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SFIX

Stitch Fix

208 hedge funds and large institutions have $1.33B invested in Stitch Fix in 2020 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 68 increasing their positions, 51 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more capital invested

Capital invested by funds: $577M → $1.33B (+$752M)

111% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 27

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

33% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 51

17% more funds holding

Funds holding: 178208 (+30)

13.97% more ownership

Funds ownership: 79.03%93% (+14%)

1% less call options, than puts

Call options by funds: $92.4M | Put options by funds: $93.3M

Holders
208
Holders Change
+30
Holders Change %
+16.85%
% of All Funds
4.26%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
57
Increased
68
Reduced
51
Closed
27
Calls
$92.4M
Puts
$93.3M
Net Calls
-$953K
Net Calls Change
+$1.47M
Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
176
MassMutual Private Wealth & Trust
Connecticut
$14K
CFG
177
Citizens Financial Group
Rhode Island
$14K +$10.9K +553 New
CAN
178
Cetera Advisor Networks
California
$14K +$11K +555 New
RDWM
179
Red Door Wealth Management
Tennessee
$12K
AF
180
Allworth Financial
California
$11K -$691 -35 -7%
US Bancorp
181
US Bancorp
Minnesota
$10K +$5.88K +298 +298%
Fidelity Investments
182
Fidelity Investments
Massachusetts
$10K +$7.56K +383 New
S
183
SignatureFD
Georgia
$9K
SFS
184
Sowell Financial Services
Arkansas
$6K +$789 +40 +19%
CFGS
185
Concourse Financial Group Securities
Alabama
$5K -$1.97K -100 -35%
CA
186
Centerpoint Advisors
Massachusetts
$5K
PMFA
187
Plante Moran Financial Advisors
Michigan
$5K +$3.87K +196 New
PFGIA
188
Patriot Financial Group Insurance Agency
Massachusetts
$4K -$14.8K -750 -83%
ATC
189
Adirondack Trust Company
New York
$4K
HWM
190
Holloway Wealth Management
Florida
$4K
SWM
191
Sugarloaf Wealth Management
Georgia
$4K
CAPTRUST Financial Advisors
192
CAPTRUST Financial Advisors
North Carolina
$4K +$3.2K +162 New
OPS
193
Orion Portfolio Solutions
Nebraska
$3K
FP
194
Financial Perspectives
Minnesota
$2.49K
AA
195
Ancora Advisors
Ohio
$2K
EWP
196
Engrave Wealth Partners
Texas
$2K
NL
197
NVWM LLC
Pennsylvania
$2K
PCA
198
Providence Capital Advisors
North Carolina
$2K +$1.97K +100 New
BFC
199
Bedel Financial Consulting
Indiana
$1K
DI
200
Disciplined Investments
Oklahoma
$1K

SFIX Hedge Fund Activity: Q2 2020 in Review

208 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Stitch Fix (SFIX) for Q2 2020, worth a combined $1.33B — up 130% from $577M a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new SFIX positions and 27 closed out — a net gain of 30 holders — while 68 added to existing stakes and 51 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $30.2M. The largest seller was SCGE Management, exiting entirely with an estimated $10.9M sold.

  • 208 institutional investors held Stitch Fix (SFIX) as of Q2 2020, up from 178 in Q1 2020.
  • Funds reported $1.33B of Stitch Fix stock for Q2 2020, up 130% quarter-over-quarter.
  • 57 funds opened new Stitch Fix positions in Q2 2020 and 27 closed out, a net change of +30 holders.
  • The largest Stitch Fix buyer in Q2 2020 was Morgan Stanley, an estimated $30.2M added.
  • The largest Stitch Fix seller in Q2 2020 was SCGE Management, an estimated $10.9M sold.

Based on aggregated 13F filings for Q2 2020.