lululemon athletica
LULU
292 hedge funds and large institutions have $8.81B invested in lululemon athletica in 2013 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 101 increasing their positions, 88 reducing their positions, and 56 closing their positions.
19% more capital invested
Capital invested by funds: $7.42B → $8.81B (+$1.39B)
15% more repeat investments, than reductions
Existing positions increased: 101 | Existing positions reduced: 88
0% more call options, than puts
Call options by funds: $466M | Put options by funds: $464M
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
2% less first-time investments, than exits
New positions opened: 55 | Existing positions closed: 56
1% less funds holding
Funds holding: 296 → 292 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$606M |
| 2 |
MNA
Manning & Napier Advisors
Fairport,
New York
|
+$347M |
| 3 |
MCM
Marsico Capital Management
Denver,
Colorado
|
+$131M |
| 4 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$97.6M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$80.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jennison Associates
New York
|
-$220M |
| 2 |
CWAM
Columbia Wanger Asset Management
Chicago,
Illinois
|
-$137M |
| 3 |
Capital World Investors
Los Angeles,
California
|
-$119M |
| 4 |
SCM
Scout Capital Management
New York
|
-$95M |
| 5 |
TCM
Tiger Consumer Management
New York
|
-$86.9M |
LULU Hedge Fund Activity: Q3 2013 in Review
292 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in lululemon athletica (LULU) for Q3 2013, worth a combined $8.81B — up 19% from $7.42B a quarter earlier.
Sellers outnumbered buyers: 56 funds closed out of LULU and 55 opened new positions — a net loss of 1 holder — while 88 trimmed existing stakes and 101 added.
The largest buyer was Wellington Management Group, adding an estimated $606M. The largest seller was Jennison Associates, exiting entirely with an estimated $220M sold.
- 292 institutional investors held lululemon athletica (LULU) as of Q3 2013, down from 296 in Q2 2013.
- Funds reported $8.81B of lululemon athletica stock for Q3 2013, up 19% quarter-over-quarter.
- 55 funds opened new lululemon athletica positions in Q3 2013 and 56 closed out, a net change of -1 holder.
- The largest lululemon athletica buyer in Q3 2013 was Wellington Management Group, an estimated $606M added.
- The largest lululemon athletica seller in Q3 2013 was Jennison Associates, an estimated $220M sold.
Based on aggregated 13F filings for Q3 2013.