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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
Korea Investment Corp
126
Korea Investment Corp
South Korea
$2.76M -$567K -9,500 -18%
VOYA Investment Management
127
VOYA Investment Management
Georgia
$2.65M -$136K -2,279 -5%
ARTA
128
A.R.T. Advisors
New York
$2.64M +$2.42M +40,600 New
Royal Bank of Canada
129
Royal Bank of Canada
Ontario, Canada
$2.54M -$8.52M -142,766 -78%
BCIM
130
British Columbia Investment Management
British Columbia, Canada
$2.5M +$57.6K +965 +3%
PP
131
Patten & Patten
Tennessee
$2.27M +$101K +1,695 +5%
TI
132
Turner Investments
Pennsylvania
$2.27M -$106K -1,770 -5%
SSA
133
Schonfeld Strategic Advisors
New York
$2.27M +$1.78M +29,905 +595%
GLAM
134
Gardner Lewis Asset Management
Pennsylvania
$2.25M -$30.7K -515 -1%
GIBU
135
Gulf International Bank (UK)
United Kingdom
$2.23M
GF
136
Gabelli Funds
New York
$2.21M
CII
137
Capital International Inc
California
$2.2M -$23.9K -400 -1%
US Bancorp
138
US Bancorp
Minnesota
$2.15M +$69.3K +1,162 +4%
Credit Agricole
139
Credit Agricole
France
$2.14M +$326K +5,468 +20%
DBG
140
De Burlo Group
Massachusetts
$2.12M +$1.94M +32,600 New
CFB
141
Cullen/Frost Bankers
Texas
$2.08M -$4.47K -75 -0.2%
CANY
142
Caxton Associates (New York)
New York
$1.95M +$1.79M +30,000 New
FAF
143
Fjarde Ap-fonden
Sweden
$1.95M -$128K -2,153 -7%
WS
144
Wedbush Securities
California
$1.92M +$3.58K +60 +0.2%
GA
145
Geneva Advisors
Illinois
$1.9M -$639K -10,710 -27%
HCM
146
Hodges Capital Management
Texas
$1.85M +$8.95K +150 +5%
BCM
147
Bayesian Capital Management
New York
$1.84M +$1.69M +28,300 New
RS
148
Robeco Schweiz
Switzerland
$1.8M
HSBC Holdings
149
HSBC Holdings
United Kingdom
$1.78M -$611K -10,251 -27%
Squarepoint
150
Squarepoint
New York
$1.77M +$1.62M +27,187 New

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.