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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
WAM
201
World Asset Management
Michigan
$746K -$72K -1,208 -10%
Creative Planning
202
Creative Planning
Kansas
$730K -$275K -4,618 -29%
WBC
203
Westpac Banking Corp
Australia
$685K -$2.33K -39 -0.4%
CIBC World Market
204
CIBC World Market
Ontario, Canada
$679K +$325K +5,454 +109%
TH
205
Timber Hill
Connecticut
$661K -$71.9K -1,206 -11%
BOC
206
Barbara Oil Co
Illinois
$656K
FMT
207
First Mercantile Trust
Tennessee
$650K -$83.5K -1,400 -12%
JAM
208
JW Asset Management
Florida
$650K +$596K +10,000 New
MAM
209
Mastrapasqua Asset Management
Tennessee
$649K -$19.7K -330 -3%
PAM
210
Princeton Alpha Management
New Jersey
$649K +$323K +5,419 +119%
Wolverine Trading
211
Wolverine Trading
Illinois
$633K -$8.59K -144 -1%
Axa
212
Axa
France
$632K +$104K +1,742 +22%
PCM
213
Parsons Capital Management
Rhode Island
$613K -$23.9K -400 -4%
MA
214
MUFG Americas
New York
$609K +$65.8K +1,103 +13%
Daiwa Securities Group
215
Daiwa Securities Group
Japan
$598K -$423K -7,100 -44%
GH
216
GAM Holding
Switzerland
$588K -$274K -4,602 -34%
KIA
217
KCM Investment Advisors
California
$569K +$29.8K +500 +6%
GL
218
GLG LLC
New York
$558K +$32.6K +547 +7%
SG Americas Securities
219
SG Americas Securities
New York
$527K +$217K +3,640 +81%
FWM
220
Frontier Wealth Management
Missouri
$524K -$49.9K -836 -9%
GCA
221
Gideon Capital Advisors
New York
$523K +$480K +8,040 New
Edgewood Management
222
Edgewood Management
Connecticut
$520K
SMDAM
223
Sumitomo Mitsui DS Asset Management
Japan
$509K -$6.14K -103 -1%
IRF
224
IBM Retirement Fund
New York
$504K -$83.1K -1,394 -15%
HighTower Advisors
225
HighTower Advisors
Illinois
$504K -$11.6K -194 -2%

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.