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Estee Lauder
EL

1,149 hedge funds and large institutions have $65.4B invested in Estee Lauder in 2021 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 486 increasing their positions, 358 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more call options, than puts

Call options by funds: $1.16B | Put options by funds: $432M

39% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 82

36% more repeat investments, than reductions

Existing positions increased: 486 | Existing positions reduced: 358

10% more capital invested

Capital invested by funds: $59.6B → $65.4B (+$5.84B)

2% more funds holding

Funds holding: 1,130 → 1,149 (+19)

0.36% less ownership

Funds ownership: 89.33% → 88.97% (-0.36%)

14% less funds holding in top 10

Funds holding in top 10: 29 → 25 (-4)

Holders
1,149
Holders Change
+19
Holders Change %
+1.68%
% of All Funds
20%
Holding in Top 10
25
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-13.79%
% of All Funds
0.44%
New
114
Increased
486
Reduced
358
Closed
82
Calls
$1.16B
Puts
$432M
Net Calls
+$730M
Net Calls Change
+$819M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$575M
2
UBS AM
UBS AM
Illinois
+$268M
3
BlackRock
BlackRock
New York
+$206M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$127M
5
N
Nuveen
North Carolina
+$103M

Top Sellers

1
MAM
Magellan Asset Management
Australia
-$1.11B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$205M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$204M
4
SCM
Suvretta Capital Management
New York
-$94M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$93.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fayez Sarofim & Co
26
Fayez Sarofim & Co
Texas
$499M -$999K -3,295 -0.2%
UBS Group
27
UBS Group
Switzerland
$461M -$22.5M -74,365 -5%
Capital International Investors
28
Capital International Investors
California
$449M -$431K -1,420 -0.1%
AC
29
AKO Capital
United Kingdom
$443M -$7.44M -24,554 -2%
Amundi
30
Amundi
France
$426M +$406M +1,338,620 New
Janus Henderson Group
31
Janus Henderson Group
United Kingdom
$418M -$8.66M -28,550 -2%
ATO
32
Alecta Tjanstepension Omsesidigt
Sweden
$384M – – –
Wells Fargo
33
Wells Fargo
California
$382M -$93.2M -307,247 -20%
A
34
AustralianSuper
Australia
$366M +$40.6M +133,760 +13%
Allianz Asset Management
35
Allianz Asset Management
Germany
$361M -$2.14M -7,061 -0.6%
TP
36
Third Point
New York
$348M +$39.4M +130,000 +13%
Charles Schwab
37
Charles Schwab
California
$347M +$9.22M +30,403 +3%
Winslow Capital Management
38
Winslow Capital Management
Minnesota
$323M -$33M -108,868 -10%
KBC Group
39
KBC Group
Belgium
$309M +$13.5M +44,398 +5%
Ameriprise
40
Ameriprise
Minnesota
$299M +$35.4M +116,856 +14%
Swiss National Bank
41
Swiss National Bank
Switzerland
$298M +$19.9M +65,636 +8%
APG Asset Management
42
APG Asset Management
Netherlands
$284M -$26M -85,798 -7%
PPA
43
Parametric Portfolio Associates
Washington
$278M +$4.57M +15,064 +2%
AQR Capital Management
44
AQR Capital Management
Connecticut
$276M -$44.4M -146,302 -14%
Loomis, Sayles & Company
45
Loomis, Sayles & Company
Massachusetts
$272M -$21.8M -71,754 -8%
Deutsche Bank
46
Deutsche Bank
Germany
$270M +$17.2M +56,794 +7%
Dimensional Fund Advisors
47
Dimensional Fund Advisors
Texas
$270M -$2.88M -9,506 -1%
Invesco
48
Invesco
Georgia
$255M +$29.9M +98,538 +14%
Stifel Financial
49
Stifel Financial
Missouri
$252M +$5.24M +17,291 +2%
HL
50
Harding Loevner
New Jersey
$249M -$870K -2,871 -0.4%
1
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EL Hedge Fund Activity: Q2 2021 in Review

1,149 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Estee Lauder (EL) for Q2 2021, worth a combined $65.4B — up 9.8% from $59.6B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new EL positions and 82 closed out — a net gain of 32 holders — while 486 added to existing stakes and 358 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $575M. The largest seller was Magellan Asset Management, cutting an estimated $1.11B.

  • 1,149 institutional investors held Estee Lauder (EL) as of Q2 2021, up from 1,130 in Q1 2021.
  • Funds reported $65.4B of Estee Lauder stock for Q2 2021, up 9.8% quarter-over-quarter.
  • 114 funds opened new Estee Lauder positions in Q2 2021 and 82 closed out, a net change of +32 holders.
  • The largest Estee Lauder buyer in Q2 2021 was Morgan Stanley, an estimated $575M added.
  • The largest Estee Lauder seller in Q2 2021 was Magellan Asset Management, an estimated $1.11B sold.

Based on aggregated 13F filings for Q2 2021.