Estee Lauder
491 hedge funds and large institutions have $16.8B invested in Estee Lauder in 2013 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 179 increasing their positions, 189 reducing their positions, and 38 closing their positions.
47% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 38
10% more capital invested
Capital invested by funds: $15.3B → $16.8B (+$1.49B)
3% more funds holding
Funds holding: 477 → 491 (+14)
0% more funds holding in top 10
Funds holding in top 10: 8 → 8 (0)
0.85% less ownership
Funds ownership: 92.13% → 91.28% (-0.85%)
5% less repeat investments, than reductions
Existing positions increased: 179 | Existing positions reduced: 189
58% less call options, than puts
Call options by funds: $79.7M | Put options by funds: $189M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$101M |
| 2 |
Viking Global Investors
Stamford,
Connecticut
|
+$96M |
| 3 |
Brown Advisory
Baltimore,
Maryland
|
+$90.8M |
| 4 |
VOYA Investment Management
Atlanta,
Georgia
|
+$72.5M |
| 5 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
+$60.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jennison Associates
New York
|
-$151M |
| 2 |
JP Morgan Chase
New York
|
-$99.2M |
| 3 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$64.5M |
| 4 |
Bank of New York Mellon
New York
|
-$54.8M |
| 5 |
D.E. Shaw & Co
New York
|
-$51.7M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
526
Jones Financial Companies
Des Peres,
Missouri
| – | -$3K | -42 | Closed |
|
|
PFO
527
Pathstone Family Office
Englewood,
New Jersey
| – | -$3K | -36 | Closed |
|
|
TAM
528
Tocqueville Asset Management
New York
| – | +$72 | +1 | New |
|
EL Hedge Fund Activity: Q4 2013 in Review
491 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Estee Lauder (EL) for Q4 2013, worth a combined $16.8B — up 9.7% from $15.3B a quarter earlier.
Buyers outnumbered sellers: 56 funds opened new EL positions and 38 closed out — a net gain of 18 holders — while 179 added to existing stakes and 189 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $101M. The largest seller was Jennison Associates, cutting an estimated $151M.
- 491 institutional investors held Estee Lauder (EL) as of Q4 2013, up from 477 in Q3 2013.
- Funds reported $16.8B of Estee Lauder stock for Q4 2013, up 9.7% quarter-over-quarter.
- 56 funds opened new Estee Lauder positions in Q4 2013 and 38 closed out, a net change of +18 holders.
- The largest Estee Lauder buyer in Q4 2013 was Goldman Sachs, an estimated $101M added.
- The largest Estee Lauder seller in Q4 2013 was Jennison Associates, an estimated $151M sold.
Based on aggregated 13F filings for Q4 2013.