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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
CAM
376
CG Asset Management
New York
-$637K -8,620 Closed
FAM
377
Fred Alger Management
New York
-$613K -8,300 Closed
GI
378
GAMCO Investors
Connecticut
-$534K -7,234 Closed
BCM
379
BlueCrest Capital Management
Jersey
-$419K -5,673 Closed
FRM
380
Fox Run Management
Connecticut
-$414K -5,600 Closed
Commonwealth Equity Services
381
Commonwealth Equity Services
Massachusetts
-$292K -3,954 Closed
SC
382
Scotia Capital
Ontario, Canada
-$262K -3,541 Closed
BRWA
383
B. Riley Wealth Advisors
Florida
-$244K -3,300 Closed
FO
384
FT Options
Illinois
-$229K -3,100 Closed
PGIM
385
Pacific Global Investment Management
California
-$228K -3,090 Closed
LP
386
LGL Partners
Pennsylvania
-$218K -2,900 Closed
JMPWA
387
JP Morgan Private Wealth Advisors
California
-$202K -2,740 Closed
PAM
388
Panagora Asset Management
Massachusetts
-$155K -2,094 Closed
BBHC
389
Brown Brothers Harriman & Co
New York
-$106K -1,434 Closed
Northwestern Mutual Wealth Management
390
Northwestern Mutual Wealth Management
Wisconsin
-$96K -1,304 Closed
CCA
391
Checchi Capital Advisers
California
-$55K -744 Closed
RFA
392
Reilly Financial Advisors
California
-$22K -300 Closed
AIM
393
Arcadia Investment Management
Michigan
-$22K -294 Closed
WEC
394
Winslow Evans & Crocker
Massachusetts
-$14.4K -196 Closed
TDC
395
Thompson Davis & Co
Virginia
-$9K -125 Closed
HR
396
Howe & Rusling
New York
-$7K -100 Closed
AIM
397
Anchor Investment Management
South Carolina
-$2.58K -35 Closed
KTC
398
Kistler-Tiffany Companies
Pennsylvania
-$2K -24 Closed

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.