lululemon athletica
LULU
346 hedge funds and large institutions have $9.68B invested in lululemon athletica in 2016 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 109 increasing their positions, 124 reducing their positions, and 55 closing their positions.
43% more funds holding in top 10
Funds holding in top 10: 7 → 10 (+3)
11% more capital invested
Capital invested by funds: $8.7B → $9.68B (+$977M)
4% less funds holding
Funds holding: 359 → 346 (-13)
12% less repeat investments, than reductions
Existing positions increased: 109 | Existing positions reduced: 124
15% less call options, than puts
Call options by funds: $228M | Put options by funds: $268M
16% less first-time investments, than exits
New positions opened: 46 | Existing positions closed: 55
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jennison Associates
New York
|
+$366M |
| 2 |
LPC
Lone Pine Capital
Greenwich,
Connecticut
|
+$148M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$43.7M |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
+$35.8M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
+$23.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$86.4M |
| 2 |
MNA
Manning & Napier Advisors
Fairport,
New York
|
-$75.2M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
-$57.3M |
| 4 |
Morgan Stanley
New York
|
-$56.6M |
| 5 |
HMP
HS Management Partners
New York
|
-$39.7M |
LULU Hedge Fund Activity: Q2 2016 in Review
346 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in lululemon athletica (LULU) for Q2 2016, worth a combined $9.68B — up 11% from $8.7B a quarter earlier.
Sellers outnumbered buyers: 55 funds closed out of LULU and 46 opened new positions — a net loss of 9 holders — while 124 trimmed existing stakes and 109 added.
The largest buyer was Jennison Associates, adding an estimated $366M. The largest seller was Deutsche Bank, cutting an estimated $86.4M.
- 346 institutional investors held lululemon athletica (LULU) as of Q2 2016, down from 359 in Q1 2016.
- Funds reported $9.68B of lululemon athletica stock for Q2 2016, up 11% quarter-over-quarter.
- 46 funds opened new lululemon athletica positions in Q2 2016 and 55 closed out, a net change of -9 holders.
- The largest lululemon athletica buyer in Q2 2016 was Jennison Associates, an estimated $366M added.
- The largest lululemon athletica seller in Q2 2016 was Deutsche Bank, an estimated $86.4M sold.
Based on aggregated 13F filings for Q2 2016.