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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
BWL
926
Bogart Wealth LLC
Virginia
$6K
SIS
927
Sound Income Strategies
Florida
$6K
TCWA
928
Ten Capital Wealth Advisors
Washington
$6K
TSW
929
Thompson Siegel & Walmsley
Virginia
$6K
MS
930
Mizuho Securities
Japan
$6K +$310 +1 +5%
SIC
931
SJS Investment Consulting
Ohio
$6K +$6.51K +21 New
BBPWM
932
Blue Bell Private Wealth Management
Pennsylvania
$5K -$930 -3 -14%
HWMA
933
Heritage Wealth Management (Arizona)
Arizona
$5K
BFEC
934
Benjamin F. Edwards & Company
Missouri
$4K -$92.4K -298 -95%
SCA
935
Stonebridge Capital Advisors
Minnesota
$4K
ADL
936
Asset Dedication LLC
California
$4K +$4.65K +15 New
FGAM
937
Financial Gravity Asset Management
Texas
$3.26K +$1.48M +4,760 New
PWMG
938
Prestige Wealth Management Group
New Jersey
$3K -$930 -3 -21%
CWA
939
Carolina Wealth Advisors
South Carolina
$3K
FCMT
940
Founders Capital Management (Texas)
Texas
$3K
HNWAG
941
High Net Worth Advisory Group
Florida
$3K
ME
942
McIlrath & Eck
Washington
$3K
SN
943
Sittner & Nelson
Oregon
$3K
TFA
944
Transamerica Financial Advisors
Florida
$3K
DCM
945
Davidson Capital Management
Texas
$3K +$620 +2 +20%
DI
946
Disciplined Investments
Oklahoma
$3K +$620 +2 +29%
CAL
947
Capital Advisors Ltd
Ohio
$3K +$1.55K +5 +71%
HGERS
948
Householder Group Estate & Retirement Specialist
Arizona
$3K +$3.72K +12 New
RCM
949
Raleigh Capital Management
North Carolina
$3K +$3.72K +12 New
SWA
950
Sutton Wealth Advisors
Florida
$2.52K

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.