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SFIX

Stitch Fix

192 hedge funds and large institutions have $826M invested in Stitch Fix in 2019 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 77 increasing their positions, 41 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 41

5.22% more ownership

Funds ownership: 79.98%85.2% (+5.2%)

9% less funds holding

Funds holding: 211192 (-19)

19% less call options, than puts

Call options by funds: $119M | Put options by funds: $146M

32% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 60

35% less capital invested

Capital invested by funds: $1.28B → $826M (-$453M)

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
192
Holders Change
-19
Holders Change %
-9%
% of All Funds
4.21%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.04%
New
41
Increased
77
Reduced
41
Closed
60
Calls
$119M
Puts
$146M
Net Calls
-$27.4M
Net Calls Change
-$65M
Name Holding Trade Value Shares
Change
Change in
Stake
RCAG
151
Rehmann Capital Advisory Group
Michigan
$14.8K -$5.48K -236 -23%
CFD
152
Creative Financial Designs
Indiana
$14K +$10.4K +450 +129%
PCM
153
Prelude Capital Management
New York
$13K -$554K -23,837 -97%
GWM
154
Geneos Wealth Management
Colorado
$13K -$2.9K -125 -14%
US Bancorp
155
US Bancorp
Minnesota
$13K
GWMIA
156
Global Wealth Management Investment Advisory
Florida
$13K +$1.16K +50 +8%
SIAP
157
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$13K +$16.3K +700 New
Fifth Third Bancorp
158
Fifth Third Bancorp
Ohio
$11K
MPWT
159
MassMutual Private Wealth & Trust
Connecticut
$11K
WAP
160
Wealthcare Advisory Partners
Pennsylvania
$11K +$8.36K +360 +160%
CPA
161
Cowen Prime Advisors
New York
$10K
OIA
162
Optimum Investment Advisors
Illinois
$10K +$11.6K +500 New
BFEC
163
Benjamin F. Edwards & Company
Missouri
$9K
NFG
164
Next Financial Group
Texas
$9K
S
165
SignatureFD
Georgia
$8K +$1.16K +50 +14%
SWP
166
Strategic Wealth Partners
Ohio
$7.7K
SFS
167
Sowell Financial Services
Arkansas
$7K +$8.29K +357 New
PA
168
Parallel Advisors
California
$6K -$6.97K -300 -49%
AF
169
Allworth Financial
California
$6K
CCA
170
Catalyst Capital Advisors
New York
$6K +$1.49K +64 +26%
NSIM
171
North Star Investment Management
Illinois
$6K +$6.97K +300 New
SPIA
172
Steward Partners Investment Advisory
New York
$5K +$6.97K +300 New
ATC
173
Adirondack Trust Company
New York
$4K
CA
174
Centerpoint Advisors
Massachusetts
$4K
QCIG
175
Quad-Cities Investment Group
Iowa
$4K

SFIX Hedge Fund Activity: Q3 2019 in Review

192 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Stitch Fix (SFIX) for Q3 2019, worth a combined $826M — down 35% from $1.28B a quarter earlier.

Sellers outnumbered buyers: 60 funds closed out of SFIX and 41 opened new positions — a net loss of 19 holders — while 41 trimmed existing stakes and 77 added.

The largest buyer was Contour Asset Management, adding an estimated $22M. The largest seller was Park West Asset Management, exiting entirely with an estimated $30.4M sold.

  • 192 institutional investors held Stitch Fix (SFIX) as of Q3 2019, down from 211 in Q2 2019.
  • Funds reported $826M of Stitch Fix stock for Q3 2019, down 35% quarter-over-quarter.
  • 41 funds opened new Stitch Fix positions in Q3 2019 and 60 closed out, a net change of -19 holders.
  • The largest Stitch Fix buyer in Q3 2019 was Contour Asset Management, an estimated $22M added.
  • The largest Stitch Fix seller in Q3 2019 was Park West Asset Management, an estimated $30.4M sold.

Based on aggregated 13F filings for Q3 2019.