$318K -3,500 Closed
SAM
2237
Strategy Asset Managers
California
-$317K -3,484 Closed
FWM
2238
Fairhaven Wealth Management
Illinois
-$308K -3,389 Closed
KW
2239
KWB Wealth
California
-$391K -3,339 Closed
JSW
2240
Journey Strategic Wealth
New Jersey
-$300K -3,293 Closed
EA
2241
Emerald Advisors
Washington
-$292K -3,208 Closed
MCA
2242
Millennium Capital Advisors
Arkansas
-$291K -3,195 Closed
RCWM
2243
Royal Capital Wealth Management
Indiana
-$286K -3,140 Closed
CSPAM
2244
Cary Street Partners Asset Management
Virginia
-$283K -3,113 Closed
IA
2245
IFG Advisory
Georgia
-$276K -3,039 Closed
DA
2246
DSC Advisors
Illinois
-$275K -3,026 Closed
NDSI
2247
Newman Dignan & Sheerar Inc
Rhode Island
-$274 -3,014 Closed
FAG
2248
Financial Advisory Group
Texas
-$274K -3,013 Closed
BCM
2249
Buckhead Capital Management
Georgia
-$273K -3,005 Closed
WMC
2250
Westwood Management Corporation
Illinois
-$273K -3,000 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.