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lululemon athletica
LULU

546 hedge funds and large institutions have $12.7B invested in lululemon athletica in 2018 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 198 increasing their positions, 158 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 158

25% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 104

12% more call options, than puts

Call options by funds: $411M | Put options by funds: $367M

4% more funds holding

Funds holding: 523 → 546 (+23)

1.29% less ownership

Funds ownership: 86.94% → 85.65% (-1.3%)

26% less capital invested

Capital invested by funds: $17.3B → $12.7B (-$4.56B)

43% less funds holding in top 10

Funds holding in top 10: 23 → 13 (-10)

Holders
546
Holders Change
+23
Holders Change %
+4.4%
% of All Funds
12.17%
Holding in Top 10
13
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-43.48%
% of All Funds
0.29%
New
130
Increased
198
Reduced
158
Closed
104
Calls
$411M
Puts
$367M
Net Calls
+$43.9M
Net Calls Change
+$111M

Top Buyers

Rank Fund Capital Flow
1
Jennison Associates
Jennison Associates
New York
+$347M
2
Invesco
Invesco
Georgia
+$151M
3
JP Morgan Chase
JP Morgan Chase
New York
+$143M
4
Fidelity International
Fidelity International
Bermuda
+$140M
5
UBS AM
UBS AM
Illinois
+$75.4M

Top Sellers

Rank Fund Capital Flow
1
Two Sigma Advisers
Two Sigma Advisers
New York
-$216M
2
Deutsche Bank
Deutsche Bank
Germany
-$202M
3
BlackRock
BlackRock
New York
-$152M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$140M
5
Two Sigma Investments
Two Sigma Investments
New York
-$136M
Name Holding Trade Value Shares
Change 		Change in
Stake
BBWA
226
Bell & Brown Wealth Advisors
California
$1.65M +$23.5K +175 +1%
SO
227
STRS Ohio
Ohio
$1.65M +$1.43M +10,661 +372%
US Bancorp
228
US Bancorp
Minnesota
$1.64M +$80K +597 +5%
SRAM
229
Stone Ridge Asset Management
New York
$1.63M – – –
CA
230
Commerzbank Aktiengesellschaft
Germany
$1.63M +$79.6K +594 +5%
Daiwa Securities Group
231
Daiwa Securities Group
Japan
$1.61M -$232K -1,733 -12%
Rafferty Asset Management
232
Rafferty Asset Management
New York
$1.6M +$1.77M +13,200 New
PMAM
233
Picton Mahoney Asset Management
Ontario, Canada
$1.59M -$40.2K -300 -2%
WCM
234
Weld Capital Management
New York
$1.58M +$1.75M +13,032 New
AB
235
Amalgamated Bank
New York
$1.58M -$58.3K -435 -3%
Nordea Investment Management
236
Nordea Investment Management
Sweden
$1.55M +$1.14M +8,515 +201%
Comerica Bank
237
Comerica Bank
Texas
$1.54M -$35K -261 -2%
SB
238
Suntrust Banks
Georgia
$1.54M +$406K +3,032 +32%
ECM
239
Evergreen Capital Management
Washington
$1.53M +$310K +2,315 +23%
Mitsubishi UFJ Asset Management
240
Mitsubishi UFJ Asset Management
Japan
$1.51M -$168K -1,252 -9%
Walleye Trading
241
Walleye Trading
New York
$1.49M -$2.31M -17,250 -58%
Brown Advisory
242
Brown Advisory
Maryland
$1.42M -$722K -5,389 -32%
Parallax Volatility Advisers
243
Parallax Volatility Advisers
California
$1.42M +$261K +1,948 +20%
OSAM
244
O'Shaughnessy Asset Management
Connecticut
$1.37M +$872K +6,506 +138%
KBC Group
245
KBC Group
Belgium
$1.36M -$2.86M -21,309 -66%
DILIC
246
Dai-ichi Life Insurance Company
Japan
$1.36M – – –
DnB Asset Management
247
DnB Asset Management
Norway
$1.35M +$13.4K +100 +0.9%
EMG
248
Ellington Management Group
Connecticut
$1.34M -$871K -6,500 -37%
M&T Bank
249
M&T Bank
New York
$1.34M +$1.09M +8,156 +286%
SC
250
Scotia Capital
Ontario, Canada
$1.33M +$653K +4,871 +80%
8 9
10
11 12

LULU Hedge Fund Activity: Q4 2018 in Review

546 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in lululemon athletica (LULU) for Q4 2018, worth a combined $12.7B — down 26% from $17.3B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new LULU positions and 104 closed out — a net gain of 26 holders — while 198 added to existing stakes and 158 trimmed.

The largest buyer was Jennison Associates, opening a new position worth an estimated $347M. The largest seller was Two Sigma Advisers, cutting an estimated $216M.

  • 546 institutional investors held lululemon athletica (LULU) as of Q4 2018, up from 523 in Q3 2018.
  • Funds reported $12.7B of lululemon athletica stock for Q4 2018, down 26% quarter-over-quarter.
  • 130 funds opened new lululemon athletica positions in Q4 2018 and 104 closed out, a net change of +26 holders.
  • The largest lululemon athletica buyer in Q4 2018 was Jennison Associates, an estimated $347M added.
  • The largest lululemon athletica seller in Q4 2018 was Two Sigma Advisers, an estimated $216M sold.

Based on aggregated 13F filings for Q4 2018.