The cluster is small in absolute dollar terms ($1.7M net) but directionally consistent with the post-earnings bullish thesis. Monitor next quarter's 13F for continuation — if these buyers add further, it would confirm conviction. The 45-day reporting lag means positions may have been adjusted since quarter-end.
Executive Summary
Four institutional asset managers accumulated $1.7M in net new LEVI positions during Q3 2026, with the largest buyer (Amf Tjanstepension Ab) adding $1.3M. The cluster follows a strong Q3 earnings beat (adjusted EPS +41% YoY, 27% above consensus) and raised full-year guidance, suggesting the buying was driven by improved profitability and margin expansion.
Key Financial Metrics
Institutional Positions
Net institutional flow: $1.7M
▲ Buyers (4)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Amf Tjanstepension Ab | ADD | +52.4% | $7.5M | $1.3M |
| Farther Finance Advisors | DOUBLED | +139.7% | $461.0K | $219.0K |
| Wealth Enhancement Advisory Services | ADD | +42.2% | $802.0K | $82.0K |
| Nisa Investment Advisors | DOUBLED | +479.9% | $80.0K | $62.0K |
Key Facts
- 4 institutional buyers, 0 sellers in Q3 2026
- Net buying of $1.7M across all positions
- Largest buyer: Amf Tjanstepension Ab added $1.3M (+52.4% shares)
- Farther Finance Advisors doubled its position (+139.7% shares)
- Nisa Investment Advisors nearly 5x'd its position (+479.9% shares)
- Cluster follows Q3 2026 earnings beat (EPS $0.48 vs $0.38 consensus) and raised guidance
Financial Impact
4 institutions accumulated $1.7M in net new LEVI positions during Q3 2026; total buying value $8.8M
Risk Factors
- 13F data is 45+ days stale; positions may have been unwound
- All buyers are asset managers (not activist or event-driven funds), suggesting a passive or gradual accumulation thesis
- Net buying of $1.7M is modest relative to LEVI's ~$5B market cap
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-LEVI-2026-Q3 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 22, 2026 4d ago | Institutional Cluster | $21.13 | awaiting T+5 | — | — |
Oct 15, 2026 11d ago | SC 13G/A | $20.65 $21.36 | ▲ +3.44% | ▲ +4.45% | — |
Oct 7, 2026 19d ago | 8-K | $19.05 $20.65 | ▲ +8.40% | ▲ +8.68% | — |
Oct 2, 2026 25d ago | Court Ruling | $20.11 $19.09 | ▼ −5.08% | ▼ −5.50% | — |
Sep 30, 2026 26d ago | 8-K | $19.92 $19.05 | ▼ −4.37% | ▼ −5.67% | — |
Sep 25, 2026 4w ago | Court Ruling | $19.81 $20.27 | ▲ +2.32% | ▲ +1.12% | — |
Sep 21, 2026 5w ago | Court Ruling | $20.06 $19.75 | ▼ −1.55% | ▼ −0.36% | — |
Sep 17, 2026 5w ago | Court Ruling | $19.82 $19.73 | ▼ −0.45% | ▼ −1.72% | — |
Aug 27, 2026 8w ago | Court Ruling | $21.29 $21.06 | ▼ −1.08% | ▼ −1.19% | — |
Aug 7, 2026 11w ago | 8-K | $24.41 $22.55 | ▼ −7.62% | ▼ −8.02% | — |
US Market Status
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