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lululemon athletica
LULU

1,073 hedge funds and large institutions have $31.3B invested in lululemon athletica in 2024 Q2 according to their latest regulatory filings, with 126 funds opening new positions, 462 increasing their positions, 360 reducing their positions, and 228 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 462 | Existing positions reduced: 360

3.93% more ownership

Funds ownership: 87.44% → 91.37% (+3.9%)

10% less funds holding

Funds holding: 1,189 → 1,073 (-116)

22% less call options, than puts

Call options by funds: $1.85B | Put options by funds: $2.37B

24% less capital invested

Capital invested by funds: $41.3B → $31.3B (-$9.92B)

45% less first-time investments, than exits

New positions opened: 126 | Existing positions closed: 228

60% less funds holding in top 10

Funds holding in top 10: 10 → 4 (-6)

Holders
1,073
Holders Change
-116
Holders Change %
-9.76%
% of All Funds
15.5%
Holding in Top 10
4
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-60%
% of All Funds
0.06%
New
126
Increased
462
Reduced
360
Closed
228
Calls
$1.85B
Puts
$2.37B
Net Calls
-$526M
Net Calls Change
+$153M

Top Buyers

Rank Fund Capital Flow
1
VSAM
Value Star Asset Management
Hong Kong
+$1.55B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$633M
3
Flossbach Von Storch
Flossbach Von Storch
Germany
+$348M
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$233M
5
Invesco
Invesco
Georgia
+$178M

Top Sellers

Rank Fund Capital Flow
1
Jennison Associates
Jennison Associates
New York
-$1.11B
2
AllianceBernstein
AllianceBernstein
Tennessee
-$288M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$281M
4
DZ Bank
DZ Bank
Germany
-$260M
5
William Blair Investment Management
William Blair Investment Management
Illinois
-$210M
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1001
Mascoma Wealth Management
New Hampshire
$6.87K – – –
SIS
1002
Sound Income Strategies
Florida
$6.27K – – –
SC
1003
Stephens Consulting
Michigan
$6.27K – – –
BLC
1004
Brown, Lisle/Cummings
Rhode Island
$6.27K +$7.02K +21 New
AW
1005
Avion Wealth
Texas
$6K +$5.01K +15 +214%
AWM
1006
Abound Wealth Management
Tennessee
$5.97K -$2.01K -6 -23%
CHC
1007
City Holding Co
West Virginia
$5.97K +$6.69K +20 New
CAM
1008
Creekmur Asset Management
Illinois
$5.67K – – –
PWMG
1009
Prestige Wealth Management Group
New Jersey
$5.08K +$334 +1 +6%
SSG
1010
Summit Securities Group
New York
$5K +$5.35K +16 New
RFG
1011
RFP Financial Group
Georgia
$4.85K +$2.67K +8 +100%
S
1012
Sachetta
Massachusetts
$4.1K -$4.01K -12 -43%
BMC
1013
Bear Mountain Capital
Washington
$4.08K -$6.69K -20 -59%
MCM
1014
Manchester Capital Management
Vermont
$4.05K -$4.35K -13 -48%
TFA
1015
Transamerica Financial Advisors
Florida
$4K – – –
RTL
1016
Red Tortoise LLC
Georgia
$3.88K – – –
TAM
1017
Tucker Asset Management
Colorado
$3.88K – – –
MIM
1018
Macroview Investment Management
Maryland
$3.58K – – –
CTC
1019
Cetera Trust Company
Minnesota
$3.58K – – –
CP
1020
Castleview Partners
Texas
$3.58K +$3.34K +10 +500%
ECM
1021
Estabrook Capital Management
New York
$3.58K +$4.01K +12 New
VWA
1022
Valued Wealth Advisors
Utah
$2.99K -$2.34K -7 -41%
CWA
1023
Carolina Wealth Advisors
South Carolina
$2.99K – – –
JGIA
1024
Jackson Grant Investment Advisers
Connecticut
$2.99K – – –
SN
1025
Sittner & Nelson
Oregon
$2.99K – – –
39 40
41
42 43

LULU Hedge Fund Activity: Q2 2024 in Review

1,073 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in lululemon athletica (LULU) for Q2 2024, worth a combined $31.3B — down 24% from $41.3B a quarter earlier.

Sellers outnumbered buyers: 228 funds closed out of LULU and 126 opened new positions — a net loss of 102 holders — while 360 trimmed existing stakes and 462 added.

The largest buyer was Value Star Asset Management, adding an estimated $1.55B. The largest seller was Jennison Associates, cutting an estimated $1.11B.

  • 1,073 institutional investors held lululemon athletica (LULU) as of Q2 2024, down from 1,189 in Q1 2024.
  • Funds reported $31.3B of lululemon athletica stock for Q2 2024, down 24% quarter-over-quarter.
  • 126 funds opened new lululemon athletica positions in Q2 2024 and 228 closed out, a net change of -102 holders.
  • The largest lululemon athletica buyer in Q2 2024 was Value Star Asset Management, an estimated $1.55B added.
  • The largest lululemon athletica seller in Q2 2024 was Jennison Associates, an estimated $1.11B sold.

Based on aggregated 13F filings for Q2 2024.