lululemon athletica
LULU
1,189 hedge funds and large institutions have $41.3B invested in lululemon athletica in 2024 Q1 according to their latest regulatory filings, with 139 funds opening new positions, 471 increasing their positions, 404 reducing their positions, and 165 closing their positions.
17% more repeat investments, than reductions
Existing positions increased: 471 | Existing positions reduced: 404
3.29% less ownership
Funds ownership: 90.73% → 87.44% (-3.3%)
3% less funds holding
Funds holding: 1,230 → 1,189 (-41)
16% less first-time investments, than exits
New positions opened: 139 | Existing positions closed: 165
23% less call options, than puts
Call options by funds: $2.29B | Put options by funds: $2.97B
27% less capital invested
Capital invested by funds: $56.1B → $41.3B (-$14.9B)
57% less funds holding in top 10
Funds holding in top 10: 23 → 10 (-13)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$468M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
+$273M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$232M |
| 4 |
Franklin Resources
San Mateo,
California
|
+$232M |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$203M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$933M |
| 2 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$389M |
| 3 |
Jennison Associates
New York
|
-$278M |
| 4 |
D.E. Shaw & Co
New York
|
-$264M |
| 5 |
Capital World Investors
Los Angeles,
California
|
-$262M |
LULU Hedge Fund Activity: Q1 2024 in Review
1,189 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in lululemon athletica (LULU) for Q1 2024, worth a combined $41.3B — down 27% from $56.1B a quarter earlier.
Sellers outnumbered buyers: 165 funds closed out of LULU and 139 opened new positions — a net loss of 26 holders — while 404 trimmed existing stakes and 471 added.
The largest buyer was Arrowstreet Capital, adding an estimated $468M. The largest seller was Morgan Stanley, cutting an estimated $933M.
- 1,189 institutional investors held lululemon athletica (LULU) as of Q1 2024, down from 1,230 in Q4 2023.
- Funds reported $41.3B of lululemon athletica stock for Q1 2024, down 27% quarter-over-quarter.
- 139 funds opened new lululemon athletica positions in Q1 2024 and 165 closed out, a net change of -26 holders.
- The largest lululemon athletica buyer in Q1 2024 was Arrowstreet Capital, an estimated $468M added.
- The largest lululemon athletica seller in Q1 2024 was Morgan Stanley, an estimated $933M sold.
Based on aggregated 13F filings for Q1 2024.