We are live on ! Find out more
EL icon

Estee Lauder

517 hedge funds and large institutions have $15.7B invested in Estee Lauder in 2014 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 161 increasing their positions, 241 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

39% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 28

26% more call options, than puts

Call options by funds: $115M | Put options by funds: $91.2M

1% more funds holding

Funds holding: 514517 (+3)

0.16% less ownership

Funds ownership: 90.6%90.44% (-0.16%)

2% less capital invested

Capital invested by funds: $16.1B → $15.7B (-$323M)

33% less repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 241

Holders
517
Holders Change
+3
Holders Change %
+0.58%
% of All Funds
15%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.12%
New
39
Increased
161
Reduced
241
Closed
28
Calls
$115M
Puts
$91.2M
Net Calls
+$23.4M
Net Calls Change
-$7.25M
Name Holding Trade Value Shares
Change
Change in
Stake
LMGAM
276
Liberty Mutual Group Asset Management
Massachusetts
$1.98M -$162K -2,152 -8%
MA
277
MUFG Americas
New York
$1.97M -$3.76K -50 -0.2%
ONB
278
Old National Bancorp
Indiana
$1.93M +$245K +3,258 +14%
Luther King Capital Management (LKCM)
279
Luther King Capital Management (LKCM)
Texas
$1.93M -$74.5K -990 -4%
RNS
280
Robert N. Shapiro
$1.92M -$33.8K -449 -2%
BKBG
281
BHF Kleinwort Benson Group
Belgium
$1.92M +$37.6K +500 +2%
AC
282
Alleghany Corporation
New York
$1.87M
SF
283
Synovus Financial
Georgia
$1.85M +$18.4K +245 +1%
SMDAM
284
Sumitomo Mitsui DS Asset Management
Japan
$1.84M -$237K -3,146 -11%
AIM
285
Artemis Investment Management
United Kingdom
$1.73M +$1.74M +23,101 New
B
286
Baird
Wisconsin
$1.71M +$44K +585 +3%
SI
287
Stephens Inc
Arkansas
$1.7M +$156K +2,069 +10%
K
288
Kemper
Illinois
$1.6M
HT
289
HAP Trading
New York
$1.59M +$1.6M +21,270 New
GE
290
General Electric
Ohio
$1.58M
AW
291
ACG Wealth
Georgia
$1.53M -$2.53M -33,571 -62%
KCMRT
292
Kemper Corp Master Retirement Trust
Illinois
$1.49M
SAM
293
Securian Asset Management
Minnesota
$1.49M -$188K -2,505 -11%
N
294
Nuveen
North Carolina
$1.48M
WBC
295
Westpac Banking Corp
Australia
$1.46M +$33.6K +446 +2%
LPL Financial
296
LPL Financial
California
$1.44M -$17.9K -238 -1%
Stifel Financial
297
Stifel Financial
Missouri
$1.44M +$463K +6,148 +47%
V
298
Veritable
Delaware
$1.4M +$4.14K +55 +0.3%
LCM
299
Liberty Capital Management
Michigan
$1.38M
AI
300
Analytic Investors
California
$1.35M +$119K +1,587 +10%

EL Hedge Fund Activity: Q3 2014 in Review

517 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Estee Lauder (EL) for Q3 2014, worth a combined $15.7B — down 2% from $16.1B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new EL positions and 28 closed out — a net gain of 11 holders — while 161 added to existing stakes and 241 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $120M. The largest seller was Norges Bank, cutting an estimated $167M.

  • 517 institutional investors held Estee Lauder (EL) as of Q3 2014, up from 514 in Q2 2014.
  • Funds reported $15.7B of Estee Lauder stock for Q3 2014, down 2% quarter-over-quarter.
  • 39 funds opened new Estee Lauder positions in Q3 2014 and 28 closed out, a net change of +11 holders.
  • The largest Estee Lauder buyer in Q3 2014 was Deutsche Bank, an estimated $120M added.
  • The largest Estee Lauder seller in Q3 2014 was Norges Bank, an estimated $167M sold.

Based on aggregated 13F filings for Q3 2014.