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SFIX

Stitch Fix
SFIX

173 hedge funds and large institutions have $408M invested in Stitch Fix in 2023 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 50 increasing their positions, 48 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

88% more call options, than puts

Call options by funds: $7.15M | Put options by funds: $3.81M

73% more capital invested

Capital invested by funds: $237M → $408M (+$172M)

1.37% more ownership

Funds ownership: 89.3% → 90.67% (+1.4%)

4% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 48

7% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 28

2% less funds holding

Funds holding: 176 → 173 (-3)

Holders
173
Holders Change
-3
Holders Change %
-1.7%
% of All Funds
2.76%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
26
Increased
50
Reduced
48
Closed
28
Calls
$7.15M
Puts
$3.81M
Net Calls
+$3.34M
Net Calls Change
-$2.29M

Top Buyers

1
PCR
Potrero Capital Research
California
+$11M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$8.41M
3
DGI
Disciplined Growth Investors
Minnesota
+$7.01M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$6.93M
5
Coatue Management
Coatue Management
New York
+$6.29M

Top Sellers

1
Federated Hermes
Federated Hermes
Pennsylvania
-$8.45M
2
Renaissance Technologies
Renaissance Technologies
New York
-$6.43M
3
Goldman Sachs
Goldman Sachs
New York
-$5.33M
4
MVP
Miller Value Partners
Florida
-$4.72M
5
Man Group
Man Group
United Kingdom
-$4.69M
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
101
CV Advisors
Florida
$99.6K – – –
LPL Financial
102
LPL Financial
California
$97.7K +$15.7K +3,357 +21%
Wells Fargo
103
Wells Fargo
California
$82.2K +$69.6K +14,856 +1,210%
TRCT
104
Tower Research Capital (TRC)
New York
$71K -$6.61K -1,411 -9%
AC
105
AXQ Capital
New Jersey
$66.4K +$60.9K +13,000 New
Allspring Global Investments
106
Allspring Global Investments
North Carolina
$62.6K +$17.8K +3,794 +45%
Fidelity Investments
107
Fidelity Investments
Massachusetts
$62.6K +$4.27K +912 +8%
PWM
108
Perigon Wealth Management
California
$62.1K +$290 +62 +0.5%
Ameriprise
109
Ameriprise
Minnesota
$58.7K -$6.83K -1,458 -11%
Zurich Cantonal Bank
110
Zurich Cantonal Bank
Switzerland
$58.4K – – –
BRWA
111
B. Riley Wealth Advisors
Florida
$52.4K – – –
American Century Companies
112
American Century Companies
Missouri
$52.3K +$51.2K +10,928 New
AB
113
Amalgamated Bank
New York
$50K -$7.68K -1,639 -14%
Public Employees Retirement Association of Colorado
114
Public Employees Retirement Association of Colorado
Colorado
$45K – – –
Royal Bank of Canada
115
Royal Bank of Canada
Ontario, Canada
$35K -$65.1K -13,901 -67%
AIP
116
Ameritas Investment Partners
Nebraska
$32.2K – – –
Nisa Investment Advisors
117
Nisa Investment Advisors
Missouri
$31K +$136 +29 +0.5%
WP
118
WealthPLAN Partners
Nebraska
$30.7K +$28.1K +6,000 New
MLICM
119
Metropolitan Life Insurance Company (MetLife)
New York
$23.4K -$2.39K -511 -10%
PNC Financial Services Group
120
PNC Financial Services Group
Pennsylvania
$21.1K +$7.02K +1,498 +57%
Ohio Public Employees Retirement System (OPERS)
121
Ohio Public Employees Retirement System (OPERS)
Ohio
$20K +$3.2K +683 +21%
Citigroup
122
Citigroup
New York
$15.2K -$2.5K -533 -15%
CLOS
123
Compagnie Lombard Odier SCmA
Switzerland
$10.2K – – –
SWA
124
SOA Wealth Advisors
New York
$9.02K – – –
CG
125
Cutler Group
California
$8K -$66.5K -14,196 -90%
3 4
5
6 7

SFIX Hedge Fund Activity: Q1 2023 in Review

173 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Stitch Fix (SFIX) for Q1 2023, worth a combined $408M — up 73% from $237M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of SFIX and 26 opened new positions — a net loss of 2 holders — while 48 trimmed existing stakes and 50 added.

The largest buyer was Potrero Capital Research, adding an estimated $11M. The largest seller was Federated Hermes, cutting an estimated $8.45M.

  • 173 institutional investors held Stitch Fix (SFIX) as of Q1 2023, down from 176 in Q4 2022.
  • Funds reported $408M of Stitch Fix stock for Q1 2023, up 73% quarter-over-quarter.
  • 26 funds opened new Stitch Fix positions in Q1 2023 and 28 closed out, a net change of -2 holders.
  • The largest Stitch Fix buyer in Q1 2023 was Potrero Capital Research, an estimated $11M added.
  • The largest Stitch Fix seller in Q1 2023 was Federated Hermes, an estimated $8.45M sold.

Based on aggregated 13F filings for Q1 2023.