Starbucks
SBUX
2,272 hedge funds and large institutions have $71.3B invested in Starbucks in 2022 Q1 according to their latest regulatory filings, with 153 funds opening new positions, 948 increasing their positions, 961 reducing their positions, and 267 closing their positions.
0.05% less ownership
Funds ownership: 68.38% → 68.33% (-0.05%)
1% less repeat investments, than reductions
Existing positions increased: 948 | Existing positions reduced: 961
6% less funds holding
Funds holding: 2,414 → 2,272 (-142)
23% less call options, than puts
Call options by funds: $1.8B | Put options by funds: $2.34B
23% less capital invested
Capital invested by funds: $93.2B → $71.3B (-$21.9B)
36% less funds holding in top 10
Funds holding in top 10: 58 → 37 (-21)
43% less first-time investments, than exits
New positions opened: 153 | Existing positions closed: 267
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$417M |
| 2 |
D.E. Shaw & Co
New York
|
+$384M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
+$362M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$258M |
| 5 |
Marshall Wace
London,
United Kingdom
|
+$245M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Polen Capital Management
Boca Raton,
Florida
|
-$1.16B |
| 2 |
MAM
Magellan Asset Management
Sydney,
Australia
|
-$853M |
| 3 |
BlackRock
New York
|
-$553M |
| 4 |
Fundsmith LLP
London,
United Kingdom
|
-$315M |
| 5 |
Brown Advisory
Baltimore,
Maryland
|
-$308M |
SBUX Hedge Fund Activity: Q1 2022 in Review
2,272 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Starbucks (SBUX) for Q1 2022, worth a combined $71.3B — down 23% from $93.2B a quarter earlier.
Sellers outnumbered buyers: 267 funds closed out of SBUX and 153 opened new positions — a net loss of 114 holders — while 961 trimmed existing stakes and 948 added.
The largest buyer was Bank of America, adding an estimated $417M. The largest seller was Polen Capital Management, cutting an estimated $1.16B.
- 2,272 institutional investors held Starbucks (SBUX) as of Q1 2022, down from 2,414 in Q4 2021.
- Funds reported $71.3B of Starbucks stock for Q1 2022, down 23% quarter-over-quarter.
- 153 funds opened new Starbucks positions in Q1 2022 and 267 closed out, a net change of -114 holders.
- The largest Starbucks buyer in Q1 2022 was Bank of America, an estimated $417M added.
- The largest Starbucks seller in Q1 2022 was Polen Capital Management, an estimated $1.16B sold.
Based on aggregated 13F filings for Q1 2022.