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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
OAM
101
Oppenheimer Asset Management
New York
$2.02M +$899K +17,556 +111%
Arrowstreet Capital
102
Arrowstreet Capital
Massachusetts
$2M +$1.69M +33,100 New
E
103
Ergoteles
New York
$1.8M +$1.53M +29,936 New
ASN
104
Advisory Services Network
Georgia
$1.74M -$53.9K -1,052 -4%
PMAM
105
Picton Mahoney Asset Management
Ontario, Canada
$1.56M +$1.32M +25,813 New
TOCUITCONY
106
Trustees of Columbia University in the City of New York
New York
$1.55M +$1.31M +25,652 New
HLA
107
Hamilton Lane Advisors
Pennsylvania
$1.55M +$1.31M +25,653 New
JF
108
Jump Financial
Illinois
$1.53M -$1.03M -20,080 -44%
DTL
109
Dynamic Technology Lab
Singapore
$1.51M +$1.28M +25,096 New
DADC
110
D.A. Davidson & Co
Montana
$1.51M +$133K +2,605 +12%
JRP
111
Jasper Ridge Partners
California
$1.47M – – –
State Board of Administration of Florida Retirement System
112
State Board of Administration of Florida Retirement System
Florida
$1.45M +$65.3K +1,275 +6%
VOYA Investment Management
113
VOYA Investment Management
Georgia
$1.41M -$122K -2,390 -9%
IMC Chicago
114
IMC Chicago
Illinois
$1.31M -$345K -6,746 -24%
MIM
115
MetLife Investment Management
New Jersey
$1.25M -$96.1K -1,877 -8%
OMC
116
Oasis Management Company
Cayman Islands
$1.21M +$1.02M +20,000 New
WG
117
Winton Group
United Kingdom
$1.18M -$122K -2,385 -11%
PL
118
Polianta Ltd
Jersey
$1.17M +$993K +19,400 New
SFI
119
Susquehanna Fundamental Investments
Pennsylvania
$1.16M +$984K +19,213 New
SPC
120
Sigma Planning Corp
Michigan
$1.12M -$636K -12,423 -40%
Mitsubishi UFJ Asset Management
121
Mitsubishi UFJ Asset Management
Japan
$1.05M – – –
PP
122
Paloma Partners
Connecticut
$1.05M +$560K +10,929 +167%
AQR Capital Management
123
AQR Capital Management
Connecticut
$1.05M -$756K -14,758 -46%
Commonwealth Equity Services
124
Commonwealth Equity Services
Massachusetts
$1.03M -$172K -3,368 -16%
PNC Financial Services Group
125
PNC Financial Services Group
Pennsylvania
$1.01M +$318K +6,220 +59%
3 4
5
6 7

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.