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Torrid Holdings

64 hedge funds and large institutions have $552M invested in Torrid Holdings in 2022 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 21 increasing their positions, 16 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 16

23% more call options, than puts

Call options by funds: $1.4M | Put options by funds: $1.14M

22% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 18

7% more funds holding

Funds holding: 6064 (+4)

2.9% less ownership

Funds ownership: 87.36%84.46% (-2.9%)

42% less capital invested

Capital invested by funds: $951M → $552M (-$398M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
64
Holders Change
+4
Holders Change %
+6.67%
% of All Funds
1.01%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
22
Increased
21
Reduced
16
Closed
18
Calls
$1.4M
Puts
$1.14M
Net Calls
+$260K
Net Calls Change
+$1.38M
Name Holding Trade Value Shares
Change
Change in
Stake
SPM
1
Sycamore Partners Management
New York
$499M
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$14.7M +$1.8M +211,191 +10%
Federated Hermes
3
Federated Hermes
Pennsylvania
$5.76M
BlackRock
4
BlackRock
New York
$5.37M +$1.03M +120,915 +16%
Marshall Wace
5
Marshall Wace
United Kingdom
$3.22M +$4.31M +506,403 +2,073%
Fidelity International
6
Fidelity International
Bermuda
$3.12M -$2.1M -246,743 -32%
Vanguard Group
7
Vanguard Group
Pennsylvania
$2.71M -$34.9K -4,096 -0.9%
RCW
8
Rheos Capital Works
Japan
$1.95M
Geode Capital Management
9
Geode Capital Management
Massachusetts
$1.58M +$679K +79,764 +44%
State Street
10
State Street
Massachusetts
$1.42M +$267K +31,394 +15%
D.E. Shaw & Co
11
D.E. Shaw & Co
New York
$1.27M +$1.78M +209,150 New
SSA
12
Schonfeld Strategic Advisors
New York
$1.05M -$893K -104,789 -38%
Two Sigma Investments
13
Two Sigma Investments
New York
$962K +$534K +62,672 +65%
Northern Trust
14
Northern Trust
Illinois
$873K +$297K +34,888 +32%
Balyasny Asset Management
15
Balyasny Asset Management
Illinois
$767K +$784K +92,043 +267%
Bank of America
16
Bank of America
North Carolina
$701K -$398K -46,753 -29%
GGHC
17
Gilder Gagnon Howe & Co
New York
$653K -$2.25M -264,646 -71%
Victory Capital Management
18
Victory Capital Management
Texas
$619K -$596 -70 -0.1%
Charles Schwab
19
Charles Schwab
California
$585K +$119K +14,026 +17%
N
20
Nuveen
North Carolina
$479K -$2.67M -313,368 -84%
Citadel Advisors
21
Citadel Advisors
Florida
$476K -$2.07M -243,431 -76%
Citigroup
22
Citigroup
New York
$469K +$631K +74,024 +2,271%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$448K -$12.9M -1,516,440 -95%
LOAMU
24
Lombard Odier Asset Management (USA)
New York
$325K +$457K +53,668 New
Renaissance Technologies
25
Renaissance Technologies
New York
$279K +$392K +45,962 New

CURV Hedge Fund Activity: Q1 2022 in Review

64 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Torrid Holdings (CURV) for Q1 2022, worth a combined $552M — down 42% from $951M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new CURV positions and 18 closed out — a net gain of 4 holders — while 21 added to existing stakes and 16 trimmed.

The largest buyer was Marshall Wace, adding an estimated $4.31M. The largest seller was Fidelity Investments, cutting an estimated $12.9M.

  • 64 institutional investors held Torrid Holdings (CURV) as of Q1 2022, up from 60 in Q4 2021.
  • Funds reported $552M of Torrid Holdings stock for Q1 2022, down 42% quarter-over-quarter.
  • 22 funds opened new Torrid Holdings positions in Q1 2022 and 18 closed out, a net change of +4 holders.
  • The largest Torrid Holdings buyer in Q1 2022 was Marshall Wace, an estimated $4.31M added.
  • The largest Torrid Holdings seller in Q1 2022 was Fidelity Investments, an estimated $12.9M sold.

Based on aggregated 13F filings for Q1 2022.