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Levi Strauss

165 hedge funds and large institutions have $645M invested in Levi Strauss in 2020 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 46 increasing their positions, 41 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 21

12% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 41

10% more funds holding

Funds holding: 150165 (+15)

1% more call options, than puts

Call options by funds: $14.5M | Put options by funds: $14.4M

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $653M → $645M (-$8.06M)

4.64% less ownership

Funds ownership: 79.98%75.34% (-4.6%)

Holders
165
Holders Change
+15
Holders Change %
+10%
% of All Funds
3.33%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
36
Increased
46
Reduced
41
Closed
21
Calls
$14.5M
Puts
$14.4M
Net Calls
+$138K
Net Calls Change
+$2.65M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
151
Clearstead Advisors
Ohio
$3K +$2.85K +225 New
CAPTRUST Financial Advisors
152
CAPTRUST Financial Advisors
North Carolina
$2K
FEG
153
Financial Enhancement Group
Indiana
$2K
GEA
154
Glen Eagle Advisors
New Jersey
$1.34K +$1.27K +100 New
US Bancorp
155
US Bancorp
Minnesota
$1K -$1.65K -130 -71%
PCG
156
Private Capital Group
Connecticut
$1K -$203 -16 -15%
BWP
157
Baldwin Wealth Partners
Massachusetts
$1K
Carson Wealth (CWM LLC)
158
Carson Wealth (CWM LLC)
Nebraska
$1K
ME
159
McIlrath & Eck
Washington
$1K
TFGT
160
TS Financial Group (TSFG)
Illinois
$1K
ETC
161
Exchange Traded Concepts
Oklahoma
$1K +$863 +68 New
S
162
SignatureFD
Georgia
$1K +$990 +78 +520%
MIFH
163
Migdal Insurance & Financial Holdings
Israel
-$14.1M -1,053,911 Closed
AllianceBernstein
164
AllianceBernstein
Tennessee
-$5.24M -391,032 Closed
SC
165
Shellback Capital
Massachusetts
-$938K -70,000 Closed
SC
166
Searle & Co
Connecticut
-$909K -67,800 Closed
GAM
167
Gotham Asset Management
New York
-$479K -35,733 Closed
TI
168
Trexquant Investment
Connecticut
-$463K -34,569 Closed
EGM
169
Engineers Gate Manager
New York
-$457K -34,096 Closed
WCM
170
Weld Capital Management
New York
-$331K -24,703 Closed
Simplex Trading
171
Simplex Trading
Illinois
-$189K -14,910 Closed
AA
172
ALPS Advisors
Colorado
-$195K -14,577 Closed
GIA
173
Granite Investment Advisors
New Hampshire
-$188K -14,000 Closed
Wolverine Trading
174
Wolverine Trading
Illinois
-$155K -12,211 Closed
PM
175
Parametrica Management
Hong Kong
-$137K -10,208 Closed

LEVI Hedge Fund Activity: Q3 2020 in Review

165 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Levi Strauss (LEVI) for Q3 2020, worth a combined $645M — down 1.2% from $653M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new LEVI positions and 21 closed out — a net gain of 15 holders — while 46 added to existing stakes and 41 trimmed.

The largest buyer was Putnam Investments, adding an estimated $21.6M. The largest seller was Capital Research Global Investors, cutting an estimated $37.9M.

  • 165 institutional investors held Levi Strauss (LEVI) as of Q3 2020, up from 150 in Q2 2020.
  • Funds reported $645M of Levi Strauss stock for Q3 2020, down 1.2% quarter-over-quarter.
  • 36 funds opened new Levi Strauss positions in Q3 2020 and 21 closed out, a net change of +15 holders.
  • The largest Levi Strauss buyer in Q3 2020 was Putnam Investments, an estimated $21.6M added.
  • The largest Levi Strauss seller in Q3 2020 was Capital Research Global Investors, an estimated $37.9M sold.

Based on aggregated 13F filings for Q3 2020.