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lululemon athletica
LULU

1,230 hedge funds and large institutions have $56.1B invested in lululemon athletica in 2023 Q4 according to their latest regulatory filings, with 263 funds opening new positions, 426 increasing their positions, 377 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more first-time investments, than exits

New positions opened: 263 | Existing positions closed: 104

37% more capital invested

Capital invested by funds: $40.9B → $56.1B (+$15.3B)

13% more funds holding

Funds holding: 1,085 → 1,230 (+145)

13% more repeat investments, than reductions

Existing positions increased: 426 | Existing positions reduced: 377

5% more funds holding in top 10

Funds holding in top 10: 22 → 23 (+1)

3.73% more ownership

Funds ownership: 87% → 90.73% (+3.7%)

20% less call options, than puts

Call options by funds: $2.9B | Put options by funds: $3.62B

Holders
1,230
Holders Change
+145
Holders Change %
+13.36%
% of All Funds
17.93%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.34%
New
263
Increased
426
Reduced
377
Closed
104
Calls
$2.9B
Puts
$3.62B
Net Calls
-$722M
Net Calls Change
-$436M

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.02B
2
State Street
State Street
Massachusetts
+$937M
3
Morgan Stanley
Morgan Stanley
New York
+$905M
4
BlackRock
BlackRock
New York
+$591M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$395M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$415M
2
Jennison Associates
Jennison Associates
New York
-$362M
3
Viking Global Investors
Viking Global Investors
Connecticut
-$299M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$249M
5
Artisan Partners
Artisan Partners
Wisconsin
-$230M
Name Holding Trade Value Shares
Change 		Change in
Stake
BGAI
1201
Bruce G. Allen Investments
Colorado
$2.56K +$2.16K +5 New
CAS
1202
Coppell Advisory Solutions
Texas
$2.56K +$2.16K +5 New
AWM
1203
Atticus Wealth Management
Florida
$2.05K – – –
CPG
1204
Cornerstone Planning Group
New Jersey
$2.04K -$864 -2 -33%
HWM
1205
HighMark Wealth Management
Minnesota
$2.04K -$432 -1 -20%
WTC
1206
WhitTier Trust Company
Nevada
$2.04K – – –
PWA
1207
Provenance Wealth Advisors
Florida
$2.04K +$1.73K +4 New
RFG
1208
REAP Financial Group
Texas
$2.04K +$1.73K +4 New
CAL
1209
Capital Analysts LLC
Pennsylvania
$2K – – –
RFG
1210
RFP Financial Group
Georgia
$1.65K – – –
DF
1211
DecisionPoint Financial
Arizona
$1.53K – – –
AGWCA
1212
Annis Gardner Whiting Capital Advisors
Florida
$1.53K +$1.3K +3 New
PI
1213
PEAK6 Investments
Illinois
$1.33K +$432 +1 +50%
PS
1214
PayPay Securities
Japan
$1.17K – – –
AFG
1215
Albion Financial Group
Utah
$1.02K – – –
CP
1216
Castleview Partners
Texas
$1.02K – – –
PA
1217
PSI Advisors
Florida
$1.02K – – –
CIA
1218
Cape Investment Advisory
Georgia
$1.02K +$864 +2 New
HGA
1219
Hobbs Group Advisors
South Carolina
$1.02K +$864 +2 New
TVAMP
1220
Tennessee Valley Asset Management Partners
Tennessee
$1.02K +$864 +2 New
MFA
1221
McClarren Financial Advisors
Pennsylvania
$1K – – –
VF
1222
VitalStone Financial
Texas
$1K – – –
AAP
1223
Arax Advisory Partners
Colorado
$512 – – –
TCM
1224
Tradewinds Capital Management
Washington
$512 – – –
TWP
1225
TFO Wealth Partners
Ohio
$511 -$432 -1 -50%
47 48
49
50 51

LULU Hedge Fund Activity: Q4 2023 in Review

1,230 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in lululemon athletica (LULU) for Q4 2023, worth a combined $56.1B — up 37% from $40.9B a quarter earlier.

Buyers outnumbered sellers: 263 funds opened new LULU positions and 104 closed out — a net gain of 159 holders — while 426 added to existing stakes and 377 trimmed.

The largest buyer was Vanguard Group, adding an estimated $1.02B. The largest seller was T. Rowe Price Associates, cutting an estimated $415M.

  • 1,230 institutional investors held lululemon athletica (LULU) as of Q4 2023, up from 1,085 in Q3 2023.
  • Funds reported $56.1B of lululemon athletica stock for Q4 2023, up 37% quarter-over-quarter.
  • 263 funds opened new lululemon athletica positions in Q4 2023 and 104 closed out, a net change of +159 holders.
  • The largest lululemon athletica buyer in Q4 2023 was Vanguard Group, an estimated $1.02B added.
  • The largest lululemon athletica seller in Q4 2023 was T. Rowe Price Associates, an estimated $415M sold.

Based on aggregated 13F filings for Q4 2023.