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SFIX

Stitch Fix

178 hedge funds and large institutions have $577M invested in Stitch Fix in 2020 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 61 increasing their positions, 46 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 46

7% less call options, than puts

Call options by funds: $32.6M | Put options by funds: $35.1M

7.27% less ownership

Funds ownership: 86.3%79.03% (-7.3%)

15% less funds holding

Funds holding: 209178 (-31)

44% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 64

53% less capital invested

Capital invested by funds: $1.23B → $577M (-$654M)

80% less funds holding in top 10

Funds holding in top 10: 51 (-4)

Holders
178
Holders Change
-31
Holders Change %
-14.83%
% of All Funds
3.92%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.02%
New
36
Increased
61
Reduced
46
Closed
64
Calls
$32.6M
Puts
$35.1M
Net Calls
-$2.43M
Net Calls Change
+$48.5M
Name Holding Trade Value Shares
Change
Change in
Stake
DADC
101
D.A. Davidson & Co
Montana
$241K +$411K +18,948 New
MCM
102
Mengis Capital Management
Oregon
$235K
HSBC Holdings
103
HSBC Holdings
United Kingdom
$228K +$386K +17,771 New
MIM
104
MetLife Investment Management
New Jersey
$220K
JPLA
105
Joseph P. Lucia & Associates
New York
$217K +$117K +5,400 +46%
CCB
106
Cutter & Co Brokerage
Missouri
$211K -$5.64K -260 -2%
Citigroup
107
Citigroup
New York
$176K +$55.8K +2,570 +23%
Creative Planning
108
Creative Planning
Kansas
$166K +$25.6K +1,178 +10%
DCM
109
Dupont Capital Management
Delaware
$166K +$284K +13,076 New
ASRS
110
Arizona State Retirement System
Arizona
$156K +$267K +12,289 New
MLICM
111
Metropolitan Life Insurance Company (MetLife)
New York
$153K
CANY
112
Caxton Associates (New York)
New York
$148K +$253K +11,675 New
Cambridge Investment Research Advisors
113
Cambridge Investment Research Advisors
Iowa
$139K +$14.3K +660 +6%
RJFSA
114
Raymond James Financial Services Advisors
Florida
$138K +$50.4K +2,321 +27%
Victory Capital Management
115
Victory Capital Management
Texas
$124K +$104K +4,773 +97%
SG Americas Securities
116
SG Americas Securities
New York
$117K -$388K -17,888 -66%
Legal & General Group
117
Legal & General Group
United Kingdom
$114K -$18.7K -864 -9%
CG
118
Cutler Group
California
$67K +$13K +600 +13%
Zurich Cantonal Bank
119
Zurich Cantonal Bank
Switzerland
$60K +$42K +1,934 +70%
VFA
120
Valeo Financial Advisors
Indiana
$54K +$30.2K +1,393 +63%
Rockefeller Capital Management
121
Rockefeller Capital Management
New York
$51K +$65.1K +3,000 +286%
GGHC
122
Gilder Gagnon Howe & Co
New York
$48K -$14.8M -683,874 -99%
AIP
123
Ameritas Investment Partners
Nebraska
$47K
AF
124
Advisornet Financial
Minnesota
$44K -$21.7K -1,000 -22%
Canada Life
125
Canada Life
Manitoba, Canada
$43K

SFIX Hedge Fund Activity: Q1 2020 in Review

178 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Stitch Fix (SFIX) for Q1 2020, worth a combined $577M — down 53% from $1.23B a quarter earlier.

Sellers outnumbered buyers: 64 funds closed out of SFIX and 36 opened new positions — a net loss of 28 holders — while 46 trimmed existing stakes and 61 added.

The largest buyer was Disciplined Growth Investors, adding an estimated $48.1M. The largest seller was Steadfast Capital Management, exiting entirely with an estimated $58.2M sold.

  • 178 institutional investors held Stitch Fix (SFIX) as of Q1 2020, down from 209 in Q4 2019.
  • Funds reported $577M of Stitch Fix stock for Q1 2020, down 53% quarter-over-quarter.
  • 36 funds opened new Stitch Fix positions in Q1 2020 and 64 closed out, a net change of -28 holders.
  • The largest Stitch Fix buyer in Q1 2020 was Disciplined Growth Investors, an estimated $48.1M added.
  • The largest Stitch Fix seller in Q1 2020 was Steadfast Capital Management, an estimated $58.2M sold.

Based on aggregated 13F filings for Q1 2020.