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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
SLG
2251
Stanley-Laman Group
Pennsylvania
-$267K -2,937 Closed
MMPW
2252
Mitchell McLeod Pugh & Williams
Alabama
-$266K -2,920 Closed
TNAM
2253
Terra Nova Asset Management
New York
-$265K -2,917 Closed
CCM
2254
Carlson Capital Management
Minnesota
-$265K -2,913 Closed
FPA
2255
First Pacific Advisors
California
-$265K -2,910 Closed
AA
2256
Aire Advisors
California
-$264K -2,902 Closed
NRS
2257
Neville Rodie & Shaw
New York
-$260K -2,847 Closed
KCM
2258
Kanawha Capital Management
Virginia
-$258K -2,834 Closed
ACM
2259
Advance Capital Management
Michigan
-$257K -2,830 Closed
SQA
2260
Simon Quick Advisors
New Jersey
-$255K -2,802 Closed
OR
2261
Olympiad Research
Connecticut
-$253K -2,786 Closed
MW
2262
MBL Wealth
North Carolina
-$251K -2,760 Closed
TFF
2263
The Family Firm
Maryland
-$250K -2,743 Closed
OCPWS
2264
One Charles Private Wealth Services
Massachusetts
-$248K -2,726 Closed
GIM
2265
Goelzer Investment Management
Indiana
-$246K -2,701 Closed
IIA
2266
Integral Investment Advisors
California
-$241K -2,653 Closed
AO
2267
Advisor OS
Illinois
-$240K -2,639 Closed
FAT
2268
First American Trust
California
-$238K -2,622 Closed
ORC
2269
O'Rourke & Company
Massachusetts
-$237K -2,609 Closed
AM
2270
Atwater Malick
Pennsylvania
-$237K -2,602 Closed
BCM
2271
Brookmont Capital Management
Texas
-$236K -2,599 Closed
CAMG
2272
CWA Asset Management Group
Florida
-$236K -2,597 Closed
HCM
2273
Hodges Capital Management
Texas
-$236K -2,591 Closed
BBA
2274
BLB&B Advisors
Pennsylvania
-$236K -2,590 Closed
CIP
2275
Convergence Investment Partners
Florida
-$235K -2,582 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.