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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
FA
2301
Fermata Advisors
California
-$219K -2,402 Closed
SAM
2302
Secure Asset Management
Michigan
-$216K -2,371 Closed
FBFS
2303
First Business Financial Services
Wisconsin
-$215K -2,363 Closed
AC
2304
Asio Capital
Kentucky
-$215K -2,361 Closed
SCM
2305
Schnieders Capital Management
California
-$215K -2,361 Closed
ACM
2306
Ategra Capital Management
Virginia
-$215K -2,360 Closed
IG
2307
Ithaka Group
Virginia
-$214K -2,350 Closed
PCM
2308
Presidio Capital Management
California
-$212K -2,334 Closed
WWG
2309
West Wealth Group
California
-$212K -2,331 Closed
BFS
2310
Bickling Financial Services
Massachusetts
-$212K -2,327 Closed
KA
2311
KLCM Advisors
Wisconsin
-$212K -2,326 Closed
YWS
2312
Yarger Wealth Strategies
Ohio
-$212K -2,326 Closed
PWM
2313
Prentice Wealth Management
New York
-$211K -2,322 Closed
PHAM
2314
Palisades Hudson Asset Management
Florida
-$211K -2,320 Closed
MA
2315
Modus Advisors
Minnesota
-$207K -2,280 Closed
BFC
2316
Blue Fin Capital
Rhode Island
-$207K -2,279 Closed
AWAG
2317
ARS Wealth Advisors Group
Florida
-$206K -2,262 Closed
MWPCG
2318
Measured Wealth Private Client Group
New Hampshire
-$206K -2,261 Closed
WA
2319
Wealth Architects
California
-$205K -2,257 Closed
BCAM
2320
Boston Common Asset Management
Massachusetts
-$205K -2,250 Closed
WC
2321
Whitney & Co
New York
-$205K -2,250 Closed
FNC
2322
First National Corp
Massachusetts
-$204K -2,247 Closed
AA
2323
Advisory Alpha
Michigan
-$204K -2,244 Closed
EWM
2324
Endowment Wealth Management
Wisconsin
-$204K -2,239 Closed
EWA
2325
Evolution Wealth Advisors
Florida
-$204K -2,238 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.