LEVI icon

Levi Strauss
LEVI

Overview Fund Activity

199 hedge funds and large institutions have $1.35B invested in Levi Strauss in 2023 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 56 increasing their positions, 66 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
199
Holders Change
+4
Holders Change %
+2.05%
% of All Funds
2.92%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
30
Increased
56
Reduced
66
Closed
23
Calls
$55.3M
Puts
$26.7M
Net Calls
+$28.6M
Net Calls Change
+$30.8M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$139M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$38M
3
CVA
3
Ceredex Value Advisors
Florida
$24.3M
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$110M
5
Citadel Advisors
5
Citadel Advisors
Florida
$15.7M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$0
2
DRZID
2
DePrince Race & Zollo Inc (DRZ)
Florida
$36.7M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$131M
4
ICM
4
Invenomic Capital Management
Massachusetts
$13.4M
5
Franklin Resources
5
Franklin Resources
California
$6.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
OP
176
ORG Partners
Indiana
$3.31K – – –
ASN
177
Advisory Services Network
Georgia
$3.31K +$3.31K +200 New
S
178
SignatureFD
Georgia
$2.51K +$1.77K +107 +238%
RFG
179
RFP Financial Group
Georgia
$2.07K – – –
TFGT
180
TS Financial Group (TSFG)
Illinois
$2K – – –
BIA
181
Bell Investment Advisors
California
$1.72K -$1.67K -101 -49%
TF
182
Tompkins Financial
New York
$1.72K +$1.72K +104 New
WTC
183
WhitTier Trust Company
Nevada
$1.67K -$99 -6 -6%
VWM
184
Venturi Wealth Management
Texas
$1.65K -$860 -52 -34%
YDMI
185
Y.D. More Investments
Israel
$1.64K +$1.64K +100 New
PP
186
Pacifica Partners
Canada
$1.52K – – –
RAM
187
Riggs Asset Management
Pennsylvania
$1.32K – – –
BWP
188
Baldwin Wealth Partners
Massachusetts
$1.08K – – –
WIM
189
Westside Investment Management
California
$827 – – –
JWM
190
Janiczek Wealth Management
Colorado
$827 +$827 +50 New
PA
191
Parallel Advisors
California
$662 – – –
JWA
192
JFS Wealth Advisors
Pennsylvania
$579 -$215 -13 -27%
AF
193
Allworth Financial
California
$429 -$1.47K -89 -77%
AF
194
Advisornet Financial
Minnesota
$331 +$116 +7 +54%
GRP
195
Global Retirement Partners
California
$320 – – –
SIC
196
SJS Investment Consulting
Ohio
$265 +$99 +6 +60%
DPW
197
DiNuzzo Private Wealth
Pennsylvania
$133 +$133 +8 New
HCP
198
Hexagon Capital Partners
Arkansas
$17 -$85 -5 -83%
NA
199
NewEdge Advisors
Louisiana
$17 +$17 +1 New
Capital World Investors
200
Capital World Investors
California
– -$19.2M -1,414,239 Closed
5 6 7
8
9