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Estee Lauder
EL

1,258 hedge funds and large institutions have $75.5B invested in Estee Lauder in 2021 Q4 according to their latest regulatory filings, with 199 funds opening new positions, 478 increasing their positions, 388 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more call options, than puts

Call options by funds: $2.58B | Put options by funds: $596M

107% more first-time investments, than exits

New positions opened: 199 | Existing positions closed: 96

24% more capital invested

Capital invested by funds: $60.9B → $75.5B (+$14.6B)

23% more repeat investments, than reductions

Existing positions increased: 478 | Existing positions reduced: 388

7% more funds holding

Funds holding: 1,171 → 1,258 (+87)

7% more funds holding in top 10

Funds holding in top 10: 28 → 30 (+2)

1.66% more ownership

Funds ownership: 87.15% → 88.81% (+1.7%)

Holders
1,258
Holders Change
+87
Holders Change %
+7.43%
% of All Funds
19.36%
Holding in Top 10
30
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.14%
% of All Funds
0.46%
New
199
Increased
478
Reduced
388
Closed
96
Calls
$2.58B
Puts
$596M
Net Calls
+$1.99B
Net Calls Change
+$903M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$669M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$287M
3
Brown Advisory
Brown Advisory
Maryland
+$230M
4
DZ Bank
DZ Bank
Germany
+$169M
5
Fundsmith LLP
Fundsmith LLP
United Kingdom
+$113M

Top Sellers

Rank Fund Capital Flow
1
TP
Third Point
New York
-$300M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$127M
3
Goldman Sachs
Goldman Sachs
New York
-$122M
4
Jennison Associates
Jennison Associates
New York
-$111M
5
Wells Fargo
Wells Fargo
California
-$109M
Name Holding Trade Value Shares
Change 		Change in
Stake
BPCE
351
Bank Pictet & Cie (Europe)
Germany
$8.39M -$154K -455 -2%
CWM
352
Calamos Wealth Management
Illinois
$8.28M +$122K +360 +2%
PFM
353
Premier Fund Managers
United Kingdom
$8.13M – – –
BAM
354
Blueshift Asset Management
New Jersey
$8.11M +$532K +1,566 +8%
CI
355
Conning Inc
Connecticut
$7.95M -$764K -2,251 -9%
BWP
356
Baldwin Wealth Partners
Massachusetts
$7.95M -$72K -212 -1%
PMAM
357
Picton Mahoney Asset Management
Ontario, Canada
$7.88M -$2.45M -7,205 -25%
BONST
358
Bank of Nova Scotia Trust
Ontario, Canada
$7.7M -$63.8K -188 -0.9%
MYAM
359
Meiji Yasuda Asset Management
Japan
$7.7M +$123K +361 +2%
SSWM
360
Sheets Smith Wealth Management
North Carolina
$7.68M -$1.7M -4,999 -19%
DCM
361
Donaldson Capital Management
Indiana
$7.65M +$329K +970 +5%
SAM
362
Strategy Asset Managers
California
$7.63M -$61.1K -180 -0.9%
WDA
363
Wendell David Associates
New Hampshire
$7.59M -$602K -1,775 -8%
TRCT
364
Tower Research Capital (TRC)
New York
$7.53M +$3.04M +8,967 +79%
DILIC
365
Dai-ichi Life Insurance Company
Japan
$7.51M -$46.8K -138 -0.7%
WAS
366
Wesleyan Assurance Society
United Kingdom
$7.44M – – –
CRCM
367
Crystal Rock Capital Management
Illinois
$7.44M – – –
NB
368
Norinchukin Bank
Japan
$7.41M -$45.5K -134 -0.7%
CA
369
Cornerstone Advisors
North Carolina
$7.4M – – –
AAF
370
Andra AP-fonden
Sweden
$7.33M -$5.16M -15,200 -43%
SAM
371
Securian Asset Management
Minnesota
$7.26M -$52.3K -154 -0.8%
AUB
372
Atlantic Union Bankshares
Virginia
$7.12M -$175K -515 -3%
AC
373
Allstate Corporation
Illinois
$7.02M +$3.88M +11,418 +151%
HVIA
374
Hudson Valley Investment Advisors
New York
$6.97M -$48.5K -143 -0.8%
BCAM
375
Boston Common Asset Management
Massachusetts
$6.88M -$222K -654 -3%
13 14
15
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EL Hedge Fund Activity: Q4 2021 in Review

1,258 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Estee Lauder (EL) for Q4 2021, worth a combined $75.5B — up 24% from $60.9B a quarter earlier.

Buyers outnumbered sellers: 199 funds opened new EL positions and 96 closed out — a net gain of 103 holders — while 478 added to existing stakes and 388 trimmed.

The largest buyer was BlackRock, adding an estimated $669M. The largest seller was Third Point, exiting entirely with an estimated $300M sold.

  • 1,258 institutional investors held Estee Lauder (EL) as of Q4 2021, up from 1,171 in Q3 2021.
  • Funds reported $75.5B of Estee Lauder stock for Q4 2021, up 24% quarter-over-quarter.
  • 199 funds opened new Estee Lauder positions in Q4 2021 and 96 closed out, a net change of +103 holders.
  • The largest Estee Lauder buyer in Q4 2021 was BlackRock, an estimated $669M added.
  • The largest Estee Lauder seller in Q4 2021 was Third Point, an estimated $300M sold.

Based on aggregated 13F filings for Q4 2021.