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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
PAM
2276
Peak Asset Management
Colorado
-$235K -2,581 Closed
CFC
2277
Coyle Financial Counsel
Illinois
-$233K -2,563 Closed
RHJA
2278
Rice Hall James & Associates
California
-$231K -2,540 Closed
WLPWM
2279
Walled Lake Planning & Wealth Management
Illinois
-$231K -2,535 Closed
LHEI
2280
Leo H. Evart Inc
California
-$231K -2,534 Closed
CRWM
2281
Castle Rock Wealth Management
California
-$205K -2,525 Closed
PAG
2282
Paladin Advisory Group
Iowa
-$194K -2,522 Closed
FFG
2283
Frisch Financial Group
New York
-$229K -2,513 Closed
CSWG
2284
Cardinal Strategic Wealth Guidance
Kentucky
-$228K -2,508 Closed
FLPIM
2285
F.L. Putnam Investment Management
Massachusetts
-$228K -2,501 Closed
LWP
2286
Legacy Wealth Planning
Nevada
-$227K -2,494 Closed
BAM
2287
Boyar Asset Management
New York
-$226K -2,484 Closed
LG
2288
LaFleur & Godfrey
Michigan
-$225K -2,472 Closed
RFN
2289
Redwood Financial Network
Ohio
-$225K -2,469 Closed
AR
2290
Apeiron RIA
Texas
-$205K -2,465 Closed
OPCM
2291
Osborne Partners Capital Management
California
-$224K -2,459 Closed
CCP
2292
Clarkston Capital Partners
Michigan
-$222K -2,439 Closed
KCFA
2293
Key Client Fiduciary Advisors
New Jersey
-$221K -2,427 Closed
NA
2294
Nottingham Advisors
New York
-$221K -2,427 Closed
BDFN
2295
Bond & Devick Financial Network
Minnesota
-$220K -2,418 Closed
GJCM
2296
Grand Jean Capital Management
California
-$220K -2,418 Closed
VWM
2297
Vigilare Wealth Management
Arizona
-$220K -2,414 Closed
HTHT
2298
Hemenway Trust Hemenway Trust
New Hampshire
-$220K -2,413 Closed
GD
2299
Grandfield & Dodd
New York
-$220K -2,410 Closed
CA
2300
Carson Advisory
Georgia
-$219K -2,405 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.