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lululemon athletica

336 hedge funds and large institutions have $7.17B invested in lululemon athletica in 2015 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 118 increasing their positions, 114 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 114

2% more capital invested

Capital invested by funds: $7.02B → $7.17B (+$154M)

2% less call options, than puts

Call options by funds: $378M | Put options by funds: $385M

7% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 58

2% less funds holding

Funds holding: 344336 (-8)

33% less funds holding in top 10

Funds holding in top 10: 128 (-4)

Holders
336
Holders Change
-8
Holders Change %
-2.33%
% of All Funds
8.81%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.21%
New
54
Increased
118
Reduced
114
Closed
58
Calls
$378M
Puts
$385M
Net Calls
-$7.13M
Net Calls Change
-$81.4M
Name Holding Trade Value Shares
Change
Change in
Stake
AB
201
Amalgamated Bank
New York
$638K -$44.3K -880 -7%
WSA
202
Wall Street Associates
California
$637K +$1.86K +37 +0.3%
Handelsbanken Fonder
203
Handelsbanken Fonder
Sweden
$627K +$602K +11,950 New
TD Asset Management
204
TD Asset Management
Ontario, Canada
$618K +$121K +2,400 +26%
SG Americas Securities
205
SG Americas Securities
New York
$616K -$40.1K -796 -6%
Nomura Asset Management
206
Nomura Asset Management
Japan
$616K +$5.04K +100 +0.9%
LS
207
Livforsakringsbolaget Skandia
Sweden
$610K
Stifel Financial
208
Stifel Financial
Missouri
$604K +$178K +3,532 +44%
GC
209
Guggenheim Capital
Illinois
$586K +$230K +4,567 +69%
TI
210
Turner Investments
Pennsylvania
$577K +$554K +11,000 New
WBC
211
Westpac Banking Corp
Australia
$562K +$268K +5,314 +98%
Principal Financial Group
212
Principal Financial Group
Iowa
$550K -$409K -8,115 -44%
ID
213
Integral Derivatives
New York
$542K +$95.6K +1,897 +22%
BOC
214
Barbara Oil Co
Illinois
$530K
RCA
215
Rex Capital Advisors
Rhode Island
$525K
TH
216
Timber Hill
Connecticut
$520K -$424K -8,423 -46%
Franklin Resources
217
Franklin Resources
California
$514K -$8.92K -177 -2%
WAM
218
World Asset Management
Michigan
$488K +$15.9K +315 +4%
CG
219
Cutler Group
California
$487K +$469K +9,300 New
Twin Tree Management
220
Twin Tree Management
Texas
$485K -$405K -8,046 -47%
Axa
221
Axa
France
$485K -$45.3K -900 -9%
PCM
222
Parsons Capital Management
Rhode Island
$470K +$7.56K +150 +2%
SC
223
Skylands Capital
Wisconsin
$470K +$12.6K +250 +3%
Comerica Bank
224
Comerica Bank
Texas
$437K -$11.7K -233 -3%
Edgewood Management
225
Edgewood Management
Connecticut
$432K +$22.4K +444 +6%

LULU Hedge Fund Activity: Q4 2015 in Review

336 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in lululemon athletica (LULU) for Q4 2015, worth a combined $7.17B — up 2.2% from $7.02B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of LULU and 54 opened new positions — a net loss of 4 holders — while 114 trimmed existing stakes and 118 added.

The largest buyer was Lone Pine Capital, opening a new position worth an estimated $320M. The largest seller was Citadel Advisors, cutting an estimated $119M.

  • 336 institutional investors held lululemon athletica (LULU) as of Q4 2015, down from 344 in Q3 2015.
  • Funds reported $7.17B of lululemon athletica stock for Q4 2015, up 2.2% quarter-over-quarter.
  • 54 funds opened new lululemon athletica positions in Q4 2015 and 58 closed out, a net change of -4 holders.
  • The largest lululemon athletica buyer in Q4 2015 was Lone Pine Capital, an estimated $320M added.
  • The largest lululemon athletica seller in Q4 2015 was Citadel Advisors, an estimated $119M sold.

Based on aggregated 13F filings for Q4 2015.