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Ralph Lauren

427 hedge funds and large institutions have $5.42B invested in Ralph Lauren in 2018 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 146 increasing their positions, 159 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 58

3% more funds holding

Funds holding: 413427 (+14)

8% less repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 159

6.17% less ownership

Funds ownership: 102.53%96.36% (-6.2%)

22% less call options, than puts

Call options by funds: $128M | Put options by funds: $164M

30% less capital invested

Capital invested by funds: $7.78B → $5.42B (-$2.36B)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
427
Holders Change
+14
Holders Change %
+3.39%
% of All Funds
9.51%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
75
Increased
146
Reduced
159
Closed
58
Calls
$128M
Puts
$164M
Net Calls
-$35.8M
Net Calls Change
-$146M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$704M +$11M +93,053 +1%
BlackRock
2
BlackRock
New York
$428M +$23.6M +200,314 +5%
Renaissance Technologies
3
Renaissance Technologies
New York
$371M +$110M +928,900 +35%
State Street
4
State Street
Massachusetts
$271M +$12.5M +106,147 +4%
AQR Capital Management
5
AQR Capital Management
Connecticut
$192M -$16.3M -138,385 -7%
Ameriprise
6
Ameriprise
Minnesota
$179M -$91.8M -778,684 -31%
JP Morgan Chase
7
JP Morgan Chase
New York
$169M -$35.6M -301,789 -16%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$146M +$8.05M +68,314 +5%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$133M -$281M -2,385,992 -65%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$95.3M +$6.86M +58,183 +7%
PAM
11
Panagora Asset Management
Massachusetts
$90.9M -$6.81M -57,780 -6%
Janus Henderson Group
12
Janus Henderson Group
United Kingdom
$87.1M -$7.3M -61,950 -7%
JIM
13
Jupiter Investment Management
United Kingdom
$85.5M +$62.8M +532,519 +181%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$79.7M -$170K -1,444 -0.2%
Northern Trust
15
Northern Trust
Illinois
$75.7M +$4.61M +39,098 +6%
JAM
16
Jupiter Asset Management
United Kingdom
$74M -$41.9M -355,500 -33%
Norges Bank
17
Norges Bank
Norway
$72.6M
APG Asset Management
18
APG Asset Management
Netherlands
$71.5M +$15.1M +128,000 +19%
Deutsche Bank
19
Deutsche Bank
Germany
$71.5M +$29.9M +253,916 +58%
Invesco
20
Invesco
Georgia
$70.5M -$12.1M -103,011 -13%
VOYA Investment Management
21
VOYA Investment Management
Georgia
$56.4M -$36.8M -311,706 -36%
Mackenzie Financial
22
Mackenzie Financial
Ontario, Canada
$55.5M +$8.9M +75,452 +16%
Goldman Sachs
23
Goldman Sachs
New York
$47.7M -$22.4M -189,839 -29%
Robeco Institutional Asset Management
24
Robeco Institutional Asset Management
Netherlands
$46.6M -$623K -5,287 -1%
Bank of America
25
Bank of America
North Carolina
$45.4M +$11.1M +94,336 +27%

RL Hedge Fund Activity: Q4 2018 in Review

427 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Ralph Lauren (RL) for Q4 2018, worth a combined $5.42B — down 30% from $7.78B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new RL positions and 58 closed out — a net gain of 17 holders — while 146 added to existing stakes and 159 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $110M. The largest seller was Bank of New York Mellon, cutting an estimated $281M.

  • 427 institutional investors held Ralph Lauren (RL) as of Q4 2018, up from 413 in Q3 2018.
  • Funds reported $5.42B of Ralph Lauren stock for Q4 2018, down 30% quarter-over-quarter.
  • 75 funds opened new Ralph Lauren positions in Q4 2018 and 58 closed out, a net change of +17 holders.
  • The largest Ralph Lauren buyer in Q4 2018 was Renaissance Technologies, an estimated $110M added.
  • The largest Ralph Lauren seller in Q4 2018 was Bank of New York Mellon, an estimated $281M sold.

Based on aggregated 13F filings for Q4 2018.