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SFIX

Stitch Fix
SFIX

63 hedge funds and large institutions have $239M invested in Stitch Fix in 2018 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 21 increasing their positions, 9 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 9

75% more call options, than puts

Call options by funds: $11.4M | Put options by funds: $6.48M

47% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 17

13% more funds holding

Funds holding: 56 → 63 (+7)

5% more capital invested

Capital invested by funds: $228M → $239M (+$11.1M)

27.79% less ownership

Funds ownership: 96% → 68.21% (-28%)

Holders
63
Holders Change
+7
Holders Change %
+12.5%
% of All Funds
1.44%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
25
Increased
21
Reduced
9
Closed
17
Calls
$11.4M
Puts
$6.48M
Net Calls
+$4.88M
Net Calls Change
+$3.87M

Top Buyers

1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$14.9M
2
LSCM
Light Street Capital Management
California
+$12.9M
3
CIM
Contrarius Investment Management
Jersey
+$7.39M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$5.71M
5
LCG
Luxor Capital Group
New York
+$5.18M

Top Sellers

1
HAM
Honeycomb Asset Management
New York
-$3.87M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$2.58M
3
Two Sigma Investments
Two Sigma Investments
New York
-$2.34M
4
GGHC
Gilder Gagnon Howe & Co
New York
-$2.17M
5
First Trust Advisors
First Trust Advisors
Illinois
-$2.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$1.38M +$1.39M +64,200 +1,745%
LIM
27
Lagoda Investment Management
New York
$1.14M +$1.22M +56,158 New
Fiera Capital (Canada)
28
Fiera Capital (Canada)
Quebec, Canada
$1.01M +$1.08M +50,000 New
UR
29
USCA RIA
Texas
$904K -$161K -7,450 -14%
ZCI
30
Zevenbergen Capital Investments
Washington
$835K +$9.74K +450 +1%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$742K +$792K +36,568 New
Goldman Sachs
32
Goldman Sachs
New York
$572K -$981K -45,328 -62%
Russell Investments Group
33
Russell Investments Group
United Kingdom
$533K +$570K +26,328 New
Citadel Advisors
34
Citadel Advisors
Florida
$489K +$222K +10,267 +74%
Stifel Financial
35
Stifel Financial
Missouri
$477K +$508K +23,447 New
SRA
36
Summit Rock Advisors
New York
$474K +$506K +23,371 New
Northern Trust
37
Northern Trust
Illinois
$389K +$415K +19,175 New
Simplex Trading
38
Simplex Trading
Illinois
$325K +$229K +10,581 +194%
Millennium Management
39
Millennium Management
New York
$296K +$316K +14,580 New
CG
40
Cutler Group
California
$283K -$67.6K -3,121 -18%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$232K +$31.1K +1,437 +14%
ECM
42
Element Capital Management
New York
$220K +$235K +10,870 New
Deutsche Bank
43
Deutsche Bank
Germany
$136K +$146K +6,723 New
Bank of America
44
Bank of America
North Carolina
$97K +$92.8K +4,284 +827%
Wells Fargo
45
Wells Fargo
California
$85K +$28.9K +1,333 +47%
UBS Group
46
UBS Group
Switzerland
$64K +$13.8K +636 +25%
Manulife (Manufacturers Life Insurance)
47
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$57K +$60.8K +2,808 New
Mitsubishi UFJ Asset Management
48
Mitsubishi UFJ Asset Management
Japan
$47K +$20.3K +939 +68%
LTFS
49
Ladenburg Thalmann Financial Services
Florida
$41K +$21.7K +1,000 +95%
GT
50
Glenmede Trust
Pennsylvania
$25K – – –
1
2
3 4

SFIX Hedge Fund Activity: Q1 2018 in Review

63 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Stitch Fix (SFIX) for Q1 2018, worth a combined $239M — up 4.9% from $228M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new SFIX positions and 17 closed out — a net gain of 8 holders — while 21 added to existing stakes and 9 trimmed.

The largest buyer was Baillie Gifford & Co, adding an estimated $14.9M. The largest seller was Honeycomb Asset Management, exiting entirely with an estimated $3.87M sold.

  • 63 institutional investors held Stitch Fix (SFIX) as of Q1 2018, up from 56 in Q4 2017.
  • Funds reported $239M of Stitch Fix stock for Q1 2018, up 4.9% quarter-over-quarter.
  • 25 funds opened new Stitch Fix positions in Q1 2018 and 17 closed out, a net change of +8 holders.
  • The largest Stitch Fix buyer in Q1 2018 was Baillie Gifford & Co, an estimated $14.9M added.
  • The largest Stitch Fix seller in Q1 2018 was Honeycomb Asset Management, an estimated $3.87M sold.

Based on aggregated 13F filings for Q1 2018.