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Estee Lauder

517 hedge funds and large institutions have $15.7B invested in Estee Lauder in 2014 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 161 increasing their positions, 241 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

39% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 28

26% more call options, than puts

Call options by funds: $115M | Put options by funds: $91.2M

1% more funds holding

Funds holding: 514517 (+3)

0.16% less ownership

Funds ownership: 90.6%90.44% (-0.16%)

2% less capital invested

Capital invested by funds: $16.1B → $15.7B (-$323M)

33% less repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 241

Holders
517
Holders Change
+3
Holders Change %
+0.58%
% of All Funds
15%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.12%
New
39
Increased
161
Reduced
241
Closed
28
Calls
$115M
Puts
$91.2M
Net Calls
+$23.4M
Net Calls Change
-$7.25M
Name Holding Trade Value Shares
Change
Change in
Stake
RT
426
Reliance Trust
Georgia
$254K +$2.33K +31 +0.9%
BC
427
Banced Corp
Illinois
$248K -$10.2K -135 -4%
LW
428
Linscomb Wealth
Texas
$248K +$8.05K +107 +3%
AA
429
Ancora Advisors
Ohio
$246K
BCMO
430
Buckingham Capital Management (Ohio)
Ohio
$237K +$239K +3,176 New
WSFS
431
Wilmington Savings Fund Society
Delaware
$226K
RH
432
Rayner & Haynor
California
$224K
RG
433
Rathbones Group
United Kingdom
$220K
LNWWM
434
Laird Norton Wetherby Wealth Management
California
$211K +$2.18K +29 +1%
Los Angeles Capital Management
435
Los Angeles Capital Management
California
$202K -$294K -3,910 -59%
ZCI
436
Zevenbergen Capital Investments
Washington
$202K
GP
437
Girard Partners
Pennsylvania
$202K +$203K +2,698 New
W
438
Wealthfront
California
$200K +$103K +1,372 +106%
CLM
439
ClearBridge LLC (Maryland)
Maryland
$179K +$15.1K +200 +9%
MSFP
440
Mark Sheptoff Financial Planning
Connecticut
$178K
ST
441
Smithfield Trust
Pennsylvania
$161K
MFS
442
MSI Financial Services
Massachusetts
$152K
AIM
443
Acropolis Investment Management
Missouri
$152K +$21.1K +280 +16%
Northwestern Mutual Wealth Management
444
Northwestern Mutual Wealth Management
Wisconsin
$151K +$146K +1,942 +2,522%
BPBT
445
Boston Private Bank & Trust
Massachusetts
$149K
SIA
446
Sit Investment Associates
Minnesota
$134K
BAM
447
Barrett Asset Management
New York
$126K
MCM
448
Manchester Capital Management
Vermont
$126K +$376 +5 +0.3%
WRM
449
Westport Resources Management
Connecticut
$123K +$18.8K +250 +18%
GIS
450
Guardian Investor Services
New York
$119K -$23K -306 -16%

EL Hedge Fund Activity: Q3 2014 in Review

517 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Estee Lauder (EL) for Q3 2014, worth a combined $15.7B — down 2% from $16.1B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new EL positions and 28 closed out — a net gain of 11 holders — while 161 added to existing stakes and 241 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $120M. The largest seller was Norges Bank, cutting an estimated $167M.

  • 517 institutional investors held Estee Lauder (EL) as of Q3 2014, up from 514 in Q2 2014.
  • Funds reported $15.7B of Estee Lauder stock for Q3 2014, down 2% quarter-over-quarter.
  • 39 funds opened new Estee Lauder positions in Q3 2014 and 28 closed out, a net change of +11 holders.
  • The largest Estee Lauder buyer in Q3 2014 was Deutsche Bank, an estimated $120M added.
  • The largest Estee Lauder seller in Q3 2014 was Norges Bank, an estimated $167M sold.

Based on aggregated 13F filings for Q3 2014.