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lululemon athletica

336 hedge funds and large institutions have $7.17B invested in lululemon athletica in 2015 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 118 increasing their positions, 114 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 114

2% more capital invested

Capital invested by funds: $7.02B → $7.17B (+$154M)

2% less call options, than puts

Call options by funds: $378M | Put options by funds: $385M

7% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 58

2% less funds holding

Funds holding: 344336 (-8)

33% less funds holding in top 10

Funds holding in top 10: 128 (-4)

Holders
336
Holders Change
-8
Holders Change %
-2.33%
% of All Funds
8.81%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.21%
New
54
Increased
118
Reduced
114
Closed
58
Calls
$378M
Puts
$385M
Net Calls
-$7.13M
Net Calls Change
-$81.4M
Name Holding Trade Value Shares
Change
Change in
Stake
ClearBridge Investments
301
ClearBridge Investments
New York
$13K
EWM
302
Edge Wealth Management
New York
$11K
TCM
303
Tradewinds Capital Management
Washington
$10K -$1.16K -23 -11%
HCM
304
Horrell Capital Management
Arkansas
$10K
PFSC
305
Peoples Financial Services Corp
Pennsylvania
$10K
ST
306
Smithfield Trust
Pennsylvania
$10K
QCG
307
Quadrant Capital Group
Ohio
$10K +$8.92K +177 +443%
VIA
308
Vantage Investment Advisors
Pennsylvania
$9K +$4.33K +86 +100%
OC
309
Oakworth Capital
Alabama
$8K
WTB
310
Washington Trust Bank
Washington
$7K
PCM
311
Penserra Capital Management
California
$7K +$6.45K +128 New
VCM
312
Versant Capital Management
Arizona
$7K +$7.56K +150 New
CBT
313
Central Bank & Trust
Kentucky
$6K
CSS
314
Cubist Systematic Strategies
Connecticut
$5K -$1.74M -34,579 -100%
Carson Wealth (CWM LLC)
315
Carson Wealth (CWM LLC)
Nebraska
$5K
FNBT
316
FineMark National Bank & Trust
Florida
$5K
GWM
317
Gupta Wealth Management
California
$5K
JFA
318
JNBA Financial Advisors
Minnesota
$5K
MCM
319
Manchester Capital Management
Vermont
$5K
PMFA
320
Plante Moran Financial Advisors
Michigan
$5K
CLM
321
ClearBridge LLC (Maryland)
Maryland
$5K +$5.04K +100 New
MWP
322
MYCIO Wealth Partners
Pennsylvania
$4K -$94.7K -1,880 -96%
CHP
323
Cable Hill Partners
Oregon
$4K
QAM
324
QCI Asset Management
New York
$4K
EFSCE
325
Enterprise Financial Services Corp (EFSC)
Missouri
$3K

LULU Hedge Fund Activity: Q4 2015 in Review

336 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in lululemon athletica (LULU) for Q4 2015, worth a combined $7.17B — up 2.2% from $7.02B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of LULU and 54 opened new positions — a net loss of 4 holders — while 114 trimmed existing stakes and 118 added.

The largest buyer was Lone Pine Capital, opening a new position worth an estimated $320M. The largest seller was Citadel Advisors, cutting an estimated $119M.

  • 336 institutional investors held lululemon athletica (LULU) as of Q4 2015, down from 344 in Q3 2015.
  • Funds reported $7.17B of lululemon athletica stock for Q4 2015, up 2.2% quarter-over-quarter.
  • 54 funds opened new lululemon athletica positions in Q4 2015 and 58 closed out, a net change of -4 holders.
  • The largest lululemon athletica buyer in Q4 2015 was Lone Pine Capital, an estimated $320M added.
  • The largest lululemon athletica seller in Q4 2015 was Citadel Advisors, an estimated $119M sold.

Based on aggregated 13F filings for Q4 2015.