lululemon athletica
LULU
342 hedge funds and large institutions have $6.75B invested in lululemon athletica in 2017 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 108 increasing their positions, 111 reducing their positions, and 41 closing their positions.
37% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 41
4% more funds holding
Funds holding: 330 → 342 (+12)
7% more call options, than puts
Call options by funds: $505M | Put options by funds: $474M
3% more capital invested
Capital invested by funds: $6.55B → $6.75B (+$203M)
0.18% less ownership
Funds ownership: 86.61% → 86.43% (-0.18%)
3% less repeat investments, than reductions
Existing positions increased: 108 | Existing positions reduced: 111
20% less funds holding in top 10
Funds holding in top 10: 10 → 8 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
+$52.9M |
| 2 |
IP
Interval Partners
New York
|
+$39.8M |
| 3 |
Jennison Associates
New York
|
+$36.8M |
| 4 |
Bank of New York Mellon
New York
|
+$34.8M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$42.2M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$39.3M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$35.9M |
| 4 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
-$28.2M |
| 5 |
CC
Carbonado Capital
New York
|
-$26.9M |
LULU Hedge Fund Activity: Q3 2017 in Review
342 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in lululemon athletica (LULU) for Q3 2017, worth a combined $6.75B — up 3.1% from $6.55B a quarter earlier.
Buyers outnumbered sellers: 56 funds opened new LULU positions and 41 closed out — a net gain of 15 holders — while 108 added to existing stakes and 111 trimmed.
The largest buyer was Balyasny Asset Management, adding an estimated $52.9M. The largest seller was Capital Research Global Investors, cutting an estimated $42.2M.
- 342 institutional investors held lululemon athletica (LULU) as of Q3 2017, up from 330 in Q2 2017.
- Funds reported $6.75B of lululemon athletica stock for Q3 2017, up 3.1% quarter-over-quarter.
- 56 funds opened new lululemon athletica positions in Q3 2017 and 41 closed out, a net change of +15 holders.
- The largest lululemon athletica buyer in Q3 2017 was Balyasny Asset Management, an estimated $52.9M added.
- The largest lululemon athletica seller in Q3 2017 was Capital Research Global Investors, an estimated $42.2M sold.
Based on aggregated 13F filings for Q3 2017.