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lululemon athletica

358 hedge funds and large institutions have $7.62B invested in lululemon athletica in 2016 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 118 increasing their positions, 128 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 40

3% more funds holding

Funds holding: 346358 (+12)

8% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 128

21% less capital invested

Capital invested by funds: $9.68B → $7.62B (-$2.05B)

21% less call options, than puts

Call options by funds: $198M | Put options by funds: $252M

70% less funds holding in top 10

Funds holding in top 10: 103 (-7)

Holders
358
Holders Change
+12
Holders Change %
+3.47%
% of All Funds
9.55%
Holding in Top 10
3
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-70%
% of All Funds
0.08%
New
55
Increased
118
Reduced
128
Closed
40
Calls
$198M
Puts
$252M
Net Calls
-$54M
Net Calls Change
-$13.8M
Name Holding Trade Value Shares
Change
Change in
Stake
AIG
276
American International Group
New York
$138K -$159K -2,156 -49%
MWP
277
MYCIO Wealth Partners
Pennsylvania
$120K -$886 -12 -0.6%
MFS
278
MSI Financial Services
Massachusetts
$107K -$30.9K -418 -19%
AA
279
Apriem Advisors
California
$104K -$124K -1,675 -50%
AG
280
Advisor Group
Arizona
$104K +$222 +3 +0.2%
SO
281
STRS Ohio
Ohio
$100K -$56.6K -766 -32%
LTFS
282
Ladenburg Thalmann Financial Services
Florida
$100K +$40.9K +554 +51%
OMCS
283
Old Mutual Customised Solutions
South Africa
$98K
GXMC
284
Global X Management Company
New York
$95K +$15.6K +211 +16%
VanEck Associates
285
VanEck Associates
New York
$95K +$30.3K +411 +36%
LIA
286
LS Investment Advisors
Michigan
$94K -$74K -1,002 -39%
MAM
287
Mizuho Asset Management
Japan
$83K
GT
288
Glenmede Trust
Pennsylvania
$83K +$738 +10 +0.7%
FANJ
289
Financial Architects (New Jersey)
New Jersey
$73K +$88.6K +1,200 New
IA
290
IFP Advisors
Florida
$68K -$9.6K -130 -10%
RCM
291
Riverhead Capital Management
Delaware
$65K +$79K +1,070 New
NSIM
292
North Star Investment Management
Illinois
$64K
RFS
293
Rockefeller Financial Services
New York
$61K
Toronto Dominion Bank
294
Toronto Dominion Bank
Ontario, Canada
$58K +$25K +339 +56%
CBOA
295
Commonwealth Bank of Australia
Australia
$49K +$14.8K +200 +33%
VIA
296
Vantage Investment Advisors
Pennsylvania
$43K
ZB
297
Zions Bancorporation
Utah
$42K -$74 -1 -0.1%
NIPH
298
NN Investment Partners Holdings
Netherlands
$42K
WA
299
WFG Advisors
Texas
$31K -$14.8K -200 -28%
TCIM
300
TIAA CREF Investment Management
New York
$29K -$54.4M -737,384 -61%

LULU Hedge Fund Activity: Q3 2016 in Review

358 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in lululemon athletica (LULU) for Q3 2016, worth a combined $7.62B — down 21% from $9.68B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new LULU positions and 40 closed out — a net gain of 15 holders — while 118 added to existing stakes and 128 trimmed.

The largest buyer was Two Sigma Advisers, adding an estimated $52.4M. The largest seller was Lone Pine Capital, cutting an estimated $135M.

  • 358 institutional investors held lululemon athletica (LULU) as of Q3 2016, up from 346 in Q2 2016.
  • Funds reported $7.62B of lululemon athletica stock for Q3 2016, down 21% quarter-over-quarter.
  • 55 funds opened new lululemon athletica positions in Q3 2016 and 40 closed out, a net change of +15 holders.
  • The largest lululemon athletica buyer in Q3 2016 was Two Sigma Advisers, an estimated $52.4M added.
  • The largest lululemon athletica seller in Q3 2016 was Lone Pine Capital, an estimated $135M sold.

Based on aggregated 13F filings for Q3 2016.