lululemon athletica
LULU
412 hedge funds and large institutions have $10.2B invested in lululemon athletica in 2018 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 126 increasing their positions, 130 reducing their positions, and 54 closing their positions.
64% more funds holding in top 10
Funds holding in top 10: 11 → 18 (+7)
48% more first-time investments, than exits
New positions opened: 80 | Existing positions closed: 54
19% more capital invested
Capital invested by funds: $8.53B → $10.2B (+$1.63B)
5% more funds holding
Funds holding: 391 → 412 (+21)
4.35% more ownership
Funds ownership: 86.45% → 90.8% (+4.4%)
3% less repeat investments, than reductions
Existing positions increased: 126 | Existing positions reduced: 130
57% less call options, than puts
Call options by funds: $222M | Put options by funds: $513M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$154M |
| 2 |
Renaissance Technologies
New York
|
+$121M |
| 3 |
Two Sigma Investments
New York
|
+$93.9M |
| 4 |
Two Sigma Advisers
New York
|
+$92.3M |
| 5 |
Morgan Stanley
New York
|
+$71.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HMP
HS Management Partners
New York
|
-$164M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$87.5M |
| 3 |
HAM
HHR Asset Management
Berkeley Heights,
New Jersey
|
-$51.7M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$47.5M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
-$39.4M |
LULU Hedge Fund Activity: Q1 2018 in Review
412 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in lululemon athletica (LULU) for Q1 2018, worth a combined $10.2B — up 19% from $8.53B a quarter earlier.
Buyers outnumbered sellers: 80 funds opened new LULU positions and 54 closed out — a net gain of 26 holders — while 126 added to existing stakes and 130 trimmed.
The largest buyer was Deutsche Bank, adding an estimated $154M. The largest seller was HS Management Partners, exiting entirely with an estimated $164M sold.
- 412 institutional investors held lululemon athletica (LULU) as of Q1 2018, up from 391 in Q4 2017.
- Funds reported $10.2B of lululemon athletica stock for Q1 2018, up 19% quarter-over-quarter.
- 80 funds opened new lululemon athletica positions in Q1 2018 and 54 closed out, a net change of +26 holders.
- The largest lululemon athletica buyer in Q1 2018 was Deutsche Bank, an estimated $154M added.
- The largest lululemon athletica seller in Q1 2018 was HS Management Partners, an estimated $164M sold.
Based on aggregated 13F filings for Q1 2018.