Estee Lauder
566 hedge funds and large institutions have $17.2B invested in Estee Lauder in 2015 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 223 increasing their positions, 191 reducing their positions, and 53 closing their positions.
19% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 53
17% more repeat investments, than reductions
Existing positions increased: 223 | Existing positions reduced: 191
4.29% more ownership
Funds ownership: 90.95% → 95.25% (+4.3%)
1% more funds holding
Funds holding: 560 → 566 (+6)
2% more call options, than puts
Call options by funds: $94.4M | Put options by funds: $93M
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
5% less capital invested
Capital invested by funds: $18.2B → $17.2B (-$979M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$273M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$125M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$92.6M |
| 4 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
+$70.4M |
| 5 |
Morgan Stanley
New York
|
+$68.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIM
abrdn Investment Management
Edinburgh,
United Kingdom
|
-$145M |
| 2 |
Westfield Capital Management
Boston,
Massachusetts
|
-$104M |
| 3 |
CCM
Cornerstone Capital Management
Edina,
Minnesota
|
-$82.6M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$69.1M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
-$54.9M |
EL Hedge Fund Activity: Q3 2015 in Review
566 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Estee Lauder (EL) for Q3 2015, worth a combined $17.2B — down 5.4% from $18.2B a quarter earlier.
Buyers outnumbered sellers: 63 funds opened new EL positions and 53 closed out — a net gain of 10 holders — while 223 added to existing stakes and 191 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $273M. The largest seller was abrdn Investment Management, cutting an estimated $145M.
- 566 institutional investors held Estee Lauder (EL) as of Q3 2015, up from 560 in Q2 2015.
- Funds reported $17.2B of Estee Lauder stock for Q3 2015, down 5.4% quarter-over-quarter.
- 63 funds opened new Estee Lauder positions in Q3 2015 and 53 closed out, a net change of +10 holders.
- The largest Estee Lauder buyer in Q3 2015 was Wellington Management Group, an estimated $273M added.
- The largest Estee Lauder seller in Q3 2015 was abrdn Investment Management, an estimated $145M sold.
Based on aggregated 13F filings for Q3 2015.