Estee Lauder
514 hedge funds and large institutions have $16.1B invested in Estee Lauder in 2014 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 159 increasing their positions, 215 reducing their positions, and 54 closing their positions.
37% more call options, than puts
Call options by funds: $114M | Put options by funds: $83.7M
15% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 54
14% more capital invested
Capital invested by funds: $14.1B → $16.1B (+$2.01B)
3.76% more ownership
Funds ownership: 86.85% → 90.6% (+3.8%)
1% more funds holding
Funds holding: 511 → 514 (+3)
26% less repeat investments, than reductions
Existing positions increased: 159 | Existing positions reduced: 215
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$520M |
| 2 |
Norges Bank
Oslo,
Norway
|
+$174M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$162M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
+$114M |
| 5 |
Westfield Capital Management
Boston,
Massachusetts
|
+$102M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jennison Associates
New York
|
-$329M |
| 2 |
Millennium Management
New York
|
-$135M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$94.2M |
| 4 |
HCM
Hoplite Capital Management
New York
|
-$87.7M |
| 5 |
VOYA Investment Management
Atlanta,
Georgia
|
-$66.2M |
EL Hedge Fund Activity: Q2 2014 in Review
514 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Estee Lauder (EL) for Q2 2014, worth a combined $16.1B — up 14% from $14.1B a quarter earlier.
Buyers outnumbered sellers: 62 funds opened new EL positions and 54 closed out — a net gain of 8 holders — while 159 added to existing stakes and 215 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $520M. The largest seller was Jennison Associates, exiting entirely with an estimated $329M sold.
- 514 institutional investors held Estee Lauder (EL) as of Q2 2014, up from 511 in Q1 2014.
- Funds reported $16.1B of Estee Lauder stock for Q2 2014, up 14% quarter-over-quarter.
- 62 funds opened new Estee Lauder positions in Q2 2014 and 54 closed out, a net change of +8 holders.
- The largest Estee Lauder buyer in Q2 2014 was T. Rowe Price Associates, an estimated $520M added.
- The largest Estee Lauder seller in Q2 2014 was Jennison Associates, an estimated $329M sold.
Based on aggregated 13F filings for Q2 2014.