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lululemon athletica

357 hedge funds and large institutions have $7.69B invested in lululemon athletica in 2016 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 118 increasing their positions, 123 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more funds holding in top 10

Funds holding in top 10: 311 (+8)

92.94% more ownership

Funds ownership: 0%92.94% (+93%)

13% more call options, than puts

Call options by funds: $330M | Put options by funds: $292M

7% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 56

1% more capital invested

Capital invested by funds: $7.62B → $7.69B (+$66.6M)

0% less funds holding

Funds holding: 358357 (-1)

4% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 123

Holders
357
Holders Change
-1
Holders Change %
-0.28%
% of All Funds
8.93%
Holding in Top 10
11
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+266.67%
% of All Funds
0.28%
New
60
Increased
118
Reduced
123
Closed
56
Calls
$330M
Puts
$292M
Net Calls
+$38.1M
Net Calls Change
+$92.1M
Name Holding Trade Value Shares
Change
Change in
Stake
IIC
301
Integrated Investment Consultants
Michigan
$32K
GIC
302
GFI Investment Counsel
Ontario, Canada
$32K +$29.8K +500 New
Group One Trading
303
Group One Trading
Illinois
$27K +$24.7K +414 New
Fifth Third Bancorp
304
Fifth Third Bancorp
Ohio
$25K +$239 +4 +1%
National Pension Service
305
National Pension Service
South Korea
$25K +$23.3K +391 New
OSNBOA
306
Old Second National Bank of Aurora
Illinois
$24K
LWCFA
307
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$23K -$2.98K -50 -12%
Carson Wealth (CWM LLC)
308
Carson Wealth (CWM LLC)
Nebraska
$23K +$14.3K +240 +209%
HIIFS
309
Harel Insurance Investments & Financial Services
Israel
$16K
PA
310
Parallel Advisors
California
$16K +$14.9K +250 New
PFSC
311
Peoples Financial Services Corp
Pennsylvania
$15K
HCM
312
Horrell Capital Management
Arkansas
$13K
PWM
313
Perigon Wealth Management
California
$13K
ST
314
Smithfield Trust
Pennsylvania
$13K
WAM
315
Wealthspire Advisors (Maryland)
Maryland
$13K
PCP
316
Proficio Capital Partners
Massachusetts
$13K +$7.63K +128 +197%
NFG
317
Next Financial Group
Texas
$13K +$9.54K +160 +400%
SPIA
318
Steward Partners Investment Advisory
New York
$13K +$12.2K +205 New
CIA
319
Cascade Investment Advisors
Oregon
$13K +$11.9K +200 New
TCM
320
Tradewinds Capital Management
Washington
$12K
SWA
321
Sutton Wealth Advisors
Florida
$11.3K
WTC
322
WhitTier Trust Company
Nevada
$11K -$4.47K -75 -31%
QCG
323
Quadrant Capital Group
Ohio
$11K -$1.61K -27 -13%
AIL
324
AGF Investments LLC
Ontario, Canada
$11K +$9.07K +152 New
VCM
325
Versant Capital Management
Arizona
$10K

LULU Hedge Fund Activity: Q4 2016 in Review

357 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in lululemon athletica (LULU) for Q4 2016, worth a combined $7.69B — up 0.87% from $7.62B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new LULU positions and 56 closed out — a net gain of 4 holders — while 118 added to existing stakes and 123 trimmed.

The largest buyer was Interval Partners, adding an estimated $62.8M. The largest seller was Jennison Associates, exiting entirely with an estimated $342M sold.

  • 357 institutional investors held lululemon athletica (LULU) as of Q4 2016, down from 358 in Q3 2016.
  • Funds reported $7.69B of lululemon athletica stock for Q4 2016, up 0.87% quarter-over-quarter.
  • 60 funds opened new lululemon athletica positions in Q4 2016 and 56 closed out, a net change of +4 holders.
  • The largest lululemon athletica buyer in Q4 2016 was Interval Partners, an estimated $62.8M added.
  • The largest lululemon athletica seller in Q4 2016 was Jennison Associates, an estimated $342M sold.

Based on aggregated 13F filings for Q4 2016.