lululemon athletica
LULU
1,084 hedge funds and large institutions have $40.2B invested in lululemon athletica in 2023 Q2 according to their latest regulatory filings, with 120 funds opening new positions, 362 increasing their positions, 416 reducing their positions, and 90 closing their positions.
33% more first-time investments, than exits
New positions opened: 120 | Existing positions closed: 90
2% more funds holding
Funds holding: 1,060 → 1,084 (+24)
3% more capital invested
Capital invested by funds: $39B → $40.2B (+$1.18B)
0.34% more ownership
Funds ownership: 86.85% → 87.18% (+0.34%)
13% less repeat investments, than reductions
Existing positions increased: 362 | Existing positions reduced: 416
18% less call options, than puts
Call options by funds: $1.5B | Put options by funds: $1.82B
55% less funds holding in top 10
Funds holding in top 10: 29 → 13 (-16)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$378M |
| 2 |
Jane Street
New York
|
+$207M |
| 3 |
Man Group
London,
United Kingdom
|
+$194M |
| 4 |
Aberdeen Group
Edinburgh,
United Kingdom
|
+$183M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
+$171M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$367M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$304M |
| 3 |
Viking Global Investors
Stamford,
Connecticut
|
-$260M |
| 4 |
Millennium Management
New York
|
-$198M |
| 5 |
Point72 Asset Management
Stamford,
Connecticut
|
-$154M |
LULU Hedge Fund Activity: Q2 2023 in Review
1,084 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in lululemon athletica (LULU) for Q2 2023, worth a combined $40.2B — up 3% from $39B a quarter earlier.
Buyers outnumbered sellers: 120 funds opened new LULU positions and 90 closed out — a net gain of 30 holders — while 362 added to existing stakes and 416 trimmed.
The largest buyer was AllianceBernstein, adding an estimated $378M. The largest seller was T. Rowe Price Associates, cutting an estimated $367M.
- 1,084 institutional investors held lululemon athletica (LULU) as of Q2 2023, up from 1,060 in Q1 2023.
- Funds reported $40.2B of lululemon athletica stock for Q2 2023, up 3% quarter-over-quarter.
- 120 funds opened new lululemon athletica positions in Q2 2023 and 90 closed out, a net change of +30 holders.
- The largest lululemon athletica buyer in Q2 2023 was AllianceBernstein, an estimated $378M added.
- The largest lululemon athletica seller in Q2 2023 was T. Rowe Price Associates, an estimated $367M sold.
Based on aggregated 13F filings for Q2 2023.