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lululemon athletica

357 hedge funds and large institutions have $7.69B invested in lululemon athletica in 2016 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 118 increasing their positions, 123 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more funds holding in top 10

Funds holding in top 10: 311 (+8)

92.94% more ownership

Funds ownership: 0%92.94% (+93%)

13% more call options, than puts

Call options by funds: $330M | Put options by funds: $292M

7% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 56

1% more capital invested

Capital invested by funds: $7.62B → $7.69B (+$66.6M)

0% less funds holding

Funds holding: 358357 (-1)

4% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 123

Holders
357
Holders Change
-1
Holders Change %
-0.28%
% of All Funds
8.93%
Holding in Top 10
11
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+266.67%
% of All Funds
0.28%
New
60
Increased
118
Reduced
123
Closed
56
Calls
$330M
Puts
$292M
Net Calls
+$38.1M
Net Calls Change
+$92.1M
Name Holding Trade Value Shares
Change
Change in
Stake
P
251
Pitcairn
Pennsylvania
$293K -$9.66K -162 -3%
PCM
252
Penserra Capital Management
California
$292K +$253K +4,250 +1,598%
TAM
253
Tocqueville Asset Management
New York
$289K -$22.7K -380 -8%
Verition Fund Management
254
Verition Fund Management
Connecticut
$273K -$447K -7,497 -64%
CIBC Asset Management
255
CIBC Asset Management
Ontario, Canada
$243K -$6.32K -106 -3%
SSG
256
Summit Securities Group
New York
$238K -$696K -11,676 -76%
ID
257
Integral Derivatives
New York
$224K -$585K -9,816 -74%
DADC
258
D.A. Davidson & Co
Montana
$222K -$70.1K -1,175 -26%
PCM
259
Prelude Capital Management
New York
$221K +$203K +3,400 New
SC
260
Scotia Capital
Ontario, Canada
$217K +$199K +3,338 New
DekaBank Deutsche Girozentrale
261
DekaBank Deutsche Girozentrale
Germany
$214K
Nordea Investment Management
262
Nordea Investment Management
Sweden
$203K
PGIM
263
Pacific Global Investment Management
California
$201K +$184K +3,089 New
ClearBridge Investments
264
ClearBridge Investments
New York
$196K +$44.1K +740 +33%
AG
265
Advisor Group
Arizona
$178K +$61.1K +1,025 +60%
CG
266
Cutler Group
California
$177K -$842K -14,121 -84%
MSV
267
MN Services Vermogensbeheer
Netherlands
$173K
OMCS
268
Old Mutual Customised Solutions
South Africa
$162K +$53.7K +900 +56%
GT
269
Glenmede Trust
Pennsylvania
$159K +$64.1K +1,075 +78%
Canada Pension Plan Investment Board
270
Canada Pension Plan Investment Board
Ontario, Canada
$157K -$1.14M -19,086 -89%
AIG
271
American International Group
New York
$147K
FANJ
272
Financial Architects (New Jersey)
New Jersey
$130K +$47.7K +800 +67%
Envestnet Asset Management
273
Envestnet Asset Management
Illinois
$123K -$74.9K -1,255 -40%
AA
274
Apriem Advisors
California
$123K +$11.9K +200 +12%
SO
275
STRS Ohio
Ohio
$122K +$14.3K +239 +15%

LULU Hedge Fund Activity: Q4 2016 in Review

357 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in lululemon athletica (LULU) for Q4 2016, worth a combined $7.69B — up 0.87% from $7.62B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new LULU positions and 56 closed out — a net gain of 4 holders — while 118 added to existing stakes and 123 trimmed.

The largest buyer was Interval Partners, adding an estimated $62.8M. The largest seller was Jennison Associates, exiting entirely with an estimated $342M sold.

  • 357 institutional investors held lululemon athletica (LULU) as of Q4 2016, down from 358 in Q3 2016.
  • Funds reported $7.69B of lululemon athletica stock for Q4 2016, up 0.87% quarter-over-quarter.
  • 60 funds opened new lululemon athletica positions in Q4 2016 and 56 closed out, a net change of +4 holders.
  • The largest lululemon athletica buyer in Q4 2016 was Interval Partners, an estimated $62.8M added.
  • The largest lululemon athletica seller in Q4 2016 was Jennison Associates, an estimated $342M sold.

Based on aggregated 13F filings for Q4 2016.