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lululemon athletica

672 hedge funds and large institutions have $19.2B invested in lululemon athletica in 2019 Q2 according to their latest regulatory filings, with 116 funds opening new positions, 268 increasing their positions, 205 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 63

31% more repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 205

10% more capital invested

Capital invested by funds: $17.5B → $19.2B (+$1.75B)

8% more funds holding

Funds holding: 625672 (+47)

0.35% more ownership

Funds ownership: 86.6%86.95% (+0.35%)

14% less call options, than puts

Call options by funds: $428M | Put options by funds: $499M

37% less funds holding in top 10

Funds holding in top 10: 2717 (-10)

Holders
672
Holders Change
+47
Holders Change %
+7.52%
% of All Funds
14.6%
Holding in Top 10
17
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-37.04%
% of All Funds
0.37%
New
116
Increased
268
Reduced
205
Closed
63
Calls
$428M
Puts
$499M
Net Calls
-$70.2M
Net Calls Change
-$87.7M
Name Holding Trade Value Shares
Change
Change in
Stake
DIM
276
Delta Investment Management
California
$2.33M +$2.25M +12,947 New
AG
277
Algert Global
California
$2.32M +$1.26M +7,257 +129%
GF
278
Gabelli Funds
New York
$2.31M
ECM
279
ExodusPoint Capital Management
New York
$2.28M -$950K -5,470 -30%
LSA
280
L & S Advisors
California
$2.26M +$2.17M +12,520 New
PIC
281
PCJ Investment Counsel
Ontario, Canada
$2.25M
Rafferty Asset Management
282
Rafferty Asset Management
New York
$2.25M -$323K -1,862 -13%
PMAM
283
Picton Mahoney Asset Management
Ontario, Canada
$2.23M
JMPWA
284
JP Morgan Private Wealth Advisors
California
$2.22M +$359K +2,067 +20%
Creative Planning
285
Creative Planning
Kansas
$2.21M +$546K +3,143 +34%
SCM
286
Stormborn Capital Management
Connecticut
$2.21M -$2.21M -12,750 -51%
BBWA
287
Bell & Brown Wealth Advisors
California
$2.21M -$8.68K -50 -0.4%
GPCM
288
Granite Point Capital Management
Massachusetts
$2.2M -$2.74M -15,800 -56%
MCIM
289
Meadow Creek Investment Management
Georgia
$2.17M +$277K +1,596 +15%
LTFS
290
Ladenburg Thalmann Financial Services
Florida
$2.17M +$969K +5,579 +87%
Neuberger Berman Group
291
Neuberger Berman Group
New York
$2.13M -$456K -2,624 -18%
TD Asset Management
292
TD Asset Management
Ontario, Canada
$2.08M +$99.5K +573 +5%
ECM
293
Evergreen Capital Management
Washington
$2.07M -$32.1K -185 -2%
MIAN
294
Mariner Independent Advisor Network
Kansas
$2.07M -$62.7K -361 -3%
EGM
295
Engineers Gate Manager
New York
$2.06M +$1.12M +6,458 +130%
Comerica Bank
296
Comerica Bank
Texas
$2.05M -$28.5K -164 -1%
FHB
297
First Hawaiian Bank
Hawaii
$2.05M -$111K -639 -5%
DILIC
298
Dai-ichi Life Insurance Company
Japan
$2.04M +$19.5K +112 +1%
AL
299
AJO LP
Pennsylvania
$2.03M -$11.4M -65,847 -85%
M&T Bank
300
M&T Bank
New York
$2.02M -$226K -1,302 -10%

LULU Hedge Fund Activity: Q2 2019 in Review

672 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in lululemon athletica (LULU) for Q2 2019, worth a combined $19.2B — up 10% from $17.5B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new LULU positions and 63 closed out — a net gain of 53 holders — while 268 added to existing stakes and 205 trimmed.

The largest buyer was Jennison Associates, adding an estimated $435M. The largest seller was Advent International, cutting an estimated $434M.

  • 672 institutional investors held lululemon athletica (LULU) as of Q2 2019, up from 625 in Q1 2019.
  • Funds reported $19.2B of lululemon athletica stock for Q2 2019, up 10% quarter-over-quarter.
  • 116 funds opened new lululemon athletica positions in Q2 2019 and 63 closed out, a net change of +53 holders.
  • The largest lululemon athletica buyer in Q2 2019 was Jennison Associates, an estimated $435M added.
  • The largest lululemon athletica seller in Q2 2019 was Advent International, an estimated $434M sold.

Based on aggregated 13F filings for Q2 2019.