lululemon athletica
LULU
480 hedge funds and large institutions have $13.4B invested in lululemon athletica in 2018 Q2 according to their latest regulatory filings, with 119 funds opening new positions, 137 increasing their positions, 156 reducing their positions, and 48 closing their positions.
148% more first-time investments, than exits
New positions opened: 119 | Existing positions closed: 48
32% more capital invested
Capital invested by funds: $10.2B → $13.4B (+$3.24B)
22% more funds holding in top 10
Funds holding in top 10: 18 → 22 (+4)
17% more funds holding
Funds holding: 412 → 480 (+68)
5.55% less ownership
Funds ownership: 90.8% → 85.25% (-5.6%)
12% less repeat investments, than reductions
Existing positions increased: 137 | Existing positions reduced: 156
20% less call options, than puts
Call options by funds: $314M | Put options by funds: $392M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$182M |
| 2 |
LCM
Laurion Capital Management
New York
|
+$169M |
| 3 |
D.E. Shaw & Co
New York
|
+$132M |
| 4 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$111M |
| 5 |
BlackRock
New York
|
+$104M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Advent International
Boston,
Massachusetts
|
-$1.07B |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$195M |
| 3 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
-$117M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
-$105M |
| 5 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
-$88M |
LULU Hedge Fund Activity: Q2 2018 in Review
480 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in lululemon athletica (LULU) for Q2 2018, worth a combined $13.4B — up 32% from $10.2B a quarter earlier.
Buyers outnumbered sellers: 119 funds opened new LULU positions and 48 closed out — a net gain of 71 holders — while 137 added to existing stakes and 156 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $182M. The largest seller was Advent International, cutting an estimated $1.07B.
- 480 institutional investors held lululemon athletica (LULU) as of Q2 2018, up from 412 in Q1 2018.
- Funds reported $13.4B of lululemon athletica stock for Q2 2018, up 32% quarter-over-quarter.
- 119 funds opened new lululemon athletica positions in Q2 2018 and 48 closed out, a net change of +71 holders.
- The largest lululemon athletica buyer in Q2 2018 was JP Morgan Chase, an estimated $182M added.
- The largest lululemon athletica seller in Q2 2018 was Advent International, an estimated $1.07B sold.
Based on aggregated 13F filings for Q2 2018.