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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
IIC
301
Integrated Investment Consultants
Michigan
$29K
H
302
Hexavest
Quebec, Canada
$28K
LWCFA
303
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$25K -$3.69K -50 -11%
Fifth Third Bancorp
304
Fifth Third Bancorp
Ohio
$24K -$2.14K -29 -7%
AFA
305
Abacus FCF Advisors
Florida
$23K +$28.4K +384 New
OSNBOA
306
Old Second National Bank of Aurora
Illinois
$22K
SAMC
307
Shinko Asset Management Company
Japan
$20K
PCM
308
Penserra Capital Management
California
$16K +$8.49K +115 +76%
HIIFS
309
Harel Insurance Investments & Financial Services
Israel
$15K -$45.8K -620 -72%
WTC
310
WhitTier Trust Company
Nevada
$15K +$5.54K +75 +45%
Walleye Trading
311
Walleye Trading
New York
$14K +$17.1K +231 New
LAM
312
Lebenthal Asset Management
New York
$14K +$17.4K +235 New
HCM
313
Horrell Capital Management
Arkansas
$12K
PFSC
314
Peoples Financial Services Corp
Pennsylvania
$12K
PWM
315
Perigon Wealth Management
California
$12K
ST
316
Smithfield Trust
Pennsylvania
$12K
SF
317
Synovus Financial
Georgia
$12K
TCM
318
Tradewinds Capital Management
Washington
$12K
AF
319
Allworth Financial
California
$12K +$517 +7 +4%
WAM
320
Wealthspire Advisors (Maryland)
Maryland
$12K +$6.87K +93 +93%
IR
321
Invictus RG
Bermuda
$12K +$14.5K +196 New
KF
322
Krilogy Financial
Missouri
$11K
QCG
323
Quadrant Capital Group
Ohio
$11K
SWA
324
Sutton Wealth Advisors
Florida
$10.6K
OC
325
Oakworth Capital
Alabama
$10K

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.