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lululemon athletica

346 hedge funds and large institutions have $9.68B invested in lululemon athletica in 2016 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 109 increasing their positions, 124 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

11% more capital invested

Capital invested by funds: $8.7B → $9.68B (+$977M)

4% less funds holding

Funds holding: 359346 (-13)

12% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 124

15% less call options, than puts

Call options by funds: $228M | Put options by funds: $268M

16% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 55

Holders
346
Holders Change
-13
Holders Change %
-3.62%
% of All Funds
9.23%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.27%
New
46
Increased
109
Reduced
124
Closed
55
Calls
$228M
Puts
$268M
Net Calls
-$40.2M
Net Calls Change
+$10.6M
Name Holding Trade Value Shares
Change
Change in
Stake
OSNBOA
301
Old Second National Bank of Aurora
Illinois
$27K
SAMC
302
Shinko Asset Management Company
Japan
$25K
RFA
303
Reilly Financial Advisors
California
$22K
AIM
304
Arcadia Investment Management
Michigan
$22K +$19.5K +294 New
PCP
305
Proficio Capital Partners
Massachusetts
$17K +$12.6K +190 +543%
HCM
306
Horrell Capital Management
Arkansas
$15K
PFSC
307
Peoples Financial Services Corp
Pennsylvania
$15K
PWM
308
Perigon Wealth Management
California
$15K
ST
309
Smithfield Trust
Pennsylvania
$15K
SF
310
Synovus Financial
Georgia
$15K
WEC
311
Winslow Evans & Crocker
Massachusetts
$14.4K -$3.32K -50 -20%
TCM
312
Tradewinds Capital Management
Washington
$14K
QCG
313
Quadrant Capital Group
Ohio
$14K +$199 +3 +1%
FNBT
314
FineMark National Bank & Trust
Florida
$14K +$5.64K +85 +85%
AF
315
Allworth Financial
California
$14K +$11.9K +180 +1,286%
KF
316
Krilogy Financial
Missouri
$13K -$59.7K -900 -84%
SWA
317
Sutton Wealth Advisors
Florida
$12.9K
WTC
318
WhitTier Trust Company
Nevada
$12K
FHA
319
First Horizon Advisors
Tennessee
$11K
VCM
320
Versant Capital Management
Arizona
$11K
PCM
321
Penserra Capital Management
California
$11K +$3.32K +50 +50%
OC
322
Oakworth Capital
Alabama
$10K
TDC
323
Thompson Davis & Co
Virginia
$9K +$8.29K +125 New
CBT
324
Central Bank & Trust
Kentucky
$8K
EWM
325
Edge Wealth Management
New York
$8K

LULU Hedge Fund Activity: Q2 2016 in Review

346 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in lululemon athletica (LULU) for Q2 2016, worth a combined $9.68B — up 11% from $8.7B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of LULU and 46 opened new positions — a net loss of 9 holders — while 124 trimmed existing stakes and 109 added.

The largest buyer was Jennison Associates, adding an estimated $366M. The largest seller was Deutsche Bank, cutting an estimated $86.4M.

  • 346 institutional investors held lululemon athletica (LULU) as of Q2 2016, down from 359 in Q1 2016.
  • Funds reported $9.68B of lululemon athletica stock for Q2 2016, up 11% quarter-over-quarter.
  • 46 funds opened new lululemon athletica positions in Q2 2016 and 55 closed out, a net change of -9 holders.
  • The largest lululemon athletica buyer in Q2 2016 was Jennison Associates, an estimated $366M added.
  • The largest lululemon athletica seller in Q2 2016 was Deutsche Bank, an estimated $86.4M sold.

Based on aggregated 13F filings for Q2 2016.