Estee Lauder
625 hedge funds and large institutions have $18.6B invested in Estee Lauder in 2016 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 241 increasing their positions, 217 reducing their positions, and 52 closing their positions.
11% more repeat investments, than reductions
Existing positions increased: 241 | Existing positions reduced: 217
4% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 52
2% less capital invested
Capital invested by funds: $19.1B → $18.6B (-$447M)
1% less funds holding
Funds holding: 632 → 625 (-7)
1.91% less ownership
Funds ownership: 93.97% → 92.05% (-1.9%)
20% less call options, than puts
Call options by funds: $98.8M | Put options by funds: $124M
44% less funds holding in top 10
Funds holding in top 10: 18 → 10 (-8)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fundsmith LLP
London,
United Kingdom
|
+$217M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$122M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$55.3M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$49.6M |
| 5 |
TCIM
TIAA CREF Investment Management
New York
|
+$42.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal London Asset Management
United Kingdom
|
-$448M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
-$110M |
| 3 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
-$87.4M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$55.7M |
| 5 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$50.2M |
EL Hedge Fund Activity: Q2 2016 in Review
625 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Estee Lauder (EL) for Q2 2016, worth a combined $18.6B — down 2.3% from $19.1B a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new EL positions and 52 closed out — a net gain of 2 holders — while 241 added to existing stakes and 217 trimmed.
The largest buyer was Fundsmith LLP, opening a new position worth an estimated $217M. The largest seller was Royal London Asset Management, cutting an estimated $448M.
- 625 institutional investors held Estee Lauder (EL) as of Q2 2016, down from 632 in Q1 2016.
- Funds reported $18.6B of Estee Lauder stock for Q2 2016, down 2.3% quarter-over-quarter.
- 54 funds opened new Estee Lauder positions in Q2 2016 and 52 closed out, a net change of +2 holders.
- The largest Estee Lauder buyer in Q2 2016 was Fundsmith LLP, an estimated $217M added.
- The largest Estee Lauder seller in Q2 2016 was Royal London Asset Management, an estimated $448M sold.
Based on aggregated 13F filings for Q2 2016.