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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
BCMLT
876
Beacon Capital Management LLC (Tennessee)
Tennessee
$20K -$5.89K -19 -21%
PP
877
Pacifica Partners
Canada
$20K
JWA
878
JFS Wealth Advisors
Pennsylvania
$20K +$6.82K +22 +46%
AWM
879
Atticus Wealth Management
Florida
$18K
OIA
880
Optimum Investment Advisors
Illinois
$18K
LFG
881
Larson Financial Group
Missouri
$18K +$20.2K +65 New
AIC
882
Archer Investment Corporation
Indiana
$16.8K
GWMI
883
Guardian Wealth Management (Illinois)
Illinois
$16K
BIA
884
Bell Investment Advisors
California
$16K +$4.65K +15 +34%
EARNEST Partners
885
EARNEST Partners
Georgia
$15K
CBT
886
Central Bank & Trust
Kentucky
$15K +$620 +2 +4%
SFCL
887
Strengthening Families & Communities LLC
Massachusetts
$15K +$8.37K +27 +96%
AWM
888
Accel Wealth Management
Iowa
$14K
ICM
889
Islay Capital Management
Texas
$14K
IUHSA
890
Itau Unibanco Holding S.A.
Brazil
$13K -$620 -2 -4%
SIC
891
Salem Investment Counselors
North Carolina
$13K -$620 -2 -4%
HWM
892
HighMark Wealth Management
Minnesota
$13K -$310 -1 -2%
BEI
893
Benjamin Edwards Inc
Missouri
$13K
EBA
894
Eagle Bay Advisors
New York
$13K
OA
895
Operose Advisors
Wisconsin
$13K
WT
896
Washington Trust
Rhode Island
$13K
AIP
897
Almanack Investment Partners
Pennsylvania
$13K +$14.3K +46 New
MIM
898
Macroview Investment Management
Maryland
$12K +$9.92K +32 +267%
SBL
899
Sargent Bickham Lagudis
Colorado
$11K -$1.55K -5 -11%
ATC
900
Adirondack Trust Company
New York
$11K

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.