lululemon athletica
LULU
1,060 hedge funds and large institutions have $34.3B invested in lululemon athletica in 2022 Q4 according to their latest regulatory filings, with 176 funds opening new positions, 342 increasing their positions, 383 reducing their positions, and 73 closing their positions.
141% more first-time investments, than exits
New positions opened: 176 | Existing positions closed: 73
16% more capital invested
Capital invested by funds: $29.5B → $34.3B (+$4.82B)
9% more funds holding
Funds holding: 976 → 1,060 (+84)
1.7% more ownership
Funds ownership: 85.96% → 87.65% (+1.7%)
0% more funds holding in top 10
Funds holding in top 10: 19 → 19 (0)
7% less call options, than puts
Call options by funds: $1.3B | Put options by funds: $1.41B
11% less repeat investments, than reductions
Existing positions increased: 342 | Existing positions reduced: 383
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Edgewood Management
Greenwich,
Connecticut
|
+$846M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$147M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$121M |
| 4 |
SSA
Schonfeld Strategic Advisors
New York
|
+$118M |
| 5 |
BlackRock
New York
|
+$118M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WCM Investment Management
Laguna Beach,
California
|
-$515M |
| 2 |
D.E. Shaw & Co
New York
|
-$220M |
| 3 |
Jennison Associates
New York
|
-$184M |
| 4 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$103M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
-$82.2M |
LULU Hedge Fund Activity: Q4 2022 in Review
1,060 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in lululemon athletica (LULU) for Q4 2022, worth a combined $34.3B — up 16% from $29.5B a quarter earlier.
Buyers outnumbered sellers: 176 funds opened new LULU positions and 73 closed out — a net gain of 103 holders — while 342 added to existing stakes and 383 trimmed.
The largest buyer was Edgewood Management, opening a new position worth an estimated $846M. The largest seller was WCM Investment Management, cutting an estimated $515M.
- 1,060 institutional investors held lululemon athletica (LULU) as of Q4 2022, up from 976 in Q3 2022.
- Funds reported $34.3B of lululemon athletica stock for Q4 2022, up 16% quarter-over-quarter.
- 176 funds opened new lululemon athletica positions in Q4 2022 and 73 closed out, a net change of +103 holders.
- The largest lululemon athletica buyer in Q4 2022 was Edgewood Management, an estimated $846M added.
- The largest lululemon athletica seller in Q4 2022 was WCM Investment Management, an estimated $515M sold.
Based on aggregated 13F filings for Q4 2022.