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lululemon athletica
LULU

309 hedge funds and large institutions have $6.01B invested in lululemon athletica in 2014 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 108 increasing their positions, 83 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 83

19% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 58

2% more funds holding

Funds holding: 302 → 309 (+7)

13% less capital invested

Capital invested by funds: $6.9B → $6.01B (-$890M)

14% less funds holding in top 10

Funds holding in top 10: 7 → 6 (-1)

39% less call options, than puts

Call options by funds: $485M | Put options by funds: $797M

Holders
309
Holders Change
+7
Holders Change %
+2.32%
% of All Funds
8.93%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.17%
New
69
Increased
108
Reduced
83
Closed
58
Calls
$485M
Puts
$797M
Net Calls
-$312M
Net Calls Change
-$239M

Top Buyers

Rank Fund Capital Flow
1
Capital Research Global Investors
Capital Research Global Investors
California
+$209M
2
MNA
Manning & Napier Advisors
New York
+$160M
3
O
OppenheimerFunds
New York
+$88.6M
4
BA
BlackRock Advisors
Delaware
+$38.7M
5
Renaissance Technologies
Renaissance Technologies
New York
+$37.8M

Top Sellers

Rank Fund Capital Flow
1
MCM
Marsico Capital Management
Colorado
-$217M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$160M
3
Ameriprise
Ameriprise
Minnesota
-$132M
4
Wells Fargo
Wells Fargo
California
-$121M
5
TCM
Tiger Consumer Management
New York
-$76.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
101
Suffolk Capital Management
New York
$3.7M +$3.51M +70,300 New
LPL Financial
102
LPL Financial
California
$3.56M +$1.32M +26,554 +64%
Tudor Investment Corp
103
Tudor Investment Corp
Connecticut
$3.42M +$3.24M +65,000 New
BIM
104
BlackRock Investment Management
Delaware
$3.41M +$2.82M +56,606 +682%
GH
105
GAM Holding
Switzerland
$3.4M +$470K +9,425 +17%
NEI
106
Northwest & Ethical Investments
Ontario, Canada
$3.37M +$906K +18,160 +40%
CGI
107
Caerus Global Investors
New York
$3.22M +$3.05M +61,200 New
BlackRock
108
BlackRock
New York
$3.19M +$662K +13,269 +28%
GAM
109
Gotham Asset Management
New York
$3.16M +$3M +60,097 New
AQR Capital Management
110
AQR Capital Management
Connecticut
$3.05M -$1.32M -26,500 -31%
HT
111
HAP Trading
New York
$3.05M +$2.89M +58,000 New
Two Sigma Advisers
112
Two Sigma Advisers
New York
$2.97M +$2.82M +56,548 New
ACI
113
AMP Capital Investors
Australia
$2.84M +$453K +9,086 +20%
Zurich Cantonal Bank
114
Zurich Cantonal Bank
Switzerland
$2.75M +$312K +6,252 +14%
Marshall Wace
115
Marshall Wace
United Kingdom
$2.74M +$2.6M +52,061 New
Canada Life
116
Canada Life
Manitoba, Canada
$2.66M +$62.3K +1,249 +3%
New York State Common Retirement Fund
117
New York State Common Retirement Fund
New York
$2.6M -$728K -14,600 -23%
Federated Hermes
118
Federated Hermes
Pennsylvania
$2.44M – – –
EIM
119
Emerson Investment Management
Massachusetts
$2.4M +$2.28M +45,695 New
Aviva
120
Aviva
United Kingdom
$2.27M +$121K +2,430 +6%
WMSA
121
Weiss Multi-Strategy Advisers
New York
$2.27M +$2.15M +43,100 New
SONJCPFA
122
State of New Jersey Common Pension Fund A
New Jersey
$2.26M – – –
Mackenzie Financial
123
Mackenzie Financial
Ontario, Canada
$2.23M +$2.12M +42,500 New
FA
124
FDx Advisors
Illinois
$2.2M +$85.2K +1,708 +4%
IA
125
Icon Advisers
Colorado
$2.19M – – –
3 4
5
6 7

LULU Hedge Fund Activity: Q1 2014 in Review

309 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in lululemon athletica (LULU) for Q1 2014, worth a combined $6.01B — down 13% from $6.9B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new LULU positions and 58 closed out — a net gain of 11 holders — while 108 added to existing stakes and 83 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $209M. The largest seller was Marsico Capital Management, exiting entirely with an estimated $217M sold.

  • 309 institutional investors held lululemon athletica (LULU) as of Q1 2014, up from 302 in Q4 2013.
  • Funds reported $6.01B of lululemon athletica stock for Q1 2014, down 13% quarter-over-quarter.
  • 69 funds opened new lululemon athletica positions in Q1 2014 and 58 closed out, a net change of +11 holders.
  • The largest lululemon athletica buyer in Q1 2014 was Capital Research Global Investors, an estimated $209M added.
  • The largest lululemon athletica seller in Q1 2014 was Marsico Capital Management, an estimated $217M sold.

Based on aggregated 13F filings for Q1 2014.