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lululemon athletica
LULU

302 hedge funds and large institutions have $6.9B invested in lululemon athletica in 2013 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 112 increasing their positions, 95 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 46

18% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 95

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

3% more funds holding

Funds holding: 292 → 302 (+10)

14% less call options, than puts

Call options by funds: $432M | Put options by funds: $505M

22% less capital invested

Capital invested by funds: $8.81B → $6.9B (-$1.91B)

Holders
302
Holders Change
+10
Holders Change %
+3.42%
% of All Funds
8.77%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.2%
New
61
Increased
112
Reduced
95
Closed
46
Calls
$432M
Puts
$505M
Net Calls
-$73.1M
Net Calls Change
-$74.5M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$251M
2
JP Morgan Chase
JP Morgan Chase
New York
+$176M
3
TCM
Tiger Consumer Management
New York
+$88.6M
4
HMP
HS Management Partners
New York
+$80.8M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$53.5M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$578M
2
Winslow Capital Management
Winslow Capital Management
Minnesota
-$227M
3
MCM
Marsico Capital Management
Colorado
-$115M
4
UBS AM
UBS AM
Illinois
-$81.6M
5
Neuberger Berman Group
Neuberger Berman Group
New York
-$74.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
ZCI
26
Zevenbergen Capital Investments
Washington
$42M -$5.96M -86,830 -11%
Artisan Partners
27
Artisan Partners
Wisconsin
$39.1M -$61.7M -898,450 -58%
AC
28
Apex Capital
California
$38.4M +$24.7M +360,000 +124%
STC
29
SEI Trust Company
Pennsylvania
$36.6M -$11M -160,330 -21%
BG
30
BlackRock Group
United Kingdom
$35.4M +$831K +12,105 +2%
Northern Trust
31
Northern Trust
Illinois
$35M +$2.43M +35,467 +6%
MAA
32
Managed Account Advisors
New Jersey
$33.6M -$56.1M -817,889 -59%
RFC
33
Russell Frank Company
Washington
$33.6M +$14.5M +210,572 +41%
WRF
34
Waddell & Reed Financial
Kansas
$31.5M +$3.03M +44,100 +9%
Morgan Stanley
35
Morgan Stanley
New York
$31.5M +$20M +290,923 +120%
CGT
36
Capital Guardian Trust
California
$31M -$158K -2,300 -0.4%
Geode Capital Management
37
Geode Capital Management
Massachusetts
$28.3M +$3.51M +51,078 +12%
Legal & General Group
38
Legal & General Group
United Kingdom
$25.9M +$223K +3,243 +0.7%
UOC
39
UBS O'Connor
Illinois
$21.9M +$25.4M +370,196 New
U
40
UBS
Switzerland
$21.8M +$7.16M +104,235 +39%
SAM
41
Scopus Asset Management
New York
$21.6M -$12.6M -183,500 -33%
Robeco Institutional Asset Management
42
Robeco Institutional Asset Management
Netherlands
$20.1M +$2.75M +40,000 +13%
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$19.9M +$4.61M +67,178 +25%
Deutsche Bank
44
Deutsche Bank
Germany
$19.2M +$2.04M +29,676 +10%
MSA
45
Mason Street Advisors
Wisconsin
$19.1M +$4.89M +71,263 +28%
Goldman Sachs
46
Goldman Sachs
New York
$19.1M -$1.95M -28,389 -8%
ACP
47
Ashfield Capital Partners
California
$17.3M -$1.69M -24,579 -8%
Two Sigma Investments
48
Two Sigma Investments
New York
$17M +$19.1M +277,755 +2,863%
CS
49
Credit Suisse
Switzerland
$16.6M +$8.69M +126,610 +82%
CI
50
Capital International
California
$16.1M +$1.72M +25,100 +10%
1
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LULU Hedge Fund Activity: Q4 2013 in Review

302 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in lululemon athletica (LULU) for Q4 2013, worth a combined $6.9B — down 22% from $8.81B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new LULU positions and 46 closed out — a net gain of 15 holders — while 112 added to existing stakes and 95 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $251M. The largest seller was T. Rowe Price Associates, cutting an estimated $578M.

  • 302 institutional investors held lululemon athletica (LULU) as of Q4 2013, up from 292 in Q3 2013.
  • Funds reported $6.9B of lululemon athletica stock for Q4 2013, down 22% quarter-over-quarter.
  • 61 funds opened new lululemon athletica positions in Q4 2013 and 46 closed out, a net change of +15 holders.
  • The largest lululemon athletica buyer in Q4 2013 was Capital Research Global Investors, an estimated $251M added.
  • The largest lululemon athletica seller in Q4 2013 was T. Rowe Price Associates, an estimated $578M sold.

Based on aggregated 13F filings for Q4 2013.