lululemon athletica
LULU
309 hedge funds and large institutions have $6.01B invested in lululemon athletica in 2014 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 108 increasing their positions, 83 reducing their positions, and 58 closing their positions.
30% more repeat investments, than reductions
Existing positions increased: 108 | Existing positions reduced: 83
19% more first-time investments, than exits
New positions opened: 69 | Existing positions closed: 58
2% more funds holding
Funds holding: 302 → 309 (+7)
13% less capital invested
Capital invested by funds: $6.9B → $6.01B (-$890M)
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
39% less call options, than puts
Call options by funds: $485M | Put options by funds: $797M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$209M |
| 2 |
MNA
Manning & Napier Advisors
Fairport,
New York
|
+$160M |
| 3 |
O
OppenheimerFunds
New York
|
+$88.6M |
| 4 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
+$38.7M |
| 5 |
Renaissance Technologies
New York
|
+$37.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCM
Marsico Capital Management
Denver,
Colorado
|
-$217M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$160M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$132M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$121M |
| 5 |
TCM
Tiger Consumer Management
New York
|
-$76.2M |
LULU Hedge Fund Activity: Q1 2014 in Review
309 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in lululemon athletica (LULU) for Q1 2014, worth a combined $6.01B — down 13% from $6.9B a quarter earlier.
Buyers outnumbered sellers: 69 funds opened new LULU positions and 58 closed out — a net gain of 11 holders — while 108 added to existing stakes and 83 trimmed.
The largest buyer was Capital Research Global Investors, adding an estimated $209M. The largest seller was Marsico Capital Management, exiting entirely with an estimated $217M sold.
- 309 institutional investors held lululemon athletica (LULU) as of Q1 2014, up from 302 in Q4 2013.
- Funds reported $6.01B of lululemon athletica stock for Q1 2014, down 13% quarter-over-quarter.
- 69 funds opened new lululemon athletica positions in Q1 2014 and 58 closed out, a net change of +11 holders.
- The largest lululemon athletica buyer in Q1 2014 was Capital Research Global Investors, an estimated $209M added.
- The largest lululemon athletica seller in Q1 2014 was Marsico Capital Management, an estimated $217M sold.
Based on aggregated 13F filings for Q1 2014.