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SFIX

Stitch Fix
SFIX

283 hedge funds and large institutions have $3.97B invested in Stitch Fix in 2021 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 85 increasing their positions, 88 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 2 → 8 (+6)

36% more capital invested

Capital invested by funds: $2.91B → $3.97B (+$1.06B)

29% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 45

10% more call options, than puts

Call options by funds: $117M | Put options by funds: $106M

5.48% more ownership

Funds ownership: 86.24% → 91.73% (+5.5%)

4% more funds holding

Funds holding: 271 → 283 (+12)

3% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 88

Holders
283
Holders Change
+12
Holders Change %
+4.43%
% of All Funds
4.93%
Holding in Top 10
8
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+300%
% of All Funds
0.14%
New
58
Increased
85
Reduced
88
Closed
45
Calls
$117M
Puts
$106M
Net Calls
+$10.8M
Net Calls Change
-$30.4M

Top Buyers

1
SPC
Slate Path Capital
New York
+$118M
2
SCM
Spyglass Capital Management
California
+$84.6M
3
JSP
Jackson Square Partners
California
+$71M
4
WCAU
Working Capital Advisors (UK)
United Kingdom
+$68.5M
5
Morgan Stanley
Morgan Stanley
New York
+$47.4M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$45.9M
2
Renaissance Technologies
Renaissance Technologies
New York
-$36.2M
3
PCM
Penserra Capital Management
California
-$19.3M
4
Voloridge Investment Management
Voloridge Investment Management
Florida
-$16.5M
5
CAM
Contour Asset Management
New York
-$14.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
276
Versant Capital Management
Arizona
$1K – – –
PGWM
277
Parisi Gray Wealth Management
New Jersey
$1K +$922 +18 New
Nisa Investment Advisors
278
Nisa Investment Advisors
Missouri
$140 – – –
Renaissance Technologies
279
Renaissance Technologies
New York
– -$36.2M -729,837 Closed
Voloridge Investment Management
280
Voloridge Investment Management
Florida
– -$16.5M -333,948 Closed
CAM
281
Contour Asset Management
New York
– -$14.5M -292,101 Closed
SI
282
Scout Investments
Missouri
– -$13.4M -270,355 Closed
GH
283
Grosvenor Holdings
Illinois
– -$12.4M -250,877 Closed
Point72 Asset Management
284
Point72 Asset Management
Connecticut
– -$11.6M -234,479 Closed
JFL
285
Jarislowsky, Fraser Ltd
Quebec, Canada
– -$9.62M -194,136 Closed
JGC
286
J. Goldman & Co
New York
– -$6.28M -126,813 Closed
Balyasny Asset Management
287
Balyasny Asset Management
Illinois
– -$2.45M -49,383 Closed
GCA
288
Genesee Capital Advisors
New York
– -$2.17M -43,853 Closed
SEC
289
Seven Eight Capital
New York
– -$2.13M -36,301 Closed
Two Sigma Advisers
290
Two Sigma Advisers
New York
– -$1.71M -34,600 Closed
CIBC Private Wealth Group
291
CIBC Private Wealth Group
Georgia
– -$1.14M -22,965 Closed
AI
292
Atom Investors
Texas
– -$1.01M -20,396 Closed
N
293
Natixis
France
– -$976K -19,700 Closed
Thrivent Financial for Lutherans
294
Thrivent Financial for Lutherans
Minnesota
– -$971K -19,606 Closed
NIPH
295
NN Investment Partners Holdings
Netherlands
– -$837K -16,900 Closed
WCM
296
Weld Capital Management
New York
– -$810K -16,354 Closed
Los Angeles Capital Management
297
Los Angeles Capital Management
California
– -$590K -11,916 Closed
YIH
298
Y-Intercept (HK)
Hong Kong
– -$563K -11,675 Closed
FC
299
FORA Capital
Florida
– -$517K -10,436 Closed
BGIM
300
Brandywine Global Investment Management
Pennsylvania
– -$508K -10,251 Closed
10 11
12
13 14

SFIX Hedge Fund Activity: Q2 2021 in Review

283 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Stitch Fix (SFIX) for Q2 2021, worth a combined $3.97B — up 36% from $2.91B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new SFIX positions and 45 closed out — a net gain of 13 holders — while 85 added to existing stakes and 88 trimmed.

The largest buyer was Slate Path Capital, adding an estimated $118M. The largest seller was Bank of New York Mellon, cutting an estimated $45.9M.

  • 283 institutional investors held Stitch Fix (SFIX) as of Q2 2021, up from 271 in Q1 2021.
  • Funds reported $3.97B of Stitch Fix stock for Q2 2021, up 36% quarter-over-quarter.
  • 58 funds opened new Stitch Fix positions in Q2 2021 and 45 closed out, a net change of +13 holders.
  • The largest Stitch Fix buyer in Q2 2021 was Slate Path Capital, an estimated $118M added.
  • The largest Stitch Fix seller in Q2 2021 was Bank of New York Mellon, an estimated $45.9M sold.

Based on aggregated 13F filings for Q2 2021.