Estee Lauder
880 hedge funds and large institutions have $32.9B invested in Estee Lauder in 2019 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 322 increasing their positions, 328 reducing their positions, and 57 closing their positions.
111% more first-time investments, than exits
New positions opened: 120 | Existing positions closed: 57
41% more funds holding in top 10
Funds holding in top 10: 17 → 24 (+7)
31% more capital invested
Capital invested by funds: $25.2B → $32.9B (+$7.69B)
6% more funds holding
Funds holding: 827 → 880 (+53)
2.64% more ownership
Funds ownership: 88.76% → 91.4% (+2.6%)
9% more call options, than puts
Call options by funds: $222M | Put options by funds: $203M
2% less repeat investments, than reductions
Existing positions increased: 322 | Existing positions reduced: 328
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Edgewood Management
Greenwich,
Connecticut
|
+$444M |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$257M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$253M |
| 4 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
+$143M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$117M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JIM
Jupiter Investment Management
London,
United Kingdom
|
-$165M |
| 2 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$125M |
| 3 |
Janus Henderson Group
London,
United Kingdom
|
-$123M |
| 4 |
APG Asset Management
Amsterdam,
Netherlands
|
-$114M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$112M |
EL Hedge Fund Activity: Q1 2019 in Review
880 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Estee Lauder (EL) for Q1 2019, worth a combined $32.9B — up 31% from $25.2B a quarter earlier.
Buyers outnumbered sellers: 120 funds opened new EL positions and 57 closed out — a net gain of 63 holders — while 322 added to existing stakes and 328 trimmed.
The largest buyer was Edgewood Management, adding an estimated $444M. The largest seller was Jupiter Investment Management, cutting an estimated $165M.
- 880 institutional investors held Estee Lauder (EL) as of Q1 2019, up from 827 in Q4 2018.
- Funds reported $32.9B of Estee Lauder stock for Q1 2019, up 31% quarter-over-quarter.
- 120 funds opened new Estee Lauder positions in Q1 2019 and 57 closed out, a net change of +63 holders.
- The largest Estee Lauder buyer in Q1 2019 was Edgewood Management, an estimated $444M added.
- The largest Estee Lauder seller in Q1 2019 was Jupiter Investment Management, an estimated $165M sold.
Based on aggregated 13F filings for Q1 2019.