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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
OC
326
Oakworth Capital
Alabama
$9K
KF
327
Krilogy Financial
Missouri
$7K -$4.17K -70 -40%
CBT
328
Central Bank & Trust
Kentucky
$7K
EWM
329
Edge Wealth Management
New York
$7K
FHA
330
First Horizon Advisors
Tennessee
$7K
JCM
331
Jacobi Capital Management
Pennsylvania
$7K
BGIM
332
Brandywine Global Investment Management
Pennsylvania
$7K +$5.96K +100 New
WA
333
WFG Advisors
Texas
$6K -$24.3K -407 -80%
BAM
334
Barrett Asset Management
New York
$6K
FNBT
335
FineMark National Bank & Trust
Florida
$6K
MCM
336
Manchester Capital Management
Vermont
$6K
PMFA
337
Plante Moran Financial Advisors
Michigan
$6K
WTB
338
Washington Trust Bank
Washington
$6K
WT
339
Whittier Trust
California
$5K
FAM
340
Fortaleza Asset Management
Illinois
$4K
CCMW
341
Cypress Capital Management (Wyoming)
Wyoming
$3.33K
Bessemer Group
342
Bessemer Group
New Jersey
$3K -$3.7K -62 -61%
QAM
343
QCI Asset Management
New York
$3K -$1.79K -30 -43%
AssetMark Inc
344
AssetMark Inc
California
$3K
LNB
345
Ledyard National Bank
$3K
QI
346
QS Investors
New York
$3K +$477 +8 +20%
WA
347
Winfield Associates
Ohio
$2K -$895 -15 -38%
First Manhattan
348
First Manhattan
New York
$2K
HCM
349
Highlander Capital Management
New Jersey
$2K
WA
350
WealthTrust-Arizona
Arizona
$2K

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.