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Levi Strauss

179 hedge funds and large institutions have $1.67B invested in Levi Strauss in 2021 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 55 increasing their positions, 53 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

283% more call options, than puts

Call options by funds: $32.4M | Put options by funds: $8.47M

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

31% more capital invested

Capital invested by funds: $1.27B → $1.67B (+$400M)

4% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 53

5% less funds holding

Funds holding: 189179 (-10)

8.71% less ownership

Funds ownership: 95.09%86.38% (-8.7%)

25% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 40

Holders
179
Holders Change
-10
Holders Change %
-5.29%
% of All Funds
3.14%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
30
Increased
55
Reduced
53
Closed
40
Calls
$32.4M
Puts
$8.47M
Net Calls
+$24M
Net Calls Change
+$7.55M
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$166M -$1.19M -53,048 -0.8%
Select Equity Group
2
Select Equity Group
New York
$160M +$41.7M +1,865,839 +39%
Vanguard Group
3
Vanguard Group
Pennsylvania
$148M +$23.7M +1,060,551 +21%
Parnassus Investments
4
Parnassus Investments
California
$109M +$102M +4,570,587 New
Fidelity Investments
5
Fidelity Investments
Massachusetts
$90.4M +$18M +804,742 +27%
Capital Research Global Investors
6
Capital Research Global Investors
California
$70.5M
Ameriprise
7
Ameriprise
Minnesota
$65.7M -$1.88M -84,222 -3%
Franklin Resources
8
Franklin Resources
California
$61.6M -$4.37M -195,400 -7%
PI
9
Putnam Investments
Massachusetts
$61.3M -$79M -3,529,951 -58%
Janus Henderson Group
10
Janus Henderson Group
United Kingdom
$60.2M +$208K +9,313 +0.4%
VNIM
11
Vaughan Nelson Investment Management
Texas
$48.3M +$45.2M +2,021,835 New
AIM
12
Artemis Investment Management
United Kingdom
$45.8M +$10.2M +453,985 +31%
BlackRock
13
BlackRock
New York
$43.5M +$10.6M +473,854 +35%
Morgan Stanley
14
Morgan Stanley
New York
$32.4M -$1.07M -47,724 -3%
RA
15
Royce & Associates
New York
$32.1M +$9.72M +434,215 +48%
N
16
Nuveen
North Carolina
$26.1M +$20.1M +898,461 +467%
KAH
17
Kathryn A. Hall
$23.1M -$17.2M -770,775 -44%
Goldman Sachs
18
Goldman Sachs
New York
$20.3M -$3.94M -176,181 -17%
Federated Hermes
19
Federated Hermes
Pennsylvania
$19.2M +$8.03K +359 +0%
CIM
20
Corda Investment Management
Texas
$18.6M -$1.03M -45,991 -6%
Northern Trust
21
Northern Trust
Illinois
$17.3M +$864K +38,629 +6%
MKA
22
M. Kulyk & Associates
Georgia
$15.5M +$14.5M +650,000 New
Geode Capital Management
23
Geode Capital Management
Massachusetts
$15.5M +$3.26M +145,646 +29%
Wells Fargo
24
Wells Fargo
California
$15.2M -$4.24M -189,339 -23%
Capital World Investors
25
Capital World Investors
California
$14.9M -$14.5K -649 -0.1%

LEVI Hedge Fund Activity: Q1 2021 in Review

179 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Levi Strauss (LEVI) for Q1 2021, worth a combined $1.67B — up 31% from $1.27B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of LEVI and 30 opened new positions — a net loss of 10 holders — while 53 trimmed existing stakes and 55 added.

The largest buyer was Parnassus Investments, opening a new position worth an estimated $102M. The largest seller was Putnam Investments, cutting an estimated $79M.

  • 179 institutional investors held Levi Strauss (LEVI) as of Q1 2021, down from 189 in Q4 2020.
  • Funds reported $1.67B of Levi Strauss stock for Q1 2021, up 31% quarter-over-quarter.
  • 30 funds opened new Levi Strauss positions in Q1 2021 and 40 closed out, a net change of -10 holders.
  • The largest Levi Strauss buyer in Q1 2021 was Parnassus Investments, an estimated $102M added.
  • The largest Levi Strauss seller in Q1 2021 was Putnam Investments, an estimated $79M sold.

Based on aggregated 13F filings for Q1 2021.