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lululemon athletica
LULU

292 hedge funds and large institutions have $8.81B invested in lululemon athletica in 2013 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 101 increasing their positions, 88 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more capital invested

Capital invested by funds: $7.42B → $8.81B (+$1.39B)

15% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 88

0% more call options, than puts

Call options by funds: $466M | Put options by funds: $464M

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

2% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 56

1% less funds holding

Funds holding: 296 → 292 (-4)

Holders
292
Holders Change
-4
Holders Change %
-1.35%
% of All Funds
9.47%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
55
Increased
101
Reduced
88
Closed
56
Calls
$466M
Puts
$464M
Net Calls
+$1.43M
Net Calls Change
+$15M

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$606M
2
MNA
Manning & Napier Advisors
New York
+$347M
3
MCM
Marsico Capital Management
Colorado
+$131M
4
BIT
BlackRock Institutional Trust
California
+$97.6M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$80.7M

Top Sellers

Rank Fund Capital Flow
1
Jennison Associates
Jennison Associates
New York
-$220M
2
CWAM
Columbia Wanger Asset Management
Illinois
-$137M
3
Capital World Investors
Capital World Investors
California
-$119M
4
SCM
Scout Capital Management
New York
-$95M
5
TCM
Tiger Consumer Management
New York
-$86.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
ST
126
Spot Trading
Illinois
$2.77M -$7.14M -102,412 -73%
FAF
127
Fjarde Ap-fonden
Sweden
$2.58M -$282K -4,041 -10%
FCAM
128
F&C Asset Management
United Kingdom
$2.51M +$356K +5,100 +17%
WS
129
Wedbush Securities
California
$2.32M +$22K +315 +1%
PPA
130
Parametric Portfolio Associates
Washington
$2.29M +$412K +5,906 +23%
VKH
131
Virtu KCG Holdings
New York
$2.25M +$2.14M +30,748 New
Millennium Management
132
Millennium Management
New York
$2.22M -$2.11M -30,228 -50%
Public Employees Retirement Association of Colorado
133
Public Employees Retirement Association of Colorado
Colorado
$2.14M – – –
SAM
134
Shell Asset Management
Netherlands
$2.04M -$146K -2,098 -7%
QI
135
Qualcomm Inc
California
$2M – – –
NEI
136
Northwest & Ethical Investments
Ontario, Canada
$1.81M +$1.73M +24,810 New
BUB
137
BBVA USA Bancshares
Texas
$1.77M +$3.56K +51 +0.2%
Invesco
138
Invesco
Georgia
$1.75M +$144K +2,061 +9%
GT
139
Glenmede Trust
Pennsylvania
$1.73M +$301K +4,316 +22%
P
140
Pitcairn
Pennsylvania
$1.72M +$1.4M +20,046 +582%
Parallax Volatility Advisers
141
Parallax Volatility Advisers
California
$1.64M +$1.57M +22,470 New
SC
142
Saiers Capital
New York
$1.6M +$1.53M +21,900 New
HSBC Holdings
143
HSBC Holdings
United Kingdom
$1.59M +$882K +12,649 +136%
Mitsubishi UFJ Asset Management
144
Mitsubishi UFJ Asset Management
Japan
$1.56M -$54.4K -780 -4%
CCM
145
Catapult Capital Management
New York
$1.48M +$1.41M +20,289 New
SONJCPFA
146
State of New Jersey Common Pension Fund A
New Jersey
$1.46M +$1.39M +20,000 New
Calamos Advisors
147
Calamos Advisors
Illinois
$1.32M -$67.3M -965,384 -98%
TH
148
Timber Hill
Connecticut
$1.31M +$1.25M +17,913 New
M&T Bank
149
M&T Bank
New York
$1.28M -$123K -1,758 -9%
Comerica Bank
150
Comerica Bank
Texas
$1.26M +$102K +1,469 +9%
4 5
6
7 8

LULU Hedge Fund Activity: Q3 2013 in Review

292 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in lululemon athletica (LULU) for Q3 2013, worth a combined $8.81B — up 19% from $7.42B a quarter earlier.

Sellers outnumbered buyers: 56 funds closed out of LULU and 55 opened new positions — a net loss of 1 holder — while 88 trimmed existing stakes and 101 added.

The largest buyer was Wellington Management Group, adding an estimated $606M. The largest seller was Jennison Associates, exiting entirely with an estimated $220M sold.

  • 292 institutional investors held lululemon athletica (LULU) as of Q3 2013, down from 296 in Q2 2013.
  • Funds reported $8.81B of lululemon athletica stock for Q3 2013, up 19% quarter-over-quarter.
  • 55 funds opened new lululemon athletica positions in Q3 2013 and 56 closed out, a net change of -1 holder.
  • The largest lululemon athletica buyer in Q3 2013 was Wellington Management Group, an estimated $606M added.
  • The largest lululemon athletica seller in Q3 2013 was Jennison Associates, an estimated $220M sold.

Based on aggregated 13F filings for Q3 2013.