We are live on ! Find out more
SFIX

Stitch Fix
SFIX

242 hedge funds and large institutions have $1.45B invested in Stitch Fix in 2021 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 105 increasing their positions, 42 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 42

38% more call options, than puts

Call options by funds: $69.8M | Put options by funds: $50.4M

1.65% more ownership

Funds ownership: 90.58% → 92.23% (+1.6%)

5% less funds holding

Funds holding: 255 → 242 (-13)

16% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 61

40% less funds holding in top 10

Funds holding in top 10: 5 → 3 (-2)

49% less capital invested

Capital invested by funds: $2.86B → $1.45B (-$1.41B)

Holders
242
Holders Change
-13
Holders Change %
-5.1%
% of All Funds
3.72%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
51
Increased
105
Reduced
42
Closed
61
Calls
$69.8M
Puts
$50.4M
Net Calls
+$19.4M
Net Calls Change
+$13.7M

Top Buyers

Rank Fund Capital Flow
1
WCAU
Working Capital Advisors (UK)
United Kingdom
+$57.9M
2
Two Sigma Investments
Two Sigma Investments
New York
+$40.1M
3
SPC
Slate Path Capital
New York
+$37.2M
4
JSP
Jackson Square Partners
California
+$34.2M
5
Renaissance Technologies
Renaissance Technologies
New York
+$33.8M

Top Sellers

Rank Fund Capital Flow
1
SCM
Spyglass Capital Management
California
-$163M
2
Morgan Stanley
Morgan Stanley
New York
-$70.8M
3
BAMCO Inc
BAMCO Inc
New York
-$59M
4
Marshall Wace
Marshall Wace
United Kingdom
-$38.6M
5
Coatue Management
Coatue Management
New York
-$35M
Name Holding Trade Value Shares
Change 		Change in
Stake
Swiss National Bank
51
Swiss National Bank
Switzerland
$2.84M +$198K +6,900 +5%
Bank of America
52
Bank of America
North Carolina
$2.75M +$1.63M +57,038 +65%
TI
53
Trexquant Investment
Connecticut
$2.68M +$4.05M +141,474 New
Dimensional Fund Advisors
54
Dimensional Fund Advisors
Texas
$2.63M +$900K +31,394 +29%
EVC
55
Eidelman Virant Capital
Missouri
$2.57M +$2.19M +76,322 +130%
LCM
56
Landscape Capital Management
New Jersey
$2.54M +$3.85M +134,212 New
SFA
57
Source Financial Advisors
New York
$2.48M +$1.26M +44,025 +51%
Wells Fargo
58
Wells Fargo
California
$2.38M +$1.38M +48,232 +62%
Chevy Chase Trust
59
Chevy Chase Trust
Maryland
$2.25M +$233K +8,129 +7%
Bank of Montreal
60
Bank of Montreal
Ontario, Canada
$1.95M -$1.94M -67,864 -41%
California State Teachers Retirement System (CalSTRS)
61
California State Teachers Retirement System (CalSTRS)
California
$1.93M +$493K +17,198 +20%
TAM
62
Trillium Asset Management
Massachusetts
$1.93M +$78.5K +2,740 +3%
EVM
63
Eaton Vance Management
Massachusetts
$1.92M – – –
BNP Paribas Financial Markets
64
BNP Paribas Financial Markets
France
$1.9M +$1.68M +58,625 +140%
MPEM
65
Marathon Partners Equity Management
New York
$1.89M -$20.9M -730,000 -88%
MA
66
Mudita Advisors
United Kingdom
$1.89M +$2.87M +100,000 New
Deutsche Bank
67
Deutsche Bank
Germany
$1.84M -$1.51M -52,728 -35%
SP
68
SWS Partners
Ohio
$1.83M +$1.18M +41,321 +75%
FWIA
69
Fort Washington Investment Advisors
Ohio
$1.83M +$430K +15,000 +18%
RhumbLine Advisers
70
RhumbLine Advisers
Massachusetts
$1.69M +$669K +23,345 +36%
JF
71
Jump Financial
Illinois
$1.65M +$2.5M +87,304 New
SFI
72
Susquehanna Fundamental Investments
Pennsylvania
$1.63M -$629K -21,937 -20%
Marshall Wace
73
Marshall Wace
United Kingdom
$1.61M -$38.6M -1,347,887 -94%
SEC
74
Seven Eight Capital
New York
$1.6M -$1.35M -47,051 -36%
DTL
75
Dynamic Technology Lab
Singapore
$1.59M +$2.41M +83,954 New
1 2
3
4 5

SFIX Hedge Fund Activity: Q4 2021 in Review

242 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Stitch Fix (SFIX) for Q4 2021, worth a combined $1.45B — down 49% from $2.86B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of SFIX and 51 opened new positions — a net loss of 10 holders — while 42 trimmed existing stakes and 105 added.

The largest buyer was Working Capital Advisors (UK), adding an estimated $57.9M. The largest seller was Spyglass Capital Management, exiting entirely with an estimated $163M sold.

  • 242 institutional investors held Stitch Fix (SFIX) as of Q4 2021, down from 255 in Q3 2021.
  • Funds reported $1.45B of Stitch Fix stock for Q4 2021, down 49% quarter-over-quarter.
  • 51 funds opened new Stitch Fix positions in Q4 2021 and 61 closed out, a net change of -10 holders.
  • The largest Stitch Fix buyer in Q4 2021 was Working Capital Advisors (UK), an estimated $57.9M added.
  • The largest Stitch Fix seller in Q4 2021 was Spyglass Capital Management, an estimated $163M sold.

Based on aggregated 13F filings for Q4 2021.