Estee Lauder
841 hedge funds and large institutions have $29.9B invested in Estee Lauder in 2018 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 316 increasing their positions, 304 reducing their positions, and 47 closing their positions.
113% more first-time investments, than exits
New positions opened: 100 | Existing positions closed: 47
6% more funds holding
Funds holding: 795 → 841 (+46)
3.21% more ownership
Funds ownership: 90.67% → 93.88% (+3.2%)
4% more repeat investments, than reductions
Existing positions increased: 316 | Existing positions reduced: 304
0% more funds holding in top 10
Funds holding in top 10: 22 → 22 (0)
2% less capital invested
Capital invested by funds: $30.4B → $29.9B (-$466M)
13% less call options, than puts
Call options by funds: $184M | Put options by funds: $210M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AQR Capital Management
Greenwich,
Connecticut
|
+$123M |
| 2 |
SGA
Sustainable Growth Advisers
Stamford,
Connecticut
|
+$117M |
| 3 |
Millennium Management
New York
|
+$113M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$109M |
| 5 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$102M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$217M |
| 2 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
-$156M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$141M |
| 4 |
Brown Advisory
Baltimore,
Maryland
|
-$124M |
| 5 |
Jennison Associates
New York
|
-$105M |
EL Hedge Fund Activity: Q2 2018 in Review
841 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Estee Lauder (EL) for Q2 2018, worth a combined $29.9B — down 1.5% from $30.4B a quarter earlier.
Buyers outnumbered sellers: 100 funds opened new EL positions and 47 closed out — a net gain of 53 holders — while 316 added to existing stakes and 304 trimmed.
The largest buyer was AQR Capital Management, adding an estimated $123M. The largest seller was Wellington Management Group, cutting an estimated $217M.
- 841 institutional investors held Estee Lauder (EL) as of Q2 2018, up from 795 in Q1 2018.
- Funds reported $29.9B of Estee Lauder stock for Q2 2018, down 1.5% quarter-over-quarter.
- 100 funds opened new Estee Lauder positions in Q2 2018 and 47 closed out, a net change of +53 holders.
- The largest Estee Lauder buyer in Q2 2018 was AQR Capital Management, an estimated $123M added.
- The largest Estee Lauder seller in Q2 2018 was Wellington Management Group, an estimated $217M sold.
Based on aggregated 13F filings for Q2 2018.