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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
CA
151
Commerzbank Aktiengesellschaft
Germany
$1.76M -$95.3K -1,598 -6%
BNP Paribas Financial Markets
152
BNP Paribas Financial Markets
France
$1.74M +$1.32M +22,059 +462%
TAM
153
Trillium Asset Management
Massachusetts
$1.71M -$298K -4,996 -16%
AIMCA
154
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.66M +$44.1K +740 +3%
CO
155
Caldwell & Orkin
Georgia
$1.63M +$835K +14,000 +127%
TAF
156
Tredje AP-fonden
Sweden
$1.62M +$632K +10,592 +74%
Capstone Investment Advisors
157
Capstone Investment Advisors
New York
$1.6M +$978K +16,400 +200%
Zurich Cantonal Bank
158
Zurich Cantonal Bank
Switzerland
$1.59M
Mitsubishi UFJ Asset Management
159
Mitsubishi UFJ Asset Management
Japan
$1.55M -$12.8K -215 -0.9%
Public Employees Retirement Association of Colorado
160
Public Employees Retirement Association of Colorado
Colorado
$1.5M -$28.7K -482 -2%
PP
161
Paloma Partners
Connecticut
$1.34M +$394K +6,598 +47%
Parallax Volatility Advisers
162
Parallax Volatility Advisers
California
$1.31M -$6.51M -109,094 -84%
CSS
163
Cubist Systematic Strategies
Connecticut
$1.29M -$2.94M -49,305 -71%
RJA
164
Raymond James & Associates
Florida
$1.28M -$1.4M -23,480 -54%
AG
165
Aperio Group
California
$1.27M -$271K -4,550 -19%
JG
166
Jefferies Group
New York
$1.25M -$254K -4,265 -18%
NIT
167
NumerixS Investment Technologies
British Columbia, Canada
$1.23M +$746K +12,500 +195%
Janney Montgomery Scott
168
Janney Montgomery Scott
Pennsylvania
$1.2M -$26.8K -450 -2%
Principal Financial Group
169
Principal Financial Group
Iowa
$1.17M -$31.9K -535 -3%
LCM
170
Logan Capital Management
Pennsylvania
$1.17M +$35.8K +600 +3%
URS
171
Utah Retirement Systems
Utah
$1.15M
AB
172
Amalgamated Bank
New York
$1.13M +$107K +1,797 +12%
Susquehanna International Group
173
Susquehanna International Group
Pennsylvania
$1.07M -$37.1M -622,632 -97%
QSS
174
Quantitative Systematic Strategies
Florida
$1.07M +$990K +16,593 New
AAF
175
Andra AP-fonden
Sweden
$1.07M -$585K -9,800 -37%

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.