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Estee Lauder
EL

1,258 hedge funds and large institutions have $75.5B invested in Estee Lauder in 2021 Q4 according to their latest regulatory filings, with 199 funds opening new positions, 478 increasing their positions, 388 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more call options, than puts

Call options by funds: $2.58B | Put options by funds: $596M

107% more first-time investments, than exits

New positions opened: 199 | Existing positions closed: 96

24% more capital invested

Capital invested by funds: $60.9B → $75.5B (+$14.6B)

23% more repeat investments, than reductions

Existing positions increased: 478 | Existing positions reduced: 388

7% more funds holding

Funds holding: 1,171 → 1,258 (+87)

7% more funds holding in top 10

Funds holding in top 10: 28 → 30 (+2)

1.66% more ownership

Funds ownership: 87.15% → 88.81% (+1.7%)

Holders
1,258
Holders Change
+87
Holders Change %
+7.43%
% of All Funds
19.36%
Holding in Top 10
30
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.14%
% of All Funds
0.46%
New
199
Increased
478
Reduced
388
Closed
96
Calls
$2.58B
Puts
$596M
Net Calls
+$1.99B
Net Calls Change
+$903M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$669M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$287M
3
Brown Advisory
Brown Advisory
Maryland
+$230M
4
DZ Bank
DZ Bank
Germany
+$169M
5
Fundsmith LLP
Fundsmith LLP
United Kingdom
+$113M

Top Sellers

Rank Fund Capital Flow
1
TP
Third Point
New York
-$300M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$127M
3
Goldman Sachs
Goldman Sachs
New York
-$122M
4
Jennison Associates
Jennison Associates
New York
-$111M
5
Wells Fargo
Wells Fargo
California
-$109M
Name Holding Trade Value Shares
Change 		Change in
Stake
BNP Paribas Financial Markets
226
BNP Paribas Financial Markets
France
$22.7M -$10.7M -31,658 -34%
MLL
227
Moody Lynn & Lieberson
Massachusetts
$22.6M +$217K +638 +1%
BG
228
Bahl & Gaynor
Ohio
$22M -$256K -755 -1%
AB
229
Amalgamated Bank
New York
$21.7M +$2.14M +6,309 +12%
HW
230
Hancock Whitney
Mississippi
$21.6M +$7.97M +23,495 +67%
EPC
231
Emerson Point Capital
New York
$21.5M +$19.7M +58,014 New
JIC
232
Joel Isaacson & Co
New York
$21.1M +$262K +773 +1%
ACM
233
Azimuth Capital Management
Michigan
$21M -$357K -1,053 -2%
CA
234
Capitolis Advisors
New York
$20.9M +$19.2M +56,564 New
ADEF
235
Adams Diversified Equity Fund
Maryland
$20.9M – – –
FAF
236
Första AP-fonden
Sweden
$20.9M -$1.22M -3,600 -6%
DLA
237
Douglas Lane & Associates
New York
$20.7M -$1.31M -3,859 -6%
ACA
238
Anchor Capital Advisors
Massachusetts
$20.4M -$669K -1,971 -3%
RS
239
Robeco Schweiz
Switzerland
$20M +$528K +1,555 +3%
FSA
240
Franklin Street Advisors
North Carolina
$19.9M +$141K +416 +0.8%
SW
241
SVB Wealth
Massachusetts
$19.9M +$297K +874 +2%
Simplex Trading
242
Simplex Trading
Illinois
$19.8M +$17M +50,124 +1,548%
UCFA
243
United Capital Financial Advisors
Texas
$19.7M +$3.4M +10,006 +23%
MAM
244
Martingale Asset Management
Massachusetts
$19.4M -$10.5M -30,998 -37%
WT
245
Whittier Trust
California
$19.4M +$234K +690 +1%
BPWM
246
Badgley Phelps Wealth Managers
Washington
$19.3M +$495K +1,458 +3%
Skandinaviska Enskilda Banken (SEB)
247
Skandinaviska Enskilda Banken (SEB)
Sweden
$19.3M +$228K +673 +1%
VLKIM
248
Van Lanschot Kempen Investment Management
Netherlands
$19M +$1.99M +5,850 +13%
MIM
249
MetLife Investment Management
New Jersey
$19M -$402K -1,183 -2%
DnB Asset Management
250
DnB Asset Management
Norway
$18.8M +$6.09M +17,951 +55%
8 9
10
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EL Hedge Fund Activity: Q4 2021 in Review

1,258 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Estee Lauder (EL) for Q4 2021, worth a combined $75.5B — up 24% from $60.9B a quarter earlier.

Buyers outnumbered sellers: 199 funds opened new EL positions and 96 closed out — a net gain of 103 holders — while 478 added to existing stakes and 388 trimmed.

The largest buyer was BlackRock, adding an estimated $669M. The largest seller was Third Point, exiting entirely with an estimated $300M sold.

  • 1,258 institutional investors held Estee Lauder (EL) as of Q4 2021, up from 1,171 in Q3 2021.
  • Funds reported $75.5B of Estee Lauder stock for Q4 2021, up 24% quarter-over-quarter.
  • 199 funds opened new Estee Lauder positions in Q4 2021 and 96 closed out, a net change of +103 holders.
  • The largest Estee Lauder buyer in Q4 2021 was BlackRock, an estimated $669M added.
  • The largest Estee Lauder seller in Q4 2021 was Third Point, an estimated $300M sold.

Based on aggregated 13F filings for Q4 2021.