Estee Lauder
622 hedge funds and large institutions have $15.3B invested in Estee Lauder in 2016 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 216 increasing their positions, 229 reducing their positions, and 74 closing their positions.
24% more first-time investments, than exits
New positions opened: 92 | Existing positions closed: 74
1% more funds holding
Funds holding: 614 → 622 (+8)
0% more funds holding in top 10
Funds holding in top 10: 8 → 8 (0)
6% less repeat investments, than reductions
Existing positions increased: 216 | Existing positions reduced: 229
1.18% less ownership
Funds ownership: 91.07% → 89.88% (-1.2%)
13% less capital invested
Capital invested by funds: $17.6B → $15.3B (-$2.31B)
44% less call options, than puts
Call options by funds: $88.9M | Put options by funds: $158M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ATO
Alecta Tjanstepension Omsesidigt
Stockholm,
Sweden
|
+$141M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$135M |
| 3 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$91.1M |
| 4 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$86.5M |
| 5 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
+$78.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$440M |
| 2 |
Bank of New York Mellon
New York
|
-$225M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
-$143M |
| 4 |
Marshall Wace
London,
United Kingdom
|
-$104M |
| 5 |
UBS AM
Chicago,
Illinois
|
-$77.7M |
EL Hedge Fund Activity: Q4 2016 in Review
622 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Estee Lauder (EL) for Q4 2016, worth a combined $15.3B — down 13% from $17.6B a quarter earlier.
Buyers outnumbered sellers: 92 funds opened new EL positions and 74 closed out — a net gain of 18 holders — while 216 added to existing stakes and 229 trimmed.
The largest buyer was Alecta Tjanstepension Omsesidigt, adding an estimated $141M. The largest seller was Fidelity Investments, cutting an estimated $440M.
- 622 institutional investors held Estee Lauder (EL) as of Q4 2016, up from 614 in Q3 2016.
- Funds reported $15.3B of Estee Lauder stock for Q4 2016, down 13% quarter-over-quarter.
- 92 funds opened new Estee Lauder positions in Q4 2016 and 74 closed out, a net change of +18 holders.
- The largest Estee Lauder buyer in Q4 2016 was Alecta Tjanstepension Omsesidigt, an estimated $141M added.
- The largest Estee Lauder seller in Q4 2016 was Fidelity Investments, an estimated $440M sold.
Based on aggregated 13F filings for Q4 2016.