Estee Lauder
649 hedge funds and large institutions have $16.9B invested in Estee Lauder in 2017 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 233 increasing their positions, 250 reducing their positions, and 53 closing their positions.
70% more first-time investments, than exits
New positions opened: 90 | Existing positions closed: 53
38% more funds holding in top 10
Funds holding in top 10: 8 → 11 (+3)
11% more capital invested
Capital invested by funds: $15.3B → $16.9B (+$1.64B)
4% more funds holding
Funds holding: 622 → 649 (+27)
0.02% more ownership
Funds ownership: 89.88% → 89.9% (+0.02%)
7% less repeat investments, than reductions
Existing positions increased: 233 | Existing positions reduced: 250
40% less call options, than puts
Call options by funds: $65.4M | Put options by funds: $108M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$1.06B |
| 2 |
SAM
Scopus Asset Management
New York
|
+$120M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
+$93.9M |
| 4 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$74.3M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$72.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$251M |
| 2 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$145M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
-$139M |
| 4 |
Renaissance Technologies
New York
|
-$133M |
| 5 |
Brown Advisory
Baltimore,
Maryland
|
-$80.8M |
EL Hedge Fund Activity: Q1 2017 in Review
649 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Estee Lauder (EL) for Q1 2017, worth a combined $16.9B — up 11% from $15.3B a quarter earlier.
Buyers outnumbered sellers: 90 funds opened new EL positions and 53 closed out — a net gain of 37 holders — while 233 added to existing stakes and 250 trimmed.
The largest buyer was BlackRock, adding an estimated $1.06B. The largest seller was Fidelity Investments, cutting an estimated $251M.
- 649 institutional investors held Estee Lauder (EL) as of Q1 2017, up from 622 in Q4 2016.
- Funds reported $16.9B of Estee Lauder stock for Q1 2017, up 11% quarter-over-quarter.
- 90 funds opened new Estee Lauder positions in Q1 2017 and 53 closed out, a net change of +37 holders.
- The largest Estee Lauder buyer in Q1 2017 was BlackRock, an estimated $1.06B added.
- The largest Estee Lauder seller in Q1 2017 was Fidelity Investments, an estimated $251M sold.
Based on aggregated 13F filings for Q1 2017.