lululemon athletica
LULU
309 hedge funds and large institutions have $5.24B invested in lululemon athletica in 2014 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 91 increasing their positions, 99 reducing their positions, and 49 closing their positions.
150% more funds holding in top 10
Funds holding in top 10: 2 → 5 (+3)
19% more capital invested
Capital invested by funds: $4.41B → $5.24B (+$833M)
6% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 49
2% more call options, than puts
Call options by funds: $455M | Put options by funds: $447M
1% more funds holding
Funds holding: 306 → 309 (+3)
8% less repeat investments, than reductions
Existing positions increased: 91 | Existing positions reduced: 99
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Advent International
Boston,
Massachusetts
|
+$810M |
| 2 |
JP Morgan Chase
New York
|
+$101M |
| 3 |
Morgan Stanley
New York
|
+$96.9M |
| 4 |
GGHC
Gilder Gagnon Howe & Co
New York
|
+$33.8M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$26.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TIM
Thornburg Investment Management
Santa Fe,
New Mexico
|
-$277M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$99.5M |
| 3 |
O
OppenheimerFunds
New York
|
-$94.3M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$45.4M |
| 5 |
Norges Bank
Oslo,
Norway
|
-$30M |
LULU Hedge Fund Activity: Q3 2014 in Review
309 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in lululemon athletica (LULU) for Q3 2014, worth a combined $5.24B — up 19% from $4.41B a quarter earlier.
Buyers outnumbered sellers: 52 funds opened new LULU positions and 49 closed out — a net gain of 3 holders — while 91 added to existing stakes and 99 trimmed.
The largest buyer was Advent International, opening a new position worth an estimated $810M. The largest seller was Thornburg Investment Management, cutting an estimated $277M.
- 309 institutional investors held lululemon athletica (LULU) as of Q3 2014, up from 306 in Q2 2014.
- Funds reported $5.24B of lululemon athletica stock for Q3 2014, up 19% quarter-over-quarter.
- 52 funds opened new lululemon athletica positions in Q3 2014 and 49 closed out, a net change of +3 holders.
- The largest lululemon athletica buyer in Q3 2014 was Advent International, an estimated $810M added.
- The largest lululemon athletica seller in Q3 2014 was Thornburg Investment Management, an estimated $277M sold.
Based on aggregated 13F filings for Q3 2014.