Stitch Fix
SFIX
156 hedge funds and large institutions have $249M invested in Stitch Fix in 2024 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 47 increasing their positions, 39 reducing their positions, and 24 closing their positions.
23% more call options, than puts
Call options by funds: $1.53M | Put options by funds: $1.25M
21% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 39
17% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 24
1% more funds holding
Funds holding: 154 → 156 (+2)
1.32% less ownership
Funds ownership: 85.71% → 84.4% (-1.3%)
30% less capital invested
Capital invested by funds: $354M → $249M (-$105M)
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DGI
Disciplined Growth Investors
Minneapolis,
Minnesota
|
+$17.4M |
| 2 |
Renaissance Technologies
New York
|
+$4.82M |
| 3 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$3.95M |
| 4 |
HCM
Hodges Capital Management
Dallas,
Texas
|
+$3.36M |
| 5 |
Millennium Management
New York
|
+$2.62M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MRCP
Maple Rock Capital Partners
Toronto,
Ontario, Canada
|
-$14.1M |
| 2 |
PCR
Potrero Capital Research
San Francisco,
California
|
-$5.04M |
| 3 |
F1I
Fund 1 Investments
Rincon,
Puerto Rico
|
-$3.97M |
| 4 |
D.E. Shaw & Co
New York
|
-$2.34M |
| 5 |
Man Group
London,
United Kingdom
|
-$1.45M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RA
176
Rise Advisors
Rochester,
New York
| – | -$42 | -10 | Closed |
|
|
TWP
177
Triad Wealth Partners
Lawrence,
Kansas
| – | -$42 | -10 | Closed |
|
178
AssetMark Inc
Concord,
California
| – | -$37 | -9 | Closed |
|
SFIX Hedge Fund Activity: Q3 2024 in Review
156 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Stitch Fix (SFIX) for Q3 2024, worth a combined $249M — down 30% from $354M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new SFIX positions and 24 closed out — a net gain of 4 holders — while 47 added to existing stakes and 39 trimmed.
The largest buyer was Disciplined Growth Investors, adding an estimated $17.4M. The largest seller was Maple Rock Capital Partners, exiting entirely with an estimated $14.1M sold.
- 156 institutional investors held Stitch Fix (SFIX) as of Q3 2024, up from 154 in Q2 2024.
- Funds reported $249M of Stitch Fix stock for Q3 2024, down 30% quarter-over-quarter.
- 28 funds opened new Stitch Fix positions in Q3 2024 and 24 closed out, a net change of +4 holders.
- The largest Stitch Fix buyer in Q3 2024 was Disciplined Growth Investors, an estimated $17.4M added.
- The largest Stitch Fix seller in Q3 2024 was Maple Rock Capital Partners, an estimated $14.1M sold.
Based on aggregated 13F filings for Q3 2024.