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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
CIBC Asset Management
251
CIBC Asset Management
Ontario, Canada
$220K +$211K +4,189 New
CCC
252
Chelsea Counsel Company
California
$210K -$15.1K -300 -7%
BRWA
253
B. Riley Wealth Advisors
Florida
$205K -$26.8K -532 -12%
CIM
254
Calvert Investment Management
Maryland
$204K +$196K +3,895 New
BNP Paribas Financial Markets
255
BNP Paribas Financial Markets
France
$198K -$1.35M -26,708 -88%
TRCT
256
Tower Research Capital (TRC)
New York
$177K +$170K +3,370 New
PSC
257
Piper Sandler & Co
Minnesota
$176K +$169K +3,353 New
Canada Pension Plan Investment Board
258
Canada Pension Plan Investment Board
Ontario, Canada
$174K -$30.2K -600 -15%
DekaBank Deutsche Girozentrale
259
DekaBank Deutsche Girozentrale
Germany
$173K -$101 -2 -0.1%
Nordea Investment Management
260
Nordea Investment Management
Sweden
$148K
Teacher Retirement System of Texas
261
Teacher Retirement System of Texas
Texas
$145K -$168K -3,325 -55%
Daiwa Securities Group
262
Daiwa Securities Group
Japan
$142K -$358K -7,100 -72%
IA
263
IFP Advisors
Florida
$134K +$128K +2,549 New
AFP
264
Ausdal Financial Partners
Iowa
$131K +$126K +2,505 New
LIA
265
LS Investment Advisors
Michigan
$129K +$16.9K +335 +16%
Macquarie Group
266
Macquarie Group
Australia
$126K
SF
267
Synovus Financial
Georgia
$125K
SO
268
STRS Ohio
Ohio
$119K
Victory Capital Management
269
Victory Capital Management
Texas
$117K -$40.8K -809 -27%
MFS
270
MSI Financial Services
Massachusetts
$113K +$55.5K +1,101 +105%
MIC
271
MU Investments Company
Japan
$112K -$101K -2,000 -49%
WA
272
WFG Advisors
Texas
$79K -$128K -2,534 -63%
CF
273
CenterStar Fund
Illinois
$72K
MAM
274
Mizuho Asset Management
Japan
$71K +$17.2K +342 +34%
MA
275
MUFG Americas
New York
$70K -$66.7K -1,323 -50%

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.