We are live on ! Find out more
LULU icon

lululemon athletica

336 hedge funds and large institutions have $7.17B invested in lululemon athletica in 2015 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 118 increasing their positions, 114 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 114

2% more capital invested

Capital invested by funds: $7.02B → $7.17B (+$154M)

2% less call options, than puts

Call options by funds: $378M | Put options by funds: $385M

7% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 58

2% less funds holding

Funds holding: 344336 (-8)

33% less funds holding in top 10

Funds holding in top 10: 128 (-4)

Holders
336
Holders Change
-8
Holders Change %
-2.33%
% of All Funds
8.81%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.21%
New
54
Increased
118
Reduced
114
Closed
58
Calls
$378M
Puts
$385M
Net Calls
-$7.13M
Net Calls Change
-$81.4M
Name Holding Trade Value Shares
Change
Change in
Stake
KBC Group
226
KBC Group
Belgium
$422K
KIA
227
KCM Investment Advisors
California
$408K -$5.04K -100 -1%
SMDAM
228
Sumitomo Mitsui DS Asset Management
Japan
$407K
RIL
229
Rothschild Investment LLC
Illinois
$370K +$25.2K +500 +8%
CIBC World Market
230
CIBC World Market
Ontario, Canada
$367K -$128K -2,550 -27%
OAC
231
OMERS Administration Corp
Ontario, Canada
$367K -$30.2K -600 -8%
Commonwealth Equity Services
232
Commonwealth Equity Services
Massachusetts
$358K +$11.8K +234 +4%
CL
233
CSS LLC
Illinois
$357K
CLOS
234
Compagnie Lombard Odier SCmA
Switzerland
$351K +$236K +4,692 +235%
Cambridge Investment Research Advisors
235
Cambridge Investment Research Advisors
Iowa
$343K +$39.1K +776 +13%
SBIA
236
Sheaff Brock Investment Advisors
Indiana
$325K +$312K +6,200 New
OPERF
237
Oregon Public Employees Retirement Fund
Oregon
$310K -$403K -8,000 -58%
FWM
238
Frontier Wealth Management
Missouri
$308K -$33.6K -666 -10%
AIG
239
American International Group
New York
$305K -$59.1K -1,172 -17%
QSS
240
Quantitative Systematic Strategies
Florida
$304K -$649K -12,880 -69%
SAM
241
Shell Asset Management
Netherlands
$296K -$619K -12,279 -69%
Walleye Trading
242
Walleye Trading
New York
$282K +$271K +5,372 New
Toronto Dominion Bank
243
Toronto Dominion Bank
Ontario, Canada
$273K -$10.1K -200 -4%
TFA
244
Transamerica Financial Advisors
Florida
$272K +$261K +5,180 New
M&T Bank
245
M&T Bank
New York
$268K -$17.3K -344 -6%
PTC
246
Private Trust Company
Ohio
$262K +$252K +5,005 New
ICAS
247
Investors Capital Advisory Services
Massachusetts
$248K +$25.2K +500 +12%
TMAM
248
Tokio Marine Asset Management
Japan
$224K
SGCA
249
Steel Grove Capital Advisors
Tennessee
$223K +$214K +4,251 New
DADC
250
D.A. Davidson & Co
Montana
$222K -$20.2K -400 -9%

LULU Hedge Fund Activity: Q4 2015 in Review

336 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in lululemon athletica (LULU) for Q4 2015, worth a combined $7.17B — up 2.2% from $7.02B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of LULU and 54 opened new positions — a net loss of 4 holders — while 114 trimmed existing stakes and 118 added.

The largest buyer was Lone Pine Capital, opening a new position worth an estimated $320M. The largest seller was Citadel Advisors, cutting an estimated $119M.

  • 336 institutional investors held lululemon athletica (LULU) as of Q4 2015, down from 344 in Q3 2015.
  • Funds reported $7.17B of lululemon athletica stock for Q4 2015, up 2.2% quarter-over-quarter.
  • 54 funds opened new lululemon athletica positions in Q4 2015 and 58 closed out, a net change of -4 holders.
  • The largest lululemon athletica buyer in Q4 2015 was Lone Pine Capital, an estimated $320M added.
  • The largest lululemon athletica seller in Q4 2015 was Citadel Advisors, an estimated $119M sold.

Based on aggregated 13F filings for Q4 2015.