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Levi Strauss

140 hedge funds and large institutions have $727M invested in Levi Strauss in 2019 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 35 increasing their positions, 28 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more call options, than puts

Call options by funds: $19.6M | Put options by funds: $13.1M

25% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 28

15% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 47

2% more funds holding

Funds holding: 137140 (+3)

4% less capital invested

Capital invested by funds: $754M → $727M (-$27.7M)

4.82% less ownership

Funds ownership: 87.36%82.54% (-4.8%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
140
Holders Change
+3
Holders Change %
+2.19%
% of All Funds
3.04%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
54
Increased
35
Reduced
28
Closed
47
Calls
$19.6M
Puts
$13.1M
Net Calls
+$6.45M
Net Calls Change
+$11.4M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$95.9M +$30.6M +1,392,606 +44%
Vanguard Group
2
Vanguard Group
Pennsylvania
$71.1M +$18.7M +848,954 +33%
Wells Fargo
3
Wells Fargo
California
$68.3M +$70.3M +3,193,030 +4,149%
Franklin Resources
4
Franklin Resources
California
$56.2M +$36.7M +1,668,358 +163%
Capital Research Global Investors
5
Capital Research Global Investors
California
$31.3M +$6.43K +292 +0%
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$28.4M -$19.3M -877,966 -39%
PI
7
Putnam Investments
Massachusetts
$27.5M +$22.1M +1,003,152 +318%
Ameriprise
8
Ameriprise
Minnesota
$25.6M -$15.6M -708,045 -37%
Capital World Investors
9
Capital World Investors
California
$24.3M
Federated Hermes
10
Federated Hermes
Pennsylvania
$17.9M -$4.12M -187,316 -18%
N
11
Nuveen
North Carolina
$17.7M +$18.6M +846,373 New
Two Sigma Investments
12
Two Sigma Investments
New York
$17.6M +$18.5M +841,104 New
FAM
13
Fred Alger Management
New York
$15.3M +$9.54M +433,513 +145%
BlackRock
14
BlackRock
New York
$13.8M +$14.4M +654,593 +8,464%
Alyeska Investment Group
15
Alyeska Investment Group
Illinois
$12.7M -$10.8M -489,975 -45%
SOMRS
16
State of Michigan Retirement System
Michigan
$11.9M +$8.14M +370,000 +185%
CGM
17
Capital Growth Management
Massachusetts
$11.1M +$11.7M +530,000 New
Two Sigma Advisers
18
Two Sigma Advisers
New York
$10.4M +$11M +499,100 New
FA
19
Friess Associates
Delaware
$8.62M +$1.8M +81,878 +25%
Invesco
20
Invesco
Georgia
$7.84M +$8.27M +375,700 New
Citadel Advisors
21
Citadel Advisors
Florida
$7.13M -$4.38M -198,998 -37%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$6.64M +$7M +317,948 New
JP Morgan Chase
23
JP Morgan Chase
New York
$6.41M -$2.52M -114,439 -27%
LCM
24
Laurion Capital Management
New York
$6.26M
SIM
25
SRS Investment Management
New York
$6.26M

LEVI Hedge Fund Activity: Q2 2019 in Review

140 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Levi Strauss (LEVI) for Q2 2019, worth a combined $727M — down 3.7% from $754M a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new LEVI positions and 47 closed out — a net gain of 7 holders — while 35 added to existing stakes and 28 trimmed.

The largest buyer was Wells Fargo, adding an estimated $70.3M. The largest seller was Norges Bank, cutting an estimated $34.3M.

  • 140 institutional investors held Levi Strauss (LEVI) as of Q2 2019, up from 137 in Q1 2019.
  • Funds reported $727M of Levi Strauss stock for Q2 2019, down 3.7% quarter-over-quarter.
  • 54 funds opened new Levi Strauss positions in Q2 2019 and 47 closed out, a net change of +7 holders.
  • The largest Levi Strauss buyer in Q2 2019 was Wells Fargo, an estimated $70.3M added.
  • The largest Levi Strauss seller in Q2 2019 was Norges Bank, an estimated $34.3M sold.

Based on aggregated 13F filings for Q2 2019.