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SFIX

Stitch Fix
SFIX

283 hedge funds and large institutions have $3.97B invested in Stitch Fix in 2021 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 85 increasing their positions, 88 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 2 → 8 (+6)

36% more capital invested

Capital invested by funds: $2.91B → $3.97B (+$1.06B)

29% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 45

10% more call options, than puts

Call options by funds: $117M | Put options by funds: $106M

5.48% more ownership

Funds ownership: 86.24% → 91.73% (+5.5%)

4% more funds holding

Funds holding: 271 → 283 (+12)

3% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 88

Holders
283
Holders Change
+12
Holders Change %
+4.43%
% of All Funds
4.93%
Holding in Top 10
8
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+300%
% of All Funds
0.14%
New
58
Increased
85
Reduced
88
Closed
45
Calls
$117M
Puts
$106M
Net Calls
+$10.8M
Net Calls Change
-$30.4M

Top Buyers

1
SPC
Slate Path Capital
New York
+$118M
2
SCM
Spyglass Capital Management
California
+$84.6M
3
JSP
Jackson Square Partners
California
+$71M
4
WCAU
Working Capital Advisors (UK)
United Kingdom
+$68.5M
5
Morgan Stanley
Morgan Stanley
New York
+$47.4M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$45.9M
2
Renaissance Technologies
Renaissance Technologies
New York
-$36.2M
3
PCM
Penserra Capital Management
California
-$19.3M
4
Voloridge Investment Management
Voloridge Investment Management
Florida
-$16.5M
5
CAM
Contour Asset Management
New York
-$14.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
Zurich Cantonal Bank
176
Zurich Cantonal Bank
Switzerland
$354K -$27.9K -545 -8%
PFO
177
Pathstone Family Office
New Jersey
$350K +$297K +5,805 New
State of Wisconsin Investment Board
178
State of Wisconsin Investment Board
Wisconsin
$344K – – –
WS
179
Wedbush Securities
California
$337K -$8.14K -159 -3%
OAM
180
Occidental Asset Management
California
$325K – – –
ESCM
181
Echo Street Capital Management
New York
$317K -$448K -8,753 -62%
Franklin Resources
182
Franklin Resources
California
$309K +$262K +5,119 New
Simplex Trading
183
Simplex Trading
Illinois
$306K -$2.06M -40,254 -89%
Amundi
184
Amundi
France
$302K +$256K +5,000 New
BBP
185
Banco BTG Pactual
Brazil
$301K +$255K +4,985 New
AIP
186
Ameritas Investment Partners
Nebraska
$279K -$8.96K -175 -4%
FM
187
Family Management
New York
$271K +$230K +4,494 New
PAMU
188
Pictet Asset Management (UK)
United Kingdom
$259K – – –
Prudential Financial
189
Prudential Financial
New Jersey
$258K -$2.05K -40 -0.9%
XT
190
XTX Topco
Cayman Islands
$257K +$218K +4,258 New
Creative Planning
191
Creative Planning
Kansas
$250K -$396K -7,743 -65%
Victory Capital Management
192
Victory Capital Management
Texas
$249K -$16.5K -322 -7%
Envestnet Asset Management
193
Envestnet Asset Management
Illinois
$246K -$142K -2,771 -40%
FHA
194
Flagship Harbor Advisors
Massachusetts
$246K +$209K +4,081 New
PMA
195
Prudent Man Advisors
Illinois
$244K – – –
SWK
196
Stephen W. Kidder
$241K +$205K +4,000 New
RJA
197
Raymond James & Associates
Florida
$235K -$744K -14,532 -79%
Truist Financial
198
Truist Financial
North Carolina
$233K -$37.5K -732 -16%
CIBC Asset Management
199
CIBC Asset Management
Ontario, Canada
$233K +$198K +3,869 New
NFG
200
Next Financial Group
Texas
$220K -$461 -9 -0.2%
6 7
8
9 10

SFIX Hedge Fund Activity: Q2 2021 in Review

283 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Stitch Fix (SFIX) for Q2 2021, worth a combined $3.97B — up 36% from $2.91B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new SFIX positions and 45 closed out — a net gain of 13 holders — while 85 added to existing stakes and 88 trimmed.

The largest buyer was Slate Path Capital, adding an estimated $118M. The largest seller was Bank of New York Mellon, cutting an estimated $45.9M.

  • 283 institutional investors held Stitch Fix (SFIX) as of Q2 2021, up from 271 in Q1 2021.
  • Funds reported $3.97B of Stitch Fix stock for Q2 2021, up 36% quarter-over-quarter.
  • 58 funds opened new Stitch Fix positions in Q2 2021 and 45 closed out, a net change of +13 holders.
  • The largest Stitch Fix buyer in Q2 2021 was Slate Path Capital, an estimated $118M added.
  • The largest Stitch Fix seller in Q2 2021 was Bank of New York Mellon, an estimated $45.9M sold.

Based on aggregated 13F filings for Q2 2021.