Estee Lauder
1,058 hedge funds and large institutions have $32B invested in Estee Lauder in 2024 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 424 increasing their positions, 349 reducing their positions, and 94 closing their positions.
38% more first-time investments, than exits
New positions opened: 130 | Existing positions closed: 94
21% more repeat investments, than reductions
Existing positions increased: 424 | Existing positions reduced: 349
17% more funds holding in top 10
Funds holding in top 10: 12 → 14 (+2)
2% more funds holding
Funds holding: 1,034 → 1,058 (+24)
4% more capital invested
Capital invested by funds: $30.7B → $32B (+$1.29B)
1.45% less ownership
Funds ownership: 90.37% → 88.93% (-1.4%)
24% less call options, than puts
Call options by funds: $963M | Put options by funds: $1.27B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jennison Associates
New York
|
+$268M |
| 2 |
Goldman Sachs
New York
|
+$190M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$177M |
| 4 |
Holocene Advisors
New York
|
+$126M |
| 5 |
AC
AKO Capital
London,
United Kingdom
|
+$119M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$583M |
| 2 |
Capital International Investors
Los Angeles,
California
|
-$424M |
| 3 |
Ninety One (UK)
London,
United Kingdom
|
-$387M |
| 4 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
-$225M |
| 5 |
MU
Mirova US
Boston,
Massachusetts
|
-$98.7M |
EL Hedge Fund Activity: Q1 2024 in Review
1,058 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Estee Lauder (EL) for Q1 2024, worth a combined $32B — up 4.2% from $30.7B a quarter earlier.
Buyers outnumbered sellers: 130 funds opened new EL positions and 94 closed out — a net gain of 36 holders — while 424 added to existing stakes and 349 trimmed.
The largest buyer was Jennison Associates, opening a new position worth an estimated $268M. The largest seller was Morgan Stanley, cutting an estimated $583M.
- 1,058 institutional investors held Estee Lauder (EL) as of Q1 2024, up from 1,034 in Q4 2023.
- Funds reported $32B of Estee Lauder stock for Q1 2024, up 4.2% quarter-over-quarter.
- 130 funds opened new Estee Lauder positions in Q1 2024 and 94 closed out, a net change of +36 holders.
- The largest Estee Lauder buyer in Q1 2024 was Jennison Associates, an estimated $268M added.
- The largest Estee Lauder seller in Q1 2024 was Morgan Stanley, an estimated $583M sold.
Based on aggregated 13F filings for Q1 2024.