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Ralph Lauren

398 hedge funds and large institutions have $11.3B invested in Ralph Lauren in 2014 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 142 increasing their positions, 141 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

15% more capital invested

Capital invested by funds: $9.87B → $11.3B (+$1.48B)

12% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 51

1.77% more ownership

Funds ownership: 98.18%99.95% (+1.8%)

1% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 141

0% more funds holding

Funds holding: 398398 (0)

24% less call options, than puts

Call options by funds: $218M | Put options by funds: $285M

Holders
398
Holders Change
Holders Change %
0%
% of All Funds
10.62%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
57
Increased
142
Reduced
141
Closed
51
Calls
$218M
Puts
$285M
Net Calls
-$67.6M
Net Calls Change
-$101M
Name Holding Trade Value Shares
Change
Change in
Stake
HL
26
Harding Loevner
New Jersey
$111M -$15.5M -89,627 -13%
BCPEM
27
Bain Capital Public Equity Management
Massachusetts
$111M +$2.43M +14,058 +2%
BG
28
BlackRock Group
United Kingdom
$93.3M +$5.19M +30,065 +6%
Norges Bank
29
Norges Bank
Norway
$93.3M +$3.09M +17,886 +4%
CLM
30
ClearBridge LLC (Maryland)
Maryland
$85.5M +$5.18M +30,000 +7%
Geode Capital Management
31
Geode Capital Management
Massachusetts
$82.1M +$2.7M +15,638 +4%
Mackenzie Financial
32
Mackenzie Financial
Ontario, Canada
$78.6M +$4.73M +27,390 +7%
DGI
33
Disciplined Growth Investors
Minnesota
$78.1M -$388K -2,250 -0.5%
RFC
34
Russell Frank Company
Washington
$72.7M -$20.8M -120,629 -24%
HCM
35
Highfields Capital Management
Massachusetts
$70.8M -$33.2M -192,592 -34%
Ameriprise
36
Ameriprise
Minnesota
$66.2M -$50.7M -293,816 -45%
CS
37
Credit Suisse
Switzerland
$62.8M -$17M -98,721 -23%
O
38
OppenheimerFunds
New York
$62.7M +$58.5M +338,810 New
Allianz Asset Management
39
Allianz Asset Management
Germany
$57.3M +$32.7M +189,253 +157%
Franklin Resources
40
Franklin Resources
California
$55.8M -$510K -2,955 -1%
American Century Companies
41
American Century Companies
Missouri
$54.8M +$49.9M +289,047 +4,303%
TCM
42
Tiger Consumer Management
New York
$53.8M -$21.8M -126,396 -30%
MDSL
43
M.D. Sass LLC
New York
$53.7M -$5.3M -30,683 -10%
VFA
44
Virtus Fund Advisers
Connecticut
$52.6M -$2.23M -12,900 -4%
BAMCO Inc
45
BAMCO Inc
New York
$52.1M -$2.29M -13,249 -4%
Robeco Institutional Asset Management
46
Robeco Institutional Asset Management
Netherlands
$49.4M +$45.9M +265,932 +26,754%
Deutsche Bank
47
Deutsche Bank
Germany
$48M +$27M +156,219 +152%
Legal & General Group
48
Legal & General Group
United Kingdom
$46.3M -$364K -2,108 -0.8%
Goldman Sachs
49
Goldman Sachs
New York
$46.2M +$15.4M +89,489 +56%
Wells Fargo
50
Wells Fargo
California
$42.9M +$7.17M +41,526 +22%

RL Hedge Fund Activity: Q4 2014 in Review

398 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Ralph Lauren (RL) for Q4 2014, worth a combined $11.3B — up 15% from $9.87B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new RL positions and 51 closed out — a net gain of 6 holders — while 142 added to existing stakes and 141 trimmed.

The largest buyer was Waddell & Reed Financial, opening a new position worth an estimated $155M. The largest seller was Citadel Advisors, cutting an estimated $144M.

  • 398 institutional investors held Ralph Lauren (RL) as of Q4 2014, unchanged from Q3 2014.
  • Funds reported $11.3B of Ralph Lauren stock for Q4 2014, up 15% quarter-over-quarter.
  • 57 funds opened new Ralph Lauren positions in Q4 2014 and 51 closed out, a net change of +6 holders.
  • The largest Ralph Lauren buyer in Q4 2014 was Waddell & Reed Financial, an estimated $155M added.
  • The largest Ralph Lauren seller in Q4 2014 was Citadel Advisors, an estimated $144M sold.

Based on aggregated 13F filings for Q4 2014.