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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$251M |
| 2 |
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
Bala Cynwyd,
Pennsylvania
|
+$53.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$578M |
| 2 |
Winslow Capital Management
Minneapolis,
Minnesota
|
-$227M |
| 3 |
MCM
Marsico Capital Management
Denver,
Colorado
|
-$115M |
| 4 |
UBS AM
Chicago,
Illinois
|
-$81.6M |
| 5 |
Neuberger Berman Group
New York
|
-$74.7M |
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.