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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.02B |
| 2 |
State Street
Boston,
Massachusetts
|
+$937M |
| 3 |
Morgan Stanley
New York
|
+$905M |
| 4 |
BlackRock
New York
|
+$591M |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$395M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$415M |
| 2 |
Jennison Associates
New York
|
-$362M |
| 3 |
Viking Global Investors
Stamford,
Connecticut
|
-$299M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$249M |
| 5 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$230M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RDIA
1326
RE Dickinson Investment Advisors
Council Bluffs,
Iowa
| – | -$10K | -25 | Closed |
|
|
AWM
1327
Activest Wealth Management
Aventure,
Florida
| – | -$8.64K | -20 | Closed |
|
|
MAM
1328
Marquette Asset Management
Minneapolis,
Minnesota
| – | -$6.94K | -18 | Closed |
|
|
SCA
1329
Stonebridge Capital Advisors
St Paul,
Minnesota
| – | -$5.78K | -15 | Closed |
|
|
CAM
1330
Chesapeake Asset Management
New York
| – | -$4.24K | -11 | Closed |
|
|
WTG
1331
West Tower Group
Richmond,
Virginia
| – | -$4.24K | -11 | Closed |
|
|
RCG
1332
Rock Creek Group
Washington,
District of Columbia
| – | -$3.86K | -10 | Closed |
|
|
MA
1333
MCF Advisors
Covington,
Kentucky
| – | -$3.47K | -9 | Closed |
|
1334
Legacy Financial Group (Iowa)
Des Moines,
Iowa
| – | -$2.31K | -6 | Closed |
|
|
IRC
1335
Investors Research Corp
Atlanta,
Georgia
| – | -$1.54K | -4 | Closed |
|
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.