lululemon athletica
LULU
306 hedge funds and large institutions have $4.41B invested in lululemon athletica in 2014 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 130 increasing their positions, 69 reducing their positions, and 59 closing their positions.
88% more repeat investments, than reductions
Existing positions increased: 130 | Existing positions reduced: 69
1% less funds holding
Funds holding: 309 → 306 (-3)
3% less first-time investments, than exits
New positions opened: 57 | Existing positions closed: 59
4% less call options, than puts
Call options by funds: $440M | Put options by funds: $458M
27% less capital invested
Capital invested by funds: $6.01B → $4.41B (-$1.6B)
67% less funds holding in top 10
Funds holding in top 10: 6 → 2 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCMT
Highland Capital Management (Texas)
Dallas,
Texas
|
+$55.5M |
| 2 |
Two Sigma Investments
New York
|
+$47.2M |
| 3 |
O
OppenheimerFunds
New York
|
+$41.3M |
| 4 |
Norges Bank
Oslo,
Norway
|
+$36.3M |
| 5 |
H
Hexavest
Montreal,
Quebec, Canada
|
+$36M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$456M |
| 2 |
William Blair & Company
Chicago,
Illinois
|
-$76.6M |
| 3 |
TIM
Thornburg Investment Management
Santa Fe,
New Mexico
|
-$63M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$45.1M |
| 5 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$34.5M |
LULU Hedge Fund Activity: Q2 2014 in Review
306 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in lululemon athletica (LULU) for Q2 2014, worth a combined $4.41B — down 27% from $6.01B a quarter earlier.
Sellers outnumbered buyers: 59 funds closed out of LULU and 57 opened new positions — a net loss of 2 holders — while 69 trimmed existing stakes and 130 added.
The largest buyer was Highland Capital Management (Texas), opening a new position worth an estimated $55.5M. The largest seller was Wellington Management Group, exiting entirely with an estimated $456M sold.
- 306 institutional investors held lululemon athletica (LULU) as of Q2 2014, down from 309 in Q1 2014.
- Funds reported $4.41B of lululemon athletica stock for Q2 2014, down 27% quarter-over-quarter.
- 57 funds opened new lululemon athletica positions in Q2 2014 and 59 closed out, a net change of -2 holders.
- The largest lululemon athletica buyer in Q2 2014 was Highland Capital Management (Texas), an estimated $55.5M added.
- The largest lululemon athletica seller in Q2 2014 was Wellington Management Group, an estimated $456M sold.
Based on aggregated 13F filings for Q2 2014.