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lululemon athletica

346 hedge funds and large institutions have $9.68B invested in lululemon athletica in 2016 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 109 increasing their positions, 124 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

11% more capital invested

Capital invested by funds: $8.7B → $9.68B (+$977M)

4% less funds holding

Funds holding: 359346 (-13)

12% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 124

15% less call options, than puts

Call options by funds: $228M | Put options by funds: $268M

16% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 55

Holders
346
Holders Change
-13
Holders Change %
-3.62%
% of All Funds
9.23%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.27%
New
46
Increased
109
Reduced
124
Closed
55
Calls
$228M
Puts
$268M
Net Calls
-$40.2M
Net Calls Change
+$10.6M
Name Holding Trade Value Shares
Change
Change in
Stake
FCM
26
Frontier Capital Management
Massachusetts
$58M -$2.11M -31,853 -4%
T
27
TOBAM
France
$57.2M -$8.85M -133,410 -15%
JHIU
28
Janus Henderson Investors US
Colorado
$54.3M +$4.25M +64,043 +10%
Invesco
29
Invesco
Georgia
$52.1M +$43.7M +659,509 +1,425%
BG
30
BlackRock Group
United Kingdom
$50.1M +$559K +8,424 +1%
American Century Companies
31
American Century Companies
Missouri
$48.1M -$4.79M -72,228 -10%
ZCI
32
Zevenbergen Capital Investments
Washington
$45.5M -$12.2M -183,235 -23%
TA
33
Teachers Advisors
New York
$44.2M +$12.3M +185,625 +45%
Deutsche Bank
34
Deutsche Bank
Germany
$43.6M -$86.4M -1,302,529 -69%
Neuberger Berman Group
35
Neuberger Berman Group
New York
$43.6M -$16M -240,873 -29%
Robeco Institutional Asset Management
36
Robeco Institutional Asset Management
Netherlands
$43.5M
Westfield Capital Management
37
Westfield Capital Management
Massachusetts
$42.4M -$9.56M -144,091 -20%
Schroder Investment Management Group
38
Schroder Investment Management Group
United Kingdom
$39.9M +$35.8M +539,631 New
Bank of New York Mellon
39
Bank of New York Mellon
New York
$33.8M -$2.32M -34,995 -7%
Bank of America
40
Bank of America
North Carolina
$32M -$736K -11,090 -2%
Legal & General Group
41
Legal & General Group
United Kingdom
$31.4M +$1.41M +21,268 +5%
CCI
42
Columbus Circle Investors
$30.6M +$6.8M +102,547 +33%
Baird Financial Group
43
Baird Financial Group
Wisconsin
$29.4M -$14.6M -220,068 -36%
Two Sigma Investments
44
Two Sigma Investments
New York
$29.3M +$13.5M +204,140 +106%
Ohio Public Employees Retirement System (OPERS)
45
Ohio Public Employees Retirement System (OPERS)
Ohio
$28.8M -$233K -3,512 -0.9%
Wellington Management Group
46
Wellington Management Group
Massachusetts
$28.6M -$30M -452,621 -54%
First Trust Advisors
47
First Trust Advisors
Illinois
$26.1M +$23.5M +353,844 New
State of Wisconsin Investment Board
48
State of Wisconsin Investment Board
Wisconsin
$25.3M -$4.53M -68,300 -17%
Sumitomo Mitsui Trust Group
49
Sumitomo Mitsui Trust Group
Japan
$23.5M -$624K -9,411 -3%
Swiss National Bank
50
Swiss National Bank
Switzerland
$23M +$1.23M +18,600 +6%

LULU Hedge Fund Activity: Q2 2016 in Review

346 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in lululemon athletica (LULU) for Q2 2016, worth a combined $9.68B — up 11% from $8.7B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of LULU and 46 opened new positions — a net loss of 9 holders — while 124 trimmed existing stakes and 109 added.

The largest buyer was Jennison Associates, adding an estimated $366M. The largest seller was Deutsche Bank, cutting an estimated $86.4M.

  • 346 institutional investors held lululemon athletica (LULU) as of Q2 2016, down from 359 in Q1 2016.
  • Funds reported $9.68B of lululemon athletica stock for Q2 2016, up 11% quarter-over-quarter.
  • 46 funds opened new lululemon athletica positions in Q2 2016 and 55 closed out, a net change of -9 holders.
  • The largest lululemon athletica buyer in Q2 2016 was Jennison Associates, an estimated $366M added.
  • The largest lululemon athletica seller in Q2 2016 was Deutsche Bank, an estimated $86.4M sold.

Based on aggregated 13F filings for Q2 2016.