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Levi Strauss

245 hedge funds and large institutions have $1.88B invested in Levi Strauss in 2021 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 90 increasing their positions, 57 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

58% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 57

33% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 39

5% more funds holding

Funds holding: 233245 (+12)

1% more capital invested

Capital invested by funds: $1.87B → $1.88B (+$9.73M)

5.61% less ownership

Funds ownership: 83.48%77.87% (-5.6%)

30% less call options, than puts

Call options by funds: $29.7M | Put options by funds: $42.2M

Holders
245
Holders Change
+12
Holders Change %
+5.15%
% of All Funds
3.77%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
52
Increased
90
Reduced
57
Closed
39
Calls
$29.7M
Puts
$42.2M
Net Calls
-$12.6M
Net Calls Change
-$3.79M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$202M +$12.3M +476,719 +6%
Parnassus Investments
2
Parnassus Investments
California
$136M
Wellington Management Group
3
Wellington Management Group
Massachusetts
$132M -$14.5M -560,335 -10%
Macquarie Group
4
Macquarie Group
Australia
$131M +$38M +1,472,502 +39%
BlackRock
5
BlackRock
New York
$77.6M -$25.4M -982,534 -24%
BBCM
6
Broad Bay Capital Management
New York
$77.3M +$34.4M +1,335,000 +76%
Capital Research Global Investors
7
Capital Research Global Investors
California
$73.8M
PI
8
Putnam Investments
Massachusetts
$62.1M +$1.35M +52,376 +2%
KAH
9
Kathryn A. Hall
$58.4M +$6.28M +243,355 +12%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$55.4M -$23.2M -900,054 -29%
AIM
11
Artemis Investment Management
United Kingdom
$53.9M +$3.46M +134,144 +7%
Goldman Sachs
12
Goldman Sachs
New York
$52.5M -$8.53M -330,404 -14%
Franklin Resources
13
Franklin Resources
California
$47.7M -$108K -4,200 -0.2%
N
14
Nuveen
North Carolina
$35.8M -$3.42M -132,460 -8%
American Century Companies
15
American Century Companies
Missouri
$31.7M +$32.3M +1,251,948 +9,764%
Ameriprise
16
Ameriprise
Minnesota
$29.4M +$250K +9,684 +0.8%
Millennium Management
17
Millennium Management
New York
$28.9M +$5.26M +203,977 +21%
Morgan Stanley
18
Morgan Stanley
New York
$27.3M -$2.41M -93,456 -8%
Janus Henderson Group
19
Janus Henderson Group
United Kingdom
$27M -$2.83M -109,803 -9%
MKA
20
M. Kulyk & Associates
Georgia
$21.4M -$258K -10,000 -1%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$21.3M +$2.65M +102,701 +14%
RA
22
Royce & Associates
New York
$19.9M -$2.82M -109,125 -12%
Northern Trust
23
Northern Trust
Illinois
$19.5M +$2.97M +115,245 +17%
UBS Group
24
UBS Group
Switzerland
$17.1M +$8.43M +326,529 +92%
Two Sigma Advisers
25
Two Sigma Advisers
New York
$15.6M -$13M -503,700 -45%

LEVI Hedge Fund Activity: Q4 2021 in Review

245 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Levi Strauss (LEVI) for Q4 2021, worth a combined $1.88B — up 0.52% from $1.87B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new LEVI positions and 39 closed out — a net gain of 13 holders — while 90 added to existing stakes and 57 trimmed.

The largest buyer was Macquarie Group, adding an estimated $38M. The largest seller was Two Sigma Investments, cutting an estimated $26.2M.

  • 245 institutional investors held Levi Strauss (LEVI) as of Q4 2021, up from 233 in Q3 2021.
  • Funds reported $1.88B of Levi Strauss stock for Q4 2021, up 0.52% quarter-over-quarter.
  • 52 funds opened new Levi Strauss positions in Q4 2021 and 39 closed out, a net change of +13 holders.
  • The largest Levi Strauss buyer in Q4 2021 was Macquarie Group, an estimated $38M added.
  • The largest Levi Strauss seller in Q4 2021 was Two Sigma Investments, an estimated $26.2M sold.

Based on aggregated 13F filings for Q4 2021.