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SFIX

Stitch Fix

172 hedge funds and large institutions have $294M invested in Stitch Fix in 2023 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 52 increasing their positions, 43 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more call options, than puts

Call options by funds: $4.83M | Put options by funds: $1.91M

110% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 20

21% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 43

13% more funds holding

Funds holding: 152172 (+20)

13% more capital invested

Capital invested by funds: $260M → $294M (+$33.4M)

7.59% more ownership

Funds ownership: 80.9%88.49% (+7.6%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
172
Holders Change
+20
Holders Change %
+13.16%
% of All Funds
2.51%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
42
Increased
52
Reduced
43
Closed
20
Calls
$4.83M
Puts
$1.91M
Net Calls
+$2.92M
Net Calls Change
+$133K
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
101
LPL Financial
California
$59.6K -$6.08K -1,724 -9%
GFS
102
GYL Financial Synergies
Connecticut
$57.9K +$57.3K +16,231 New
ProShare Advisors
103
ProShare Advisors
Maryland
$50.6K +$10.8K +3,048 +27%
Creative Planning
104
Creative Planning
Kansas
$49.9K +$11.8K +3,349 +31%
Citigroup
105
Citigroup
New York
$49.2K +$44.9K +12,733 +1,229%
Mariner
106
Mariner
Kansas
$48.7K -$172K -48,671 -78%
OQS
107
Occudo Quantitative Strategies
Florida
$48.3K -$308K -87,224 -87%
CC
108
Cipher Capital
New York
$47.8K +$47.3K +13,399 New
1WM
109
1900 Wealth Management
Texas
$43.8K
PWPS
110
Pinnacle Wealth Planning Services
Ohio
$42.1K -$790 -224 -2%
PIM
111
Plato Investment Management
Australia
$41.6K +$41.1K +11,652 New
Victory Capital Management
112
Victory Capital Management
Texas
$41.6K +$41.1K +11,648 New
TRCT
113
Tower Research Capital (TRC)
New York
$38.9K +$26.9K +7,617 +232%
Empower Advisory Group
114
Empower Advisory Group
Colorado
$38.8K +$38.4K +10,876 New
Principal Financial Group
115
Principal Financial Group
Iowa
$38K -$1.5K -426 -4%
MAM
116
Martingale Asset Management
Massachusetts
$37.7K +$37.3K +10,563 New
Allspring Global Investments
117
Allspring Global Investments
North Carolina
$36.9K -$11.3K -3,203 -24%
GS
118
GTS Securities
New York
$36.7K +$36.3K +10,289 New
EC
119
EntryPoint Capital
New York
$35.9K +$35.5K +10,048 New
AB
120
Amalgamated Bank
New York
$34K -$2.94K -834 -8%
Public Employees Retirement Association of Colorado
121
Public Employees Retirement Association of Colorado
Colorado
$32K
Osaic Holdings
122
Osaic Holdings
Arizona
$32K -$50K -14,178 -61%
AIP
123
Ameritas Investment Partners
Nebraska
$29.3K
New York State Teachers Retirement System (NYSTRS)
124
New York State Teachers Retirement System (NYSTRS)
New York
$27K +$27K +7,659 New
Ohio Public Employees Retirement System (OPERS)
125
Ohio Public Employees Retirement System (OPERS)
Ohio
$19.1K -$61.3K -17,369 -76%

SFIX Hedge Fund Activity: Q4 2023 in Review

172 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Stitch Fix (SFIX) for Q4 2023, worth a combined $294M — up 13% from $260M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new SFIX positions and 20 closed out — a net gain of 22 holders — while 52 added to existing stakes and 43 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $16.4M. The largest seller was Millennium Management, cutting an estimated $6.25M.

  • 172 institutional investors held Stitch Fix (SFIX) as of Q4 2023, up from 152 in Q3 2023.
  • Funds reported $294M of Stitch Fix stock for Q4 2023, up 13% quarter-over-quarter.
  • 42 funds opened new Stitch Fix positions in Q4 2023 and 20 closed out, a net change of +22 holders.
  • The largest Stitch Fix buyer in Q4 2023 was Morgan Stanley, an estimated $16.4M added.
  • The largest Stitch Fix seller in Q4 2023 was Millennium Management, an estimated $6.25M sold.

Based on aggregated 13F filings for Q4 2023.