We are live on ! Find out more
LULU icon

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
Carson Wealth (CWM LLC)
326
Carson Wealth (CWM LLC)
Nebraska
$7K
MCM
327
Manchester Capital Management
Vermont
$7K
PMFA
328
Plante Moran Financial Advisors
Michigan
$7K
WAM
329
Wealthspire Advisors (Maryland)
Maryland
$7K
BAM
330
Barrett Asset Management
New York
$7K +$995 +15 +18%
HR
331
Howe & Rusling
New York
$7K +$6.63K +100 New
JCM
332
Jacobi Capital Management
Pennsylvania
$7K +$6.63K +100 New
WT
333
Whittier Trust
California
$6K -$13.3K -200 -71%
WTB
334
Washington Trust Bank
Washington
$6K
QAM
335
QCI Asset Management
New York
$5K
AssetMark Inc
336
AssetMark Inc
California
$4K -$1.86K -28 -37%
FAM
337
Fortaleza Asset Management
Illinois
$4K
CCMW
338
Cypress Capital Management (Wyoming)
Wyoming
$3.69K +$3.32K +50 New
First Manhattan
339
First Manhattan
New York
$3K -$25.5K -385 -90%
LNB
340
Ledyard National Bank
$3K
WA
341
Winfield Associates
Ohio
$3K
QI
342
QS Investors
New York
$3K +$862 +13 +48%
CA
343
Commerzbank Aktiengesellschaft
Germany
$2.62K +$60.6K +914 +3%
AIM
344
Anchor Investment Management
South Carolina
$2.58K
HCM
345
Highlander Capital Management
New Jersey
$2K
KTC
346
Kistler-Tiffany Companies
Pennsylvania
$2K +$1.59K +24 New
WA
347
WealthTrust-Arizona
Arizona
$2K +$1.99K +30 New
DKCM
348
Davidson Kempner Capital Management
New York
-$27.1M -399,800 Closed
D.E. Shaw & Co
349
D.E. Shaw & Co
New York
-$17.5M -264,580 Closed
FHAM
350
Folger Hill Asset Management
New York
-$8.96M -132,300 Closed

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.