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SFIX

Stitch Fix
SFIX

170 hedge funds and large institutions have $294M invested in Stitch Fix in 2023 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 52 increasing their positions, 35 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more call options, than puts

Call options by funds: $4.33M | Put options by funds: $2.46M

49% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 35

5% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 39

2% less funds holding

Funds holding: 173 → 170 (-3)

4.3% less ownership

Funds ownership: 90.67% → 86.37% (-4.3%)

28% less capital invested

Capital invested by funds: $408M → $294M (-$114M)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
170
Holders Change
-3
Holders Change %
-1.73%
% of All Funds
2.67%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
37
Increased
52
Reduced
35
Closed
39
Calls
$4.33M
Puts
$2.46M
Net Calls
+$1.87M
Net Calls Change
-$1.47M

Top Buyers

Rank Fund Capital Flow
1
DCM
Divisar Capital Management
California
+$9.66M
2
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$4.51M
3
BlackRock
BlackRock
New York
+$4.51M
4
Renaissance Technologies
Renaissance Technologies
New York
+$4.15M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$3.33M

Top Sellers

Rank Fund Capital Flow
1
MVP
Miller Value Partners
Florida
-$16.5M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$9.41M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$7.56M
4
Millennium Management
Millennium Management
New York
-$7.35M
5
NM
Newtyn Management
New York
-$4.91M
Name Holding Trade Value Shares
Change 		Change in
Stake
PNC Financial Services Group
126
PNC Financial Services Group
Pennsylvania
$8.25K -$7.49K -1,978 -48%
CLOS
127
Compagnie Lombard Odier SCmA
Switzerland
$7.7K – – –
SWA
128
SOA Wealth Advisors
New York
$6.79K – – –
LSA
129
Leonteq Securities AG
Switzerland
$5.78K – – –
AF
130
Allworth Financial
California
$4.94K +$3.79K +1,000 +353%
SWM
131
Spire Wealth Management
Virginia
$4.43K – – –
PA
132
PSI Advisors
Florida
$3.85K +$3.79K +1,000 New
CFO
133
CVA Family Office
Colorado
$3.49K – – –
HFS
134
Hantz Financial Services
Michigan
$3K -$189 -50 -7%
FDCDDQ
135
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.35K – – –
LC
136
Lindbrook Capital
California
$2.2K +$273 +72 +14%
HDIM
137
Hanson & Doremus Investment Management
Vermont
$2K – – –
AF
138
Advisornet Financial
Minnesota
$1.93K – – –
CFGS
139
Concourse Financial Group Securities
Alabama
$1.16K – – –
S
140
SignatureFD
Georgia
$1.03K +$848 +224 +509%
CA
141
Centerpoint Advisors
Massachusetts
$1K – – –
IGWM
142
ICA Group Wealth Management
Colorado
$1K +$379 +100 +63%
ATC
143
Adirondack Trust Company
New York
$996 – – –
IA
144
IFP Advisors
Florida
$970 +$95 +25 +11%
TC
145
Truvestments Capital
Florida
$866 – – –
Northwestern Mutual Wealth Management
146
Northwestern Mutual Wealth Management
Wisconsin
$809 +$57 +15 +8%
HCM
147
Hollencrest Capital Management
California
$770 – – –
GWM
148
Geneos Wealth Management
Colorado
$720 – – –
GWS
149
Glassman Wealth Services
Virginia
$539 -$129 -34 -20%
FP
150
Financial Perspectives
Minnesota
$385 – – –
4 5
6
7 8

SFIX Hedge Fund Activity: Q2 2023 in Review

170 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Stitch Fix (SFIX) for Q2 2023, worth a combined $294M — down 28% from $408M a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of SFIX and 37 opened new positions — a net loss of 2 holders — while 35 trimmed existing stakes and 52 added.

The largest buyer was Divisar Capital Management, adding an estimated $9.66M. The largest seller was Miller Value Partners, exiting entirely with an estimated $16.5M sold.

  • 170 institutional investors held Stitch Fix (SFIX) as of Q2 2023, down from 173 in Q1 2023.
  • Funds reported $294M of Stitch Fix stock for Q2 2023, down 28% quarter-over-quarter.
  • 37 funds opened new Stitch Fix positions in Q2 2023 and 39 closed out, a net change of -2 holders.
  • The largest Stitch Fix buyer in Q2 2023 was Divisar Capital Management, an estimated $9.66M added.
  • The largest Stitch Fix seller in Q2 2023 was Miller Value Partners, an estimated $16.5M sold.

Based on aggregated 13F filings for Q2 2023.