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Estee Lauder
EL

794 hedge funds and large institutions have $30.4B invested in Estee Lauder in 2018 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 268 increasing their positions, 330 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 75

29% more funds holding in top 10

Funds holding in top 10: 17 → 22 (+5)

20% more capital invested

Capital invested by funds: $25.4B → $30.4B (+$4.97B)

2% more funds holding

Funds holding: 779 → 794 (+15)

1.59% more ownership

Funds ownership: 89.08% → 90.67% (+1.6%)

19% less repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 330

47% less call options, than puts

Call options by funds: $141M | Put options by funds: $267M

Holders
794
Holders Change
+15
Holders Change %
+1.93%
% of All Funds
18.2%
Holding in Top 10
22
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+29.41%
% of All Funds
0.5%
New
99
Increased
268
Reduced
330
Closed
75
Calls
$141M
Puts
$267M
Net Calls
-$126M
Net Calls Change
-$7.75M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$373M
2
AQR Capital Management
AQR Capital Management
Connecticut
+$252M
3
Goldman Sachs
Goldman Sachs
New York
+$177M
4
JIM
Jupiter Investment Management
United Kingdom
+$141M
5
PAM
Panagora Asset Management
Massachusetts
+$107M

Top Sellers

Rank Fund Capital Flow
1
UIM
USS Investment Management
United Kingdom
-$119M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$98.2M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$88.8M
4
Morgan Stanley
Morgan Stanley
New York
-$87.1M
5
HCM
Hitchwood Capital Management
New York
-$82.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
351
Shelton Capital Management
Colorado
$2.77M +$2.27M +16,400 +767%
SC
352
Slow Capital
California
$2.74M +$43.2K +312 +2%
HVIA
353
Hudson Valley Investment Advisors
New York
$2.73M +$348K +2,512 +16%
BSA
354
Braun Stacey Associates
New York
$2.71M +$725K +5,235 +41%
AC
355
Alley Company
Illinois
$2.68M +$2.48M +17,893 New
LP
356
LMR Partners
United Kingdom
$2.66M – – –
PS
357
Pensionfund Sabic
Netherlands
$2.63M -$249K -1,800 -9%
LTFS
358
Ladenburg Thalmann Financial Services
Florida
$2.62M +$37.8K +273 +2%
WCA
359
Westover Capital Advisors
Delaware
$2.56M +$2.36M +17,063 New
AS
360
Altshuler Shaham
Israel
$2.55M +$1.21M +8,760 +106%
SYBT
361
Stock Yards Bank & Trust
Kentucky
$2.5M -$1.35M -9,757 -37%
Wolverine Trading
362
Wolverine Trading
Illinois
$2.49M +$641K +4,627 +39%
SC
363
Schulhoff & Co
Ohio
$2.46M -$48.5K -350 -2%
Marshall Wace
364
Marshall Wace
United Kingdom
$2.41M +$1.99M +14,357 +819%
FA
365
FDx Advisors
Illinois
$2.41M -$334K -2,412 -13%
GF
366
Gabelli Funds
New York
$2.4M – – –
OWD
367
Osborn Williams & Donohoe
Ohio
$2.36M +$249K +1,798 +13%
NIMI
368
Natixis Investment Managers International
France
$2.34M +$722K +5,215 +50%
LCM
369
Laurion Capital Management
New York
$2.33M -$4.86M -35,119 -69%
AAM
370
Azzad Asset Management
Virginia
$2.33M -$115K -832 -5%
NIS
371
National Investment Services
Wisconsin
$2.29M -$81.6K -589 -4%
ARTA
372
A.R.T. Advisors
New York
$2.29M -$1.94M -14,000 -48%
WAM
373
World Asset Management
Michigan
$2.29M -$699K -5,050 -25%
SG Americas Securities
374
SG Americas Securities
New York
$2.27M -$1.97M -14,241 -48%
SRAM
375
Stone Ridge Asset Management
New York
$2.25M +$388K +2,800 +23%
13 14
15
16 17

EL Hedge Fund Activity: Q1 2018 in Review

794 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Estee Lauder (EL) for Q1 2018, worth a combined $30.4B — up 20% from $25.4B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new EL positions and 75 closed out — a net gain of 24 holders — while 268 added to existing stakes and 330 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $373M. The largest seller was USS Investment Management, exiting entirely with an estimated $119M sold.

  • 794 institutional investors held Estee Lauder (EL) as of Q1 2018, up from 779 in Q4 2017.
  • Funds reported $30.4B of Estee Lauder stock for Q1 2018, up 20% quarter-over-quarter.
  • 99 funds opened new Estee Lauder positions in Q1 2018 and 75 closed out, a net change of +24 holders.
  • The largest Estee Lauder buyer in Q1 2018 was JP Morgan Chase, an estimated $373M added.
  • The largest Estee Lauder seller in Q1 2018 was USS Investment Management, an estimated $119M sold.

Based on aggregated 13F filings for Q1 2018.