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SFIX

Stitch Fix

271 hedge funds and large institutions have $2.91B invested in Stitch Fix in 2021 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 73 increasing their positions, 100 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more call options, than puts

Call options by funds: $157M | Put options by funds: $116M

26% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 54

4% more funds holding

Funds holding: 260271 (+11)

19.61% less ownership

Funds ownership: 105.85%86.24% (-20%)

26% less capital invested

Capital invested by funds: $3.91B → $2.91B (-$998M)

27% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 100

80% less funds holding in top 10

Funds holding in top 10: 102 (-8)

Holders
271
Holders Change
+11
Holders Change %
+4.23%
% of All Funds
4.76%
Holding in Top 10
2
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-80%
% of All Funds
0.04%
New
68
Increased
73
Reduced
100
Closed
54
Calls
$157M
Puts
$116M
Net Calls
+$41.2M
Net Calls Change
+$144M
Name Holding Trade Value Shares
Change
Change in
Stake
TC
201
Truvestments Capital
Florida
$133K +$36.5K +518 +24%
LSA
202
Leonteq Securities AG
Switzerland
$124K +$176K +2,500 New
IAIM
203
International Assets Investment Management
Florida
$122K +$95.1K +1,350 +144%
CAPTRUST Financial Advisors
204
CAPTRUST Financial Advisors
North Carolina
$120K -$149K -2,116 -47%
FP
205
Financial Perspectives
Minnesota
$100K +$342K +4,854 +4,854%
SPIA
206
Steward Partners Investment Advisory
New York
$95K +$135K +1,917 New
NIMI
207
Natixis Investment Managers International
France
$83K -$56.5K -802 -32%
NFSG
208
Newbridge Financial Services Group
Florida
$66K -$77.5K -1,100 -45%
HWA
209
HHM Wealth Advisors
Tennessee
$64K
FA
210
Financial Avengers
California
$54K -$42.2K -600 -35%
CBT
211
CoreFirst Bank & Trust
Kansas
$52K
PHK
212
Point72 Hong Kong
Hong Kong
$51K -$50.8K -721 -41%
BC
213
Burleson & Co
California
$50K +$70.4K +1,000 New
VFA
214
Valeo Financial Advisors
Indiana
$48K -$18.9K -268 -22%
GA
215
GoalVest Advisory
New York
$31K
Fidelity Investments
216
Fidelity Investments
Massachusetts
$30K +$3.31K +47 +8%
SWM
217
Spire Wealth Management
Virginia
$29K +$41.3K +587 New
Fifth Third Bancorp
218
Fifth Third Bancorp
Ohio
$27K
LTI
219
Laffer Tengler Investments
Tennessee
$26.3K +$37.3K +530 New
Rockefeller Capital Management
220
Rockefeller Capital Management
New York
$26K +$1.41K +20 +4%
MPWT
221
MassMutual Private Wealth & Trust
Connecticut
$19K
HNB
222
Huntington National Bank
Ohio
$16K
US Bancorp
223
US Bancorp
Minnesota
$16K +$12.5K +177 +122%
WAP
224
Wealthcare Advisory Partners
Pennsylvania
$14K +$20.4K +290 New
RE
225
RBC Europe
United Kingdom
$12.5K -$10.3K -147 -37%

SFIX Hedge Fund Activity: Q1 2021 in Review

271 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Stitch Fix (SFIX) for Q1 2021, worth a combined $2.91B — down 26% from $3.91B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new SFIX positions and 54 closed out — a net gain of 14 holders — while 73 added to existing stakes and 100 trimmed.

The largest buyer was Spyglass Capital Management, opening a new position worth an estimated $140M. The largest seller was Contour Asset Management, cutting an estimated $164M.

  • 271 institutional investors held Stitch Fix (SFIX) as of Q1 2021, up from 260 in Q4 2020.
  • Funds reported $2.91B of Stitch Fix stock for Q1 2021, down 26% quarter-over-quarter.
  • 68 funds opened new Stitch Fix positions in Q1 2021 and 54 closed out, a net change of +14 holders.
  • The largest Stitch Fix buyer in Q1 2021 was Spyglass Capital Management, an estimated $140M added.
  • The largest Stitch Fix seller in Q1 2021 was Contour Asset Management, an estimated $164M sold.

Based on aggregated 13F filings for Q1 2021.