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lululemon athletica

976 hedge funds and large institutions have $29.3B invested in lululemon athletica in 2022 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 377 increasing their positions, 323 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more call options, than puts

Call options by funds: $2.07B | Put options by funds: $1.11B

27% more funds holding in top 10

Funds holding in top 10: 1519 (+4)

23% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 81

17% more repeat investments, than reductions

Existing positions increased: 377 | Existing positions reduced: 323

1.4% more ownership

Funds ownership: 84.58%85.98% (+1.4%)

4% more capital invested

Capital invested by funds: $28.1B → $29.3B (+$1.23B)

0% more funds holding

Funds holding: 972976 (+4)

Holders
976
Holders Change
+4
Holders Change %
+0.41%
% of All Funds
16.81%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.33%
New
100
Increased
377
Reduced
323
Closed
81
Calls
$2.07B
Puts
$1.11B
Net Calls
+$954M
Net Calls Change
+$547M
Name Holding Trade Value Shares
Change
Change in
Stake
BDF
676
Balasa Dinverno & Foltz
$332K -$13.6K -44 -4%
QC
677
Quent Capital
New York
$332K +$7.75K +25 +2%
KWM
678
Kolinsky Wealth Management
New Jersey
$331K -$4.03K -13 -1%
PA
679
Planning Alternatives
Michigan
$328K -$31.9K -103 -8%
PWPS
680
Pinnacle Wealth Planning Services
Ohio
$328K +$59.8K +193 +20%
EI
681
Ellevest Inc
New York
$326K -$96.7K -312 -21%
DAS
682
Dynamic Advisor Solutions
Arizona
$325K +$17.1K +55 +5%
MGP
683
Metis Global Partners
California
$325K +$72.6K +234 +25%
USCWA
684
U.S. Capital Wealth Advisors
Texas
$324K -$46.5K -150 -11%
BS
685
Boenning & Scattergood
Pennsylvania
$322K
LWA
686
Lineweaver Wealth Advisors
Ohio
$317K -$19.8K -64 -5%
IAA
687
Independent Advisor Alliance
North Carolina
$316K +$25.7K +83 +8%
CTC
688
Central Trust Company
Missouri
$315K +$60.5K +195 +21%
RJT
689
Raymond James Trust
Florida
$314K -$10.2K -33 -3%
FMAEN1
690
Fund Management at Engine No 1
California
$312K -$18.6K -60 -5%
CS
691
Comerica Securities
Michigan
$312K +$1.24K +4 +0.4%
DGAM
692
Desjardins Global Asset Management
Quebec, Canada
$311K +$81.9K +264 +31%
SW
693
SkyOak Wealth
Michigan
$308K -$141K -456 -29%
SCP
694
Silverleafe Capital Partners
Tennessee
$308K
IWC
695
Integrated Wealth Concepts
Massachusetts
$306K -$267K -861 -44%
YC
696
Yarbrough Capital
Tennessee
$304K
CWM
697
Connecticut Wealth Management
Connecticut
$304K +$108K +347 +47%
MIM
698
Marco Investment Management
Georgia
$301K
NWMG
699
National Wealth Management Group
Ohio
$298K +$331K +1,066 New
EWM
700
EPG Wealth Management
Georgia
$296K +$14.6K +47 +5%

LULU Hedge Fund Activity: Q3 2022 in Review

976 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in lululemon athletica (LULU) for Q3 2022, worth a combined $29.3B — up 4.4% from $28.1B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new LULU positions and 81 closed out — a net gain of 19 holders — while 377 added to existing stakes and 323 trimmed.

The largest buyer was VOYA Investment Management, adding an estimated $166M. The largest seller was T. Rowe Price Associates, cutting an estimated $617M.

  • 976 institutional investors held lululemon athletica (LULU) as of Q3 2022, up from 972 in Q2 2022.
  • Funds reported $29.3B of lululemon athletica stock for Q3 2022, up 4.4% quarter-over-quarter.
  • 100 funds opened new lululemon athletica positions in Q3 2022 and 81 closed out, a net change of +19 holders.
  • The largest lululemon athletica buyer in Q3 2022 was VOYA Investment Management, an estimated $166M added.
  • The largest lululemon athletica seller in Q3 2022 was T. Rowe Price Associates, an estimated $617M sold.

Based on aggregated 13F filings for Q3 2022.