Levi Strauss
LEVI
203 hedge funds and large institutions have $1.35B invested in Levi Strauss in 2023 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 57 increasing their positions, 68 reducing their positions, and 23 closing their positions.
107% more call options, than puts
Call options by funds: $55.3M | Put options by funds: $26.7M
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
35% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 23
28% more capital invested
Capital invested by funds: $1.06B → $1.35B (+$293M)
3.54% more ownership
Funds ownership: 78.27% → 81.81% (+3.5%)
3% more funds holding
Funds holding: 198 → 203 (+5)
16% less repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 68
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$36.5M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
+$34.1M |
| 3 |
CVA
Ceredex Value Advisors
Orlando,
Florida
|
+$21.8M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
+$14.8M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$12.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$19.2M |
| 2 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$14.6M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$10.2M |
| 4 |
ICM
Invenomic Capital Management
Boston,
Massachusetts
|
-$8.83M |
| 5 |
Franklin Resources
San Mateo,
California
|
-$8.4M |
LEVI Hedge Fund Activity: Q4 2023 in Review
203 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Levi Strauss (LEVI) for Q4 2023, worth a combined $1.35B — up 28% from $1.06B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new LEVI positions and 23 closed out — a net gain of 8 holders — while 57 added to existing stakes and 68 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $36.5M. The largest seller was Capital World Investors, exiting entirely with an estimated $19.2M sold.
- 203 institutional investors held Levi Strauss (LEVI) as of Q4 2023, up from 198 in Q3 2023.
- Funds reported $1.35B of Levi Strauss stock for Q4 2023, up 28% quarter-over-quarter.
- 31 funds opened new Levi Strauss positions in Q4 2023 and 23 closed out, a net change of +8 holders.
- The largest Levi Strauss buyer in Q4 2023 was Fidelity Investments, an estimated $36.5M added.
- The largest Levi Strauss seller in Q4 2023 was Capital World Investors, an estimated $19.2M sold.
Based on aggregated 13F filings for Q4 2023.