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Estee Lauder
EL

1,154 hedge funds and large institutions have $51.9B invested in Estee Lauder in 2022 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 491 increasing their positions, 402 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed

353% more call options, than puts

Call options by funds: $1.56B | Put options by funds: $345M

80% more funds holding in top 10

Funds holding in top 10: 20 → 36 (+16)

22% more repeat investments, than reductions

Existing positions increased: 491 | Existing positions reduced: 402

1.04% more ownership

Funds ownership: 87.18% → 88.21% (+1%)

4% less funds holding

Funds holding: 1,205 → 1,154 (-51)

5% less capital invested

Capital invested by funds: $54.8B → $51.9B (-$2.93B)

25% less first-time investments, than exits

New positions opened: 101 | Existing positions closed: 135

Holders
1,154
Holders Change
-51
Holders Change %
-4.23%
% of All Funds
19.44%
Holding in Top 10
36
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+80%
% of All Funds
0.61%
New
101
Increased
491
Reduced
402
Closed
135
Calls
$1.56B
Puts
$345M
Net Calls
+$1.22B
Net Calls Change
+$8.59M

Top Buyers

Rank Fund Capital Flow
1
DZ Bank
DZ Bank
Germany
+$283M
2
Morgan Stanley
Morgan Stanley
New York
+$219M
3
Goldman Sachs
Goldman Sachs
New York
+$184M
4
Edgewood Management
Edgewood Management
Connecticut
+$180M
5
VOYA Investment Management
VOYA Investment Management
Georgia
+$169M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$363M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$204M
3
A
AustralianSuper
Australia
-$171M
4
N
Nuveen
North Carolina
-$140M
5
Bank of America
Bank of America
North Carolina
-$131M
Name Holding Trade Value Shares
Change 		Change in
Stake
JC
476
Joho Capital
New York
$2.64M +$457K +1,800 +21%
LOAMS
477
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.62M +$2.61M +10,292 New
LBC
478
Lawrence B. Cohen
$2.62M +$63.2K +249 +2%
DY
479
Dowling & Yahnke
California
$2.61M -$32.7K -129 -1%
Fiera Capital (Canada)
480
Fiera Capital (Canada)
Quebec, Canada
$2.6M +$406K +1,600 +19%
EOJOAM
481
E. Ohman J:or Asset Management
Sweden
$2.6M -$127K -500 -5%
HW
482
Hancock Whitney
Mississippi
$2.59M -$755K -2,977 -23%
AF
483
Alerus Financial
North Dakota
$2.58M +$59.1K +233 +2%
SLI
484
Sumitomo Life Insurance
Japan
$2.58M +$101K +400 +4%
SFA
485
Souders Financial Advisors
Ohio
$2.56M +$123K +485 +5%
FFA
486
First Foundation Advisors
California
$2.56M -$40.8K -161 -2%
GTCM
487
Gyon Technologies Capital Management
New Jersey
$2.56M +$2.55M +10,049 New
PIM
488
Penobscot Investment Management
Massachusetts
$2.55M +$159K +627 +7%
CM
489
Crestline Management
Texas
$2.55M +$2.54M +10,000 New
Wealthfront Advisers
490
Wealthfront Advisers
California
$2.54M +$769K +3,033 +44%
IFAM
491
Institutional & Family Asset Management
Colorado
$2.54M +$159K +628 +7%
EFM
492
E Fund Management
China
$2.52M +$168K +661 +7%
TSS
493
Two Sigma Securities
New York
$2.51M +$1.55M +6,108 +164%
ACM
494
Alpha Capital Management
Texas
$2.48M +$47.4K +187 +2%
COI
495
Connable Office Inc
Michigan
$2.47M +$2.46M +9,684 New
Fisher Asset Management
496
Fisher Asset Management
Washington
$2.46M +$147K +581 +6%
BAM
497
Blueshift Asset Management
New Jersey
$2.45M -$1.71M -6,746 -41%
HIM
498
Hotaling Investment Management
Pennsylvania
$2.44M -$1.78K -7 -0.1%
GAM
499
Gotham Asset Management
New York
$2.39M -$3.42M -13,485 -59%
IUHSA
500
Itau Unibanco Holding S.A.
Brazil
$2.36M +$2.36M +9,283 New
18 19
20
21 22

EL Hedge Fund Activity: Q2 2022 in Review

1,154 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Estee Lauder (EL) for Q2 2022, worth a combined $51.9B — down 5.3% from $54.8B a quarter earlier.

Sellers outnumbered buyers: 135 funds closed out of EL and 101 opened new positions — a net loss of 34 holders — while 402 trimmed existing stakes and 491 added.

The largest buyer was DZ Bank, adding an estimated $283M. The largest seller was JP Morgan Chase, cutting an estimated $363M.

  • 1,154 institutional investors held Estee Lauder (EL) as of Q2 2022, down from 1,205 in Q1 2022.
  • Funds reported $51.9B of Estee Lauder stock for Q2 2022, down 5.3% quarter-over-quarter.
  • 101 funds opened new Estee Lauder positions in Q2 2022 and 135 closed out, a net change of -34 holders.
  • The largest Estee Lauder buyer in Q2 2022 was DZ Bank, an estimated $283M added.
  • The largest Estee Lauder seller in Q2 2022 was JP Morgan Chase, an estimated $363M sold.

Based on aggregated 13F filings for Q2 2022.