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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
NCGI
176
Next Century Growth Investors
Minnesota
$1.06M -$908K -15,226 -48%
EMG
177
Ellington Management Group
Connecticut
$1.05M +$966K +16,200 New
Janus Henderson Group
178
Janus Henderson Group
United Kingdom
$1.05M +$89.5K +1,500 +10%
Stifel Financial
179
Stifel Financial
Missouri
$1.02M +$74.4K +1,247 +9%
Skandinaviska Enskilda Banken (SEB)
180
Skandinaviska Enskilda Banken (SEB)
Sweden
$976K -$10.8K -181 -1%
PHK
181
Point72 Hong Kong
Hong Kong
$975K +$895K +15,000 New
XK
182
Xact Kapitalforvaltning
Sweden
$952K +$8.77K +147 +1%
EHC
183
Everett Harris & Co
California
$946K -$17.9K -300 -2%
OPERF
184
Oregon Public Employees Retirement Fund
Oregon
$930K -$13.8K -232 -2%
AAM
185
Advisors Asset Management
Colorado
$921K -$220K -3,684 -21%
SLAM
186
Swiss Life Asset Management
$913K +$838K +14,055 New
VKH
187
Virtu KCG Holdings
New York
$906K -$1.37M -22,955 -62%
DILIC
188
Dai-ichi Life Insurance Company
Japan
$846K +$776K +13,012 New
DnB Asset Management
189
DnB Asset Management
Norway
$839K +$5.96K +100 +0.8%
NFGCM
190
Norman Fields Gottscho Capital Management
New York
$831K -$206K -3,453 -21%
KBC Group
191
KBC Group
Belgium
$813K -$469K -7,855 -39%
Nomura Asset Management
192
Nomura Asset Management
Japan
$807K
Caisse de Depot et Placement du Quebec (CDPQ)
193
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$805K -$65.6K -1,100 -8%
BA
194
BKS Advisors
Michigan
$780K -$89.5K -1,500 -11%
WSA
195
Wall Street Associates
California
$780K
Bank of Montreal
196
Bank of Montreal
Ontario, Canada
$771K +$42.8K +717 +6%
TD Asset Management
197
TD Asset Management
Ontario, Canada
$760K +$19.7K +330 +3%
JP Morgan Chase
198
JP Morgan Chase
New York
$758K -$748K -12,549 -52%
CLM
199
ClearBridge LLC (Maryland)
Maryland
$756K +$385K +6,460 +125%
Comerica Bank
200
Comerica Bank
Texas
$751K +$252K +4,218 +62%

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.