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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
DA
2326
Detalus Advisors
Missouri
-$203K -2,233 Closed
MWA
2327
Meridian Wealth Advisors
Texas
-$203K -2,231 Closed
MIAS
2328
Mason Investment Advisory Services
Virginia
-$202K -2,223 Closed
SAA
2329
Southeast Asset Advisors
Georgia
-$202K -2,215 Closed
ATFA
2330
All Terrain Financial Advisors
Minnesota
-$201K -2,208 Closed
TFCP
2331
Twin Focus Capital Partners
Massachusetts
-$200K -2,202 Closed
SLWA
2332
San Luis Wealth Advisors
California
-$233K -1,996 Closed
T
2333
TCWP
Ohio
-$180K -1,980 Closed
GCM
2334
Gladius Capital Management
Illinois
-$158K -1,734 Closed
CWP
2335
Curated Wealth Partners
California
-$201K -1,706 Closed
SOW
2336
State of Wyoming
Wyoming
-$112K -1,452 -100%
HIM
2337
Hillsdale Investment Management
Ontario, Canada
-$106K -1,168 Closed
NR
2338
Newfound Research
Massachusetts
-$87K -960 Closed
SCA
2339
Sandy Cove Advisors
Massachusetts
-$78K -860 Closed
TFO
2340
Tarbox Family Office
California
-$50K -546 Closed
GCA
2341
Greenwood Capital Associates
South Carolina
-$47K -521 Closed
FFA
2342
Freedman Financial Associates
Massachusetts
-$39K -447 Closed
UAML
2343
US Asset Management LLC
Pennsylvania
-$35K -380 Closed
WR
2344
WD Rutherford
Oregon
-$34K -370 Closed
FFWM
2345
Future Financial Wealth Management
Ohio
-$32K -350 Closed
HA
2346
Herold Advisors
New York
-$29.1K -319 Closed
MFA
2347
McClarren Financial Advisors
Pennsylvania
-$26K -286 Closed
BSWA
2348
Bromfield Sneider Wealth Advisors
Massachusetts
-$25K -270 Closed
LWMNY
2349
Landmark Wealth Management (New York)
New York
-$242 -242 Closed
APP
2350
Alpha Paradigm Partners
Illinois
-$18K -201 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.