Estee Lauder
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$373M |
| 2 |
AQR Capital Management
Greenwich,
Connecticut
|
+$252M |
| 3 |
Goldman Sachs
New York
|
+$177M |
| 4 |
JIM
Jupiter Investment Management
London,
United Kingdom
|
+$141M |
| 5 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
+$107M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UIM
USS Investment Management
London,
United Kingdom
|
-$119M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$98.2M |
| 3 |
Alyeska Investment Group
Chicago,
Illinois
|
-$88.8M |
| 4 |
Morgan Stanley
New York
|
-$87.1M |
| 5 |
HCM
Hitchwood Capital Management
New York
|
-$82.7M |
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.