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lululemon athletica

357 hedge funds and large institutions have $7.69B invested in lululemon athletica in 2016 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 118 increasing their positions, 123 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more funds holding in top 10

Funds holding in top 10: 311 (+8)

92.94% more ownership

Funds ownership: 0%92.94% (+93%)

13% more call options, than puts

Call options by funds: $330M | Put options by funds: $292M

7% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 56

1% more capital invested

Capital invested by funds: $7.62B → $7.69B (+$66.6M)

0% less funds holding

Funds holding: 358357 (-1)

4% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 123

Holders
357
Holders Change
-1
Holders Change %
-0.28%
% of All Funds
8.93%
Holding in Top 10
11
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+266.67%
% of All Funds
0.28%
New
60
Increased
118
Reduced
123
Closed
56
Calls
$330M
Puts
$292M
Net Calls
+$38.1M
Net Calls Change
+$92.1M
Name Holding Trade Value Shares
Change
Change in
Stake
TCIM
26
TIAA CREF Investment Management
New York
$40.8M +$9.03M +151,326 +32%
T
27
TOBAM
France
$39.3M -$8.3M -139,226 -19%
MCL
28
MIK Capital LLC
New York
$36.8M +$33.8M +566,338 New
Morgan Stanley
29
Morgan Stanley
New York
$34.4M -$36.8M -616,441 -54%
Balyasny Asset Management
30
Balyasny Asset Management
Illinois
$34.2M -$14.2M -237,526 -31%
ZCI
31
Zevenbergen Capital Investments
Washington
$34M -$3.93M -65,870 -11%
Deutsche Bank
32
Deutsche Bank
Germany
$31.8M -$13.1M -218,909 -31%
Two Sigma Advisers
33
Two Sigma Advisers
New York
$31.1M -$24.1M -404,600 -46%
William Blair & Company
34
William Blair & Company
Illinois
$29.5M +$13.1M +220,011 +94%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$29M +$1.14M +19,179 +4%
Renaissance Technologies
36
Renaissance Technologies
New York
$28.6M -$30.5M -512,200 -54%
SC
37
Shellback Capital
Massachusetts
$26.6M +$16.4M +275,000 +204%
D.E. Shaw & Co
38
D.E. Shaw & Co
New York
$26.3M +$22.6M +379,685 +1,495%
Legal & General Group
39
Legal & General Group
United Kingdom
$26.3M -$1.18M -19,833 -5%
Ohio Public Employees Retirement System (OPERS)
40
Ohio Public Employees Retirement System (OPERS)
Ohio
$26M +$3.7K +62 +0%
Citadel Advisors
41
Citadel Advisors
Florida
$25.1M +$10M +167,863 +77%
Goldman Sachs
42
Goldman Sachs
New York
$24.6M -$29.9M -501,062 -57%
Westfield Capital Management
43
Westfield Capital Management
Massachusetts
$23.9M -$6.54M -109,577 -23%
Bank of America
44
Bank of America
North Carolina
$23.7M +$3.09M +51,834 +17%
Ameriprise
45
Ameriprise
Minnesota
$22.8M -$20.7M -347,558 -50%
AQR Capital Management
46
AQR Capital Management
Connecticut
$22.5M +$8.39M +140,614 +68%
Charles Schwab
47
Charles Schwab
California
$22.3M +$1.37M +22,970 +7%
Sumitomo Mitsui Trust Group
48
Sumitomo Mitsui Trust Group
Japan
$21.1M +$76.6K +1,284 +0.4%
Swiss National Bank
49
Swiss National Bank
Switzerland
$19.8M
Millennium Management
50
Millennium Management
New York
$19.7M +$16.2M +271,648 +873%

LULU Hedge Fund Activity: Q4 2016 in Review

357 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in lululemon athletica (LULU) for Q4 2016, worth a combined $7.69B — up 0.87% from $7.62B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new LULU positions and 56 closed out — a net gain of 4 holders — while 118 added to existing stakes and 123 trimmed.

The largest buyer was Interval Partners, adding an estimated $62.8M. The largest seller was Jennison Associates, exiting entirely with an estimated $342M sold.

  • 357 institutional investors held lululemon athletica (LULU) as of Q4 2016, down from 358 in Q3 2016.
  • Funds reported $7.69B of lululemon athletica stock for Q4 2016, up 0.87% quarter-over-quarter.
  • 60 funds opened new lululemon athletica positions in Q4 2016 and 56 closed out, a net change of +4 holders.
  • The largest lululemon athletica buyer in Q4 2016 was Interval Partners, an estimated $62.8M added.
  • The largest lululemon athletica seller in Q4 2016 was Jennison Associates, an estimated $342M sold.

Based on aggregated 13F filings for Q4 2016.