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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
Capital World Investors
1
Capital World Investors
California
$860M +$86.6M +501,829 +12%
Vanguard Group
2
Vanguard Group
Pennsylvania
$838M +$25.8M +149,354 +3%
Harris Associates
3
Harris Associates
Illinois
$668M +$4.08M +23,647 +0.7%
JP Morgan Chase
4
JP Morgan Chase
New York
$534M +$86.1M +499,031 +21%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$504M -$37.9M -219,511 -7%
Capital Research Global Investors
6
Capital Research Global Investors
California
$496M +$70.3M +407,171 +18%
State Street
7
State Street
Massachusetts
$473M +$28.3M +163,956 +7%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$450M +$17.4M +100,953 +4%
UBS AM
9
UBS AM
Illinois
$312M +$37.7M +218,201 +15%
BIT
10
BlackRock Institutional Trust
California
$290M +$397K +2,299 +0.1%
MC
11
Montag & Caldwell
Georgia
$195M -$25.8M -149,306 -12%
AllianceBernstein
12
AllianceBernstein
Tennessee
$192M -$15.2M -88,326 -8%
Citadel Advisors
13
Citadel Advisors
Florida
$183M -$144M -833,255 -46%
HMP
14
HS Management Partners
New York
$176M -$7.1M -41,130 -4%
WRF
15
Waddell & Reed Financial
Kansas
$166M +$155M +896,056 New
Neuberger Berman Group
16
Neuberger Berman Group
New York
$166M +$22.6M +130,701 +17%
BFA
17
BlackRock Fund Advisors
California
$151M +$11.1M +64,460 +9%
TGA
18
Trilogy Global Advisors
Florida
$138M -$708K -4,100 -0.5%
Northern Trust
19
Northern Trust
Illinois
$137M +$1.37M +7,944 +1%
FAM
20
Fred Alger Management
New York
$135M -$14.4M -83,252 -10%
TCIM
21
TIAA CREF Investment Management
New York
$125M +$93.5M +541,802 +399%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$125M -$2.96M -17,128 -2%
MAA
23
Managed Account Advisors
New Jersey
$121M +$6.73M +38,996 +6%
PIM
24
Perkins Investment Management
Illinois
$119M -$14.3M -82,698 -11%
IAM
25
Impala Asset Management
Florida
$115M +$107M +622,277 New

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.