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Levi Strauss

150 hedge funds and large institutions have $653M invested in Levi Strauss in 2020 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 38 increasing their positions, 33 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 26

15% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 33

15% more funds holding

Funds holding: 131150 (+19)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less capital invested

Capital invested by funds: $684M → $653M (-$31.1M)

7.25% less ownership

Funds ownership: 87.23%79.98% (-7.3%)

11% less call options, than puts

Call options by funds: $20.2M | Put options by funds: $22.7M

Holders
150
Holders Change
+19
Holders Change %
+14.5%
% of All Funds
3.08%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
45
Increased
38
Reduced
33
Closed
26
Calls
$20.2M
Puts
$22.7M
Net Calls
-$2.52M
Net Calls Change
-$15M
Name Holding Trade Value Shares
Change
Change in
Stake
TC
126
Truvestments Capital
Florida
$8K
MWA
127
Moser Wealth Advisors
Washington
$7K
RIA
128
RPG Investment Advisory
California
$7K
CIR
129
Clear Investment Research
Georgia
$4K
CFGS
130
Concourse Financial Group Securities
Alabama
$4K
CFB
131
Cullen/Frost Bankers
Texas
$4K
NSIM
132
North Star Investment Management
Illinois
$4K
PFGIA
133
Patriot Financial Group Insurance Agency
Massachusetts
$4K +$262 +20 +7%
JCM
134
Jacobi Capital Management
Pennsylvania
$3K
APWA
135
Atlas Private Wealth Advisors
New Jersey
$3K +$2.62K +200 New
FMB
136
Field & Main Bank
Kentucky
$3K +$2.62K +200 New
FEG
137
Financial Enhancement Group
Indiana
$2K
CAPTRUST Financial Advisors
138
CAPTRUST Financial Advisors
North Carolina
$2K +$1.71K +130 New
US Bancorp
139
US Bancorp
Minnesota
$2K +$2.4K +183 New
BWP
140
Baldwin Wealth Partners
Massachusetts
$1K
Carson Wealth (CWM LLC)
141
Carson Wealth (CWM LLC)
Nebraska
$1K
ME
142
McIlrath & Eck
Washington
$1K
TFGT
143
TS Financial Group (TSFG)
Illinois
$1K
PCG
144
Private Capital Group
Connecticut
$1K +$210 +16 +18%
T. Rowe Price Associates
145
T. Rowe Price Associates
Maryland
-$55.9M -4,500,022 Closed
GA
146
Greenhaven Associates
New York
-$9.9M -796,160 Closed
Two Sigma Investments
147
Two Sigma Investments
New York
-$8.83M -673,008 Closed
Renaissance Technologies
148
Renaissance Technologies
New York
-$4.81M -386,778 Closed
CI
149
Cambiar Investors
Colorado
-$3.68M -295,865 Closed
SG Americas Securities
150
SG Americas Securities
New York
-$3.35M -269,218 Closed

LEVI Hedge Fund Activity: Q2 2020 in Review

150 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Levi Strauss (LEVI) for Q2 2020, worth a combined $653M — down 4.6% from $684M a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new LEVI positions and 26 closed out — a net gain of 19 holders — while 38 added to existing stakes and 33 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $15.6M. The largest seller was T. Rowe Price Associates, exiting entirely with an estimated $55.9M sold.

  • 150 institutional investors held Levi Strauss (LEVI) as of Q2 2020, up from 131 in Q1 2020.
  • Funds reported $653M of Levi Strauss stock for Q2 2020, down 4.6% quarter-over-quarter.
  • 45 funds opened new Levi Strauss positions in Q2 2020 and 26 closed out, a net change of +19 holders.
  • The largest Levi Strauss buyer in Q2 2020 was Wellington Management Group, an estimated $15.6M added.
  • The largest Levi Strauss seller in Q2 2020 was T. Rowe Price Associates, an estimated $55.9M sold.

Based on aggregated 13F filings for Q2 2020.