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SFIX

Stitch Fix
SFIX

208 hedge funds and large institutions have $1.55B invested in Stitch Fix in 2020 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 56 increasing their positions, 66 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

17% more capital invested

Capital invested by funds: $1.33B → $1.55B (+$221M)

3.27% more ownership

Funds ownership: 93% → 96.26% (+3.3%)

0% more funds holding

Funds holding: 208 → 208 (0)

0% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 46

7% less call options, than puts

Call options by funds: $152M | Put options by funds: $163M

15% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 66

Holders
208
Holders Change
–
Holders Change %
0%
% of All Funds
4.2%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
46
Increased
56
Reduced
66
Closed
46
Calls
$152M
Puts
$163M
Net Calls
-$11M
Net Calls Change
-$10.1M

Top Buyers

Rank Fund Capital Flow
1
SPC
Slate Path Capital
New York
+$65.9M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$29M
3
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
+$17.3M
4
SOMRS
State of Michigan Retirement System
Michigan
+$15.4M
5
DK
Darrell & King
Virginia
+$14.7M

Top Sellers

Rank Fund Capital Flow
1
NPCM
North Peak Capital Management
New York
-$24.7M
2
Coatue Management
Coatue Management
New York
-$23.4M
3
Morgan Stanley
Morgan Stanley
New York
-$15.7M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$12.5M
5
Citadel Advisors
Citadel Advisors
Florida
-$12.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
CSPIA
176
Cary Street Partners Investment Advisory
Virginia
$8K +$7.7K +300 New
US Bancorp
177
US Bancorp
Minnesota
$7K -$3.9K -152 -38%
IA
178
IFP Advisors
Florida
$6K -$41.3K -1,610 -88%
SFS
179
Sowell Financial Services
Arkansas
$6K -$1.03K -40 -16%
BBL
180
Beck Bode LLC
Massachusetts
$6K +$5.52K +215 New
ATC
181
Adirondack Trust Company
New York
$5K – – –
CA
182
Centerpoint Advisors
Massachusetts
$5K – – –
HWM
183
Holloway Wealth Management
Florida
$5K – – –
Millennium Management
184
Millennium Management
New York
$4.1K +$1.58M +61,610 +69%
PFGIA
185
Patriot Financial Group Insurance Agency
Massachusetts
$4K – – –
SWM
186
Sugarloaf Wealth Management
Georgia
$4K – – –
Fidelity Investments
187
Fidelity Investments
Massachusetts
$3K -$7.29K -284 -74%
AA
188
Ancora Advisors
Ohio
$3K – – –
NL
189
NVWM LLC
Pennsylvania
$3K – – –
PCA
190
Providence Capital Advisors
North Carolina
$3K – – –
GRP
191
Global Retirement Partners
California
$3K +$2.57K +100 New
FP
192
Financial Perspectives
Minnesota
$2.71K – – –
GT
193
Glenmede Trust
Pennsylvania
$2K -$24.3K -946 -91%
PMFA
194
Plante Moran Financial Advisors
Michigan
$2K -$3.11K -121 -62%
CFGS
195
Concourse Financial Group Securities
Alabama
$2K -$2.57K -100 -55%
ETC
196
Exchange Traded Concepts
Oklahoma
$2K +$1.49K +58 New
NICM
197
Neo Ivy Capital Management
New York
$1K -$14.1K -548 -89%
MAM
198
Meeder Asset Management
Ohio
$1K -$103 -4 -15%
BFC
199
Bedel Financial Consulting
Indiana
$1K – – –
TFGT
200
TS Financial Group (TSFG)
Illinois
$1K – – –
6 7
8
9 10

SFIX Hedge Fund Activity: Q3 2020 in Review

208 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Stitch Fix (SFIX) for Q3 2020, worth a combined $1.55B — up 17% from $1.33B a quarter earlier.

Fund positioning in SFIX was balanced in Q3 2020: 46 funds opened new positions, 46 closed out, 56 added to existing stakes and 66 trimmed.

The largest buyer was Slate Path Capital, opening a new position worth an estimated $65.9M. The largest seller was North Peak Capital Management, exiting entirely with an estimated $24.7M sold.

  • 208 institutional investors held Stitch Fix (SFIX) as of Q3 2020, unchanged from Q2 2020.
  • Funds reported $1.55B of Stitch Fix stock for Q3 2020, up 17% quarter-over-quarter.
  • 46 funds opened new Stitch Fix positions in Q3 2020 and 46 closed out, a net change of 0 holders.
  • The largest Stitch Fix buyer in Q3 2020 was Slate Path Capital, an estimated $65.9M added.
  • The largest Stitch Fix seller in Q3 2020 was North Peak Capital Management, an estimated $24.7M sold.

Based on aggregated 13F filings for Q3 2020.