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lululemon athletica

1,080 hedge funds and large institutions have $27B invested in lululemon athletica in 2024 Q3 according to their latest regulatory filings, with 152 funds opening new positions, 391 increasing their positions, 403 reducing their positions, and 138 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 410 (+6)

10% more first-time investments, than exits

New positions opened: 152 | Existing positions closed: 138

1% more funds holding

Funds holding: 1,0741,080 (+6)

3% less repeat investments, than reductions

Existing positions increased: 391 | Existing positions reduced: 403

8% less call options, than puts

Call options by funds: $2.26B | Put options by funds: $2.47B

6.1% less ownership

Funds ownership: 91.37%85.27% (-6.1%)

14% less capital invested

Capital invested by funds: $31.3B → $27B (-$4.34B)

Holders
1,080
Holders Change
+6
Holders Change %
+0.56%
% of All Funds
15.51%
Holding in Top 10
10
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+150%
% of All Funds
0.14%
New
152
Increased
391
Reduced
403
Closed
138
Calls
$2.26B
Puts
$2.47B
Net Calls
-$208M
Net Calls Change
+$318M
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
876
Cape Investment Advisory
Georgia
$86.8K +$84.9K +320 New
CWM
877
Compass Wealth Management
Connecticut
$85.5K -$26.3K -99 -24%
CPBTD
878
Central Pacific Bank - Trust Division
Hawaii
$82.8K -$318K -1,198 -80%
WIM
879
Westside Investment Management
California
$81.4K +$71.7K +270 +900%
AA
880
Alta Advisers
United Kingdom
$81.4K
CAL
881
Capital Advisors Ltd
Ohio
$81K +$531 +2 +0.7%
PPA
882
Painted Porch Advisors
California
$75.7K +$73.8K +278 +27,800%
MHR
883
Matthew Hamilton Rosenberg
$75.4K
TFA
884
Transamerica Financial Advisors
Florida
$74K +$68.5K +258 +1,985%
CT
885
Coastline Trust
Rhode Island
$73.3K -$138K -520 -66%
UCB
886
United Community Bank
South Carolina
$70.6K -$9.29K -35 -12%
RA
887
Rise Advisors
New York
$69.7K
OP
888
ORG Partners
Indiana
$69.2K -$68.7K -259 -50%
PP
889
Pacifica Partners
Canada
$69.2K +$2.65K +10 +4%
CFO
890
CVA Family Office
Colorado
$69.2K +$31K +117 +85%
LWANC
891
Laurel Wealth Advisors (North Carolina)
North Carolina
$67.8K -$74.6K -281 -53%
AWM
892
Avondale Wealth Management
Texas
$67.8K +$66.3K +250 New
MIM
893
Manitou Investment Management
Ontario, Canada
$66.5K
KFI
894
Key Financial Inc
Pennsylvania
$65.9K
WBC
895
West Branch Capital
Massachusetts
$65K
YDMI
896
Y.D. More Investments
Israel
$64.6K -$280K -1,055 -82%
ADL
897
Asset Dedication LLC
California
$64K +$50.2K +189 +402%
SAM
898
Smartleaf Asset Management
Massachusetts
$63K +$26K +98 +77%
BCWM
899
Bartlett & Co Wealth Management
Ohio
$61.1K
LWCFA
900
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$59.8K -$7.96K -30 -13%

LULU Hedge Fund Activity: Q3 2024 in Review

1,080 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in lululemon athletica (LULU) for Q3 2024, worth a combined $27B — down 14% from $31.3B a quarter earlier.

Buyers outnumbered sellers: 152 funds opened new LULU positions and 138 closed out — a net gain of 14 holders — while 391 added to existing stakes and 403 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $443M. The largest seller was Fidelity Investments, cutting an estimated $1.91B.

  • 1,080 institutional investors held lululemon athletica (LULU) as of Q3 2024, up from 1,074 in Q2 2024.
  • Funds reported $27B of lululemon athletica stock for Q3 2024, down 14% quarter-over-quarter.
  • 152 funds opened new lululemon athletica positions in Q3 2024 and 138 closed out, a net change of +14 holders.
  • The largest lululemon athletica buyer in Q3 2024 was T. Rowe Price Associates, an estimated $443M added.
  • The largest lululemon athletica seller in Q3 2024 was Fidelity Investments, an estimated $1.91B sold.

Based on aggregated 13F filings for Q3 2024.