lululemon athletica
LULU
330 hedge funds and large institutions have $6.55B invested in lululemon athletica in 2017 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 113 increasing their positions, 98 reducing their positions, and 71 closing their positions.
43% more funds holding in top 10
Funds holding in top 10: 7 → 10 (+3)
25% more call options, than puts
Call options by funds: $464M | Put options by funds: $371M
15% more repeat investments, than reductions
Existing positions increased: 113 | Existing positions reduced: 98
15% more capital invested
Capital invested by funds: $5.68B → $6.55B (+$868M)
0.32% more ownership
Funds ownership: 86.28% → 86.61% (+0.32%)
6% less first-time investments, than exits
New positions opened: 67 | Existing positions closed: 71
2% less funds holding
Funds holding: 336 → 330 (-6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
+$135M |
| 2 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
+$111M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$101M |
| 4 |
Lazard Asset Management
New York
|
+$82.4M |
| 5 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
+$43.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$491M |
| 2 |
Capital International Investors
Los Angeles,
California
|
-$81.4M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$48.8M |
| 4 |
Renaissance Technologies
New York
|
-$39.2M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
-$28.5M |
LULU Hedge Fund Activity: Q2 2017 in Review
330 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in lululemon athletica (LULU) for Q2 2017, worth a combined $6.55B — up 15% from $5.68B a quarter earlier.
Sellers outnumbered buyers: 71 funds closed out of LULU and 67 opened new positions — a net loss of 4 holders — while 98 trimmed existing stakes and 113 added.
The largest buyer was Janus Henderson Group, adding an estimated $135M. The largest seller was Capital Research Global Investors, cutting an estimated $491M.
- 330 institutional investors held lululemon athletica (LULU) as of Q2 2017, down from 336 in Q1 2017.
- Funds reported $6.55B of lululemon athletica stock for Q2 2017, up 15% quarter-over-quarter.
- 67 funds opened new lululemon athletica positions in Q2 2017 and 71 closed out, a net change of -4 holders.
- The largest lululemon athletica buyer in Q2 2017 was Janus Henderson Group, an estimated $135M added.
- The largest lululemon athletica seller in Q2 2017 was Capital Research Global Investors, an estimated $491M sold.
Based on aggregated 13F filings for Q2 2017.