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Levi Strauss

189 hedge funds and large institutions have $1.27B invested in Levi Strauss in 2020 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 53 increasing their positions, 47 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more call options, than puts

Call options by funds: $30.1M | Put options by funds: $13.7M

100% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 25

97% more capital invested

Capital invested by funds: $645M → $1.27B (+$624M)

19.75% more ownership

Funds ownership: 75.34%95.09% (+20%)

15% more funds holding

Funds holding: 165189 (+24)

13% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 47

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
189
Holders Change
+24
Holders Change %
+14.55%
% of All Funds
3.34%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
50
Increased
53
Reduced
47
Closed
25
Calls
$30.1M
Puts
$13.7M
Net Calls
+$16.4M
Net Calls Change
+$16.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
151
Crewe Advisors
Utah
$20K
GRP
152
Global Retirement Partners
California
$13K -$1.43K -80 -11%
Bank of Montreal
153
Bank of Montreal
Ontario, Canada
$13K -$286 -16 -3%
TC
154
Truvestments Capital
Florida
$13K
Fifth Third Bancorp
155
Fifth Third Bancorp
Ohio
$10K
MWA
156
Moser Wealth Advisors
Washington
$10K
RIA
157
RPG Investment Advisory
California
$9K -$894 -50 -10%
AWM
158
Avior Wealth Management
Nebraska
$9K
TCM
159
TD Capital Management
Tennessee
$8K
NFG
160
Next Financial Group
Texas
$7K
RAM
161
Riggs Asset Management
Pennsylvania
$7K +$6.33K +354 New
CIR
162
Clear Investment Research
Georgia
$6K
CFB
163
Cullen/Frost Bankers
Texas
$6K
NSIM
164
North Star Investment Management
Illinois
$6K
CA
165
Clearstead Advisors
Ohio
$5K
CWA
166
Clearview Wealth Advisors
Oregon
$5K +$4.37K +244 New
FFG
167
Fortem Financial Group
California
$5K +$4.47K +250 New
APWA
168
Atlas Private Wealth Advisors
New Jersey
$4K
FMB
169
Field & Main Bank
Kentucky
$4K
JCM
170
Jacobi Capital Management
Pennsylvania
$4K
CAPTRUST Financial Advisors
171
CAPTRUST Financial Advisors
North Carolina
$3K
FEG
172
Financial Enhancement Group
Indiana
$3K
US Bancorp
173
US Bancorp
Minnesota
$3K +$1.91K +107 +202%
OIM
174
Oder Investment Management
California
$3K +$2.42K +135 New
PCG
175
Private Capital Group
Connecticut
$2K -$89 -5 -6%

LEVI Hedge Fund Activity: Q4 2020 in Review

189 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Levi Strauss (LEVI) for Q4 2020, worth a combined $1.27B — up 97% from $645M a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new LEVI positions and 25 closed out — a net gain of 25 holders — while 53 added to existing stakes and 47 trimmed.

The largest buyer was Select Equity Group, opening a new position worth an estimated $86.6M. The largest seller was Kathryn A. Hall, cutting an estimated $6.31M.

  • 189 institutional investors held Levi Strauss (LEVI) as of Q4 2020, up from 165 in Q3 2020.
  • Funds reported $1.27B of Levi Strauss stock for Q4 2020, up 97% quarter-over-quarter.
  • 50 funds opened new Levi Strauss positions in Q4 2020 and 25 closed out, a net change of +25 holders.
  • The largest Levi Strauss buyer in Q4 2020 was Select Equity Group, an estimated $86.6M added.
  • The largest Levi Strauss seller in Q4 2020 was Kathryn A. Hall, an estimated $6.31M sold.

Based on aggregated 13F filings for Q4 2020.