lululemon athletica
LULU
359 hedge funds and large institutions have $8.7B invested in lululemon athletica in 2016 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 115 increasing their positions, 117 reducing their positions, and 55 closing their positions.
47% more first-time investments, than exits
New positions opened: 81 | Existing positions closed: 55
21% more capital invested
Capital invested by funds: $7.17B → $8.7B (+$1.53B)
7% more funds holding
Funds holding: 336 → 359 (+23)
2% less repeat investments, than reductions
Existing positions increased: 115 | Existing positions reduced: 117
13% less funds holding in top 10
Funds holding in top 10: 8 → 7 (-1)
14% less call options, than puts
Call options by funds: $312M | Put options by funds: $363M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$92.7M |
| 2 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
+$54.5M |
| 3 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$44.5M |
| 4 |
Westfield Capital Management
Boston,
Massachusetts
|
+$43.1M |
| 5 |
Select Equity Group
New York
|
+$42.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPC
Lone Pine Capital
Greenwich,
Connecticut
|
-$69.8M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
-$67M |
| 3 |
MNA
Manning & Napier Advisors
Fairport,
New York
|
-$62.1M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
-$59M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$50.4M |
LULU Hedge Fund Activity: Q1 2016 in Review
359 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in lululemon athletica (LULU) for Q1 2016, worth a combined $8.7B — up 21% from $7.17B a quarter earlier.
Buyers outnumbered sellers: 81 funds opened new LULU positions and 55 closed out — a net gain of 26 holders — while 115 added to existing stakes and 117 trimmed.
The largest buyer was Massachusetts Financial Services, opening a new position worth an estimated $92.7M. The largest seller was Lone Pine Capital, cutting an estimated $69.8M.
- 359 institutional investors held lululemon athletica (LULU) as of Q1 2016, up from 336 in Q4 2015.
- Funds reported $8.7B of lululemon athletica stock for Q1 2016, up 21% quarter-over-quarter.
- 81 funds opened new lululemon athletica positions in Q1 2016 and 55 closed out, a net change of +26 holders.
- The largest lululemon athletica buyer in Q1 2016 was Massachusetts Financial Services, an estimated $92.7M added.
- The largest lululemon athletica seller in Q1 2016 was Lone Pine Capital, an estimated $69.8M sold.
Based on aggregated 13F filings for Q1 2016.