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Levi Strauss

220 hedge funds and large institutions have $1.08B invested in Levi Strauss in 2022 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 99 increasing their positions, 49 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 49

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

41% more call options, than puts

Call options by funds: $38.9M | Put options by funds: $27.5M

1.96% more ownership

Funds ownership: 73.44%75.41% (+2%)

5% less funds holding

Funds holding: 231220 (-11)

7% less capital invested

Capital invested by funds: $1.16B → $1.08B (-$82.1M)

26% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 35

Holders
220
Holders Change
-11
Holders Change %
-4.76%
% of All Funds
3.79%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
26
Increased
99
Reduced
49
Closed
35
Calls
$38.9M
Puts
$27.5M
Net Calls
+$11.4M
Net Calls Change
+$12.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$114M +$1.22M +68,649 +0.9%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$113M +$833K +46,694 +0.6%
Macquarie Group
3
Macquarie Group
Australia
$75.3M +$580K +32,502 +0.6%
Ameriprise
4
Ameriprise
Minnesota
$58M +$44.4M +2,489,429 +164%
Parnassus Investments
5
Parnassus Investments
California
$57.4M -$33.4M -1,873,135 -32%
PI
6
Putnam Investments
Massachusetts
$47.9M +$1.54M +86,074 +3%
Capital Research Global Investors
7
Capital Research Global Investors
California
$42.7M
Franklin Resources
8
Franklin Resources
California
$31.6M +$562K +31,511 +1%
KAH
9
Kathryn A. Hall
$28.7M
Citadel Advisors
10
Citadel Advisors
Florida
$28.5M +$27.6M +1,549,037 +368%
BlackRock
11
BlackRock
New York
$27.6M -$1.37M -76,799 -4%
Millennium Management
12
Millennium Management
New York
$24.3M +$12.3M +690,341 +70%
DRZID
13
DePrince Race & Zollo Inc (DRZ)
Florida
$24M +$2.41M +135,021 +9%
Capital World Investors
14
Capital World Investors
California
$20.6M +$13.2M +740,732 +109%
Goldman Sachs
15
Goldman Sachs
New York
$20.4M +$6.16M +345,571 +32%
Morgan Stanley
16
Morgan Stanley
New York
$18.9M +$2.38M +133,654 +11%
MKA
17
M. Kulyk & Associates
Georgia
$18.2M +$21.3M +1,195,475 +1,943%
RA
18
Royce & Associates
New York
$14.6M +$1.14M +63,733 +7%
ICM
19
Invenomic Capital Management
Massachusetts
$13.7M +$2.15M +120,329 +15%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$12.9M +$64.1K +3,591 +0.4%
TAM
21
Trillium Asset Management
Massachusetts
$12.1M +$13.7K +766 +0.1%
CTI
22
Community Trust & Investment
Kentucky
$11.8M +$19.1K +1,070 +0.1%
CIM
23
Corda Investment Management
Texas
$9.2M +$604K +33,846 +6%
First Trust Advisors
24
First Trust Advisors
Illinois
$9.04M +$932K +52,249 +9%
Wells Fargo
25
Wells Fargo
California
$8.38M +$1.6M +89,668 +18%

LEVI Hedge Fund Activity: Q3 2022 in Review

220 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Levi Strauss (LEVI) for Q3 2022, worth a combined $1.08B — down 7.1% from $1.16B a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of LEVI and 26 opened new positions — a net loss of 9 holders — while 49 trimmed existing stakes and 99 added.

The largest buyer was Ameriprise, adding an estimated $44.4M. The largest seller was Cambridge Trust, cutting an estimated $35.1M.

  • 220 institutional investors held Levi Strauss (LEVI) as of Q3 2022, down from 231 in Q2 2022.
  • Funds reported $1.08B of Levi Strauss stock for Q3 2022, down 7.1% quarter-over-quarter.
  • 26 funds opened new Levi Strauss positions in Q3 2022 and 35 closed out, a net change of -9 holders.
  • The largest Levi Strauss buyer in Q3 2022 was Ameriprise, an estimated $44.4M added.
  • The largest Levi Strauss seller in Q3 2022 was Cambridge Trust, an estimated $35.1M sold.

Based on aggregated 13F filings for Q3 2022.