Estee Lauder
524 hedge funds and large institutions have $16.1B invested in Estee Lauder in 2014 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 181 increasing their positions, 195 reducing their positions, and 48 closing their positions.
35% more first-time investments, than exits
New positions opened: 65 | Existing positions closed: 48
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
1% more funds holding
Funds holding: 517 → 524 (+7)
3% more call options, than puts
Call options by funds: $95.5M | Put options by funds: $93M
2% more capital invested
Capital invested by funds: $15.7B → $16.1B (+$359M)
0.93% more ownership
Funds ownership: 90.44% → 91.37% (+0.93%)
7% less repeat investments, than reductions
Existing positions increased: 181 | Existing positions reduced: 195
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$209M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$173M |
| 3 |
ARC
Absolute Return Capital
Boston,
Massachusetts
|
+$63.6M |
| 4 |
CC
Carlson Capital
Dallas,
Texas
|
+$62M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$53.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VOYA Investment Management
Atlanta,
Georgia
|
-$164M |
| 2 |
Goldman Sachs
New York
|
-$104M |
| 3 |
MC
Montag & Caldwell
Atlanta,
Georgia
|
-$81.1M |
| 4 |
CCI
Columbus Circle Investors
|
-$58.5M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$53.9M |
EL Hedge Fund Activity: Q4 2014 in Review
524 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Estee Lauder (EL) for Q4 2014, worth a combined $16.1B — up 2.3% from $15.7B a quarter earlier.
Buyers outnumbered sellers: 65 funds opened new EL positions and 48 closed out — a net gain of 17 holders — while 181 added to existing stakes and 195 trimmed.
The largest buyer was Bank of New York Mellon, adding an estimated $209M. The largest seller was VOYA Investment Management, cutting an estimated $164M.
- 524 institutional investors held Estee Lauder (EL) as of Q4 2014, up from 517 in Q3 2014.
- Funds reported $16.1B of Estee Lauder stock for Q4 2014, up 2.3% quarter-over-quarter.
- 65 funds opened new Estee Lauder positions in Q4 2014 and 48 closed out, a net change of +17 holders.
- The largest Estee Lauder buyer in Q4 2014 was Bank of New York Mellon, an estimated $209M added.
- The largest Estee Lauder seller in Q4 2014 was VOYA Investment Management, an estimated $164M sold.
Based on aggregated 13F filings for Q4 2014.