lululemon athletica
LULU
711 hedge funds and large institutions have $20.8B invested in lululemon athletica in 2020 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 267 increasing their positions, 254 reducing their positions, and 124 closing their positions.
3.24% more ownership
Funds ownership: 85.23% → 88.46% (+3.2%)
5% more repeat investments, than reductions
Existing positions increased: 267 | Existing positions reduced: 254
3% less funds holding
Funds holding: 736 → 711 (-25)
14% less first-time investments, than exits
New positions opened: 107 | Existing positions closed: 124
14% less capital invested
Capital invested by funds: $24.3B → $20.8B (-$3.49B)
29% less call options, than puts
Call options by funds: $485M | Put options by funds: $686M
42% less funds holding in top 10
Funds holding in top 10: 19 → 11 (-8)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WCM Investment Management
Laguna Beach,
California
|
+$758M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$401M |
| 3 |
Renaissance Technologies
New York
|
+$185M |
| 4 |
Janus Henderson Group
London,
United Kingdom
|
+$138M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
+$106M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$148M |
| 2 |
Jane Street
New York
|
-$140M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$125M |
| 4 |
Squarepoint
New York
|
-$98.3M |
| 5 |
D.E. Shaw & Co
New York
|
-$89M |
LULU Hedge Fund Activity: Q1 2020 in Review
711 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in lululemon athletica (LULU) for Q1 2020, worth a combined $20.8B — down 14% from $24.3B a quarter earlier.
Sellers outnumbered buyers: 124 funds closed out of LULU and 107 opened new positions — a net loss of 17 holders — while 254 trimmed existing stakes and 267 added.
The largest buyer was WCM Investment Management, adding an estimated $758M. The largest seller was JP Morgan Chase, cutting an estimated $148M.
- 711 institutional investors held lululemon athletica (LULU) as of Q1 2020, down from 736 in Q4 2019.
- Funds reported $20.8B of lululemon athletica stock for Q1 2020, down 14% quarter-over-quarter.
- 107 funds opened new lululemon athletica positions in Q1 2020 and 124 closed out, a net change of -17 holders.
- The largest lululemon athletica buyer in Q1 2020 was WCM Investment Management, an estimated $758M added.
- The largest lululemon athletica seller in Q1 2020 was JP Morgan Chase, an estimated $148M sold.
Based on aggregated 13F filings for Q1 2020.