Estee Lauder
631 hedge funds and large institutions have $19.1B invested in Estee Lauder in 2016 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 215 increasing their positions, 262 reducing their positions, and 46 closing their positions.
43% more first-time investments, than exits
New positions opened: 66 | Existing positions closed: 46
29% more funds holding in top 10
Funds holding in top 10: 14 → 18 (+4)
26% more call options, than puts
Call options by funds: $94.2M | Put options by funds: $74.8M
3% more funds holding
Funds holding: 615 → 631 (+16)
3% more capital invested
Capital invested by funds: $18.5B → $19.1B (+$634M)
0.38% less ownership
Funds ownership: 94.35% → 93.97% (-0.38%)
18% less repeat investments, than reductions
Existing positions increased: 215 | Existing positions reduced: 262
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal London Asset Management
United Kingdom
|
+$428M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$56.2M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$38.5M |
| 4 |
Marshall Wace
London,
United Kingdom
|
+$35.6M |
| 5 |
Alyeska Investment Group
Chicago,
Illinois
|
+$33.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$231M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
-$77.2M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$70.1M |
| 4 |
TCIM
TIAA CREF Investment Management
New York
|
-$63.4M |
| 5 |
MC
Montag & Caldwell
Atlanta,
Georgia
|
-$57.2M |
EL Hedge Fund Activity: Q1 2016 in Review
631 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Estee Lauder (EL) for Q1 2016, worth a combined $19.1B — up 3.4% from $18.5B a quarter earlier.
Buyers outnumbered sellers: 66 funds opened new EL positions and 46 closed out — a net gain of 20 holders — while 215 added to existing stakes and 262 trimmed.
The largest buyer was Royal London Asset Management, adding an estimated $428M. The largest seller was Wellington Management Group, cutting an estimated $231M.
- 631 institutional investors held Estee Lauder (EL) as of Q1 2016, up from 615 in Q4 2015.
- Funds reported $19.1B of Estee Lauder stock for Q1 2016, up 3.4% quarter-over-quarter.
- 66 funds opened new Estee Lauder positions in Q1 2016 and 46 closed out, a net change of +20 holders.
- The largest Estee Lauder buyer in Q1 2016 was Royal London Asset Management, an estimated $428M added.
- The largest Estee Lauder seller in Q1 2016 was Wellington Management Group, an estimated $231M sold.
Based on aggregated 13F filings for Q1 2016.