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Estee Lauder
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Overview Fund Activity

621 hedge funds and large institutions have $15.3B invested in Estee Lauder in 2016 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 216 increasing their positions, 228 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
621
Holders Change
+8
Holders Change %
+1.31%
% of All Funds
15.55%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.2%
New
92
Increased
216
Reduced
228
Closed
74
Calls
$88.9M
Puts
$158M
Net Calls
-$68.6M
Net Calls Change
-$31.5M

Top Buyers

1
ATO
Alecta Tjanstepension Omsesidigt
Sweden
+$133M
2
Citadel Advisors
Citadel Advisors
Florida
+$127M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$90.1M
4
JHIU
Janus Henderson Investors US
Colorado
+$85.7M
5
EVM
Eaton Vance Management
Massachusetts
+$73.9M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$414M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$212M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$134M
4
Marshall Wace
Marshall Wace
United Kingdom
-$97.4M
5
UBS AM
UBS AM
Illinois
-$73.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SBL
551
Sargent Bickham Lagudis
Colorado
$61K – – –
IWM
552
IHT Wealth Management
Illinois
$59K +$59K +761 New
KT
553
Kanaly Trust
Texas
$53K – – –
QCG
554
Quadrant Capital Group
Ohio
$51K -$506 -7 -1%
BWP
555
Baldwin Wealth Partners
Massachusetts
$51K – – –
CFA
556
Carroll Financial Associates
North Carolina
$47K – – –
TWA
557
TCI Wealth Advisors
Arizona
$45K – – –
PMFA
558
Plante Moran Financial Advisors
Michigan
$45K +$29.6K +391 +193%
VNA
559
Valley National Advisers
Pennsylvania
$44K – – –
QT
560
Quantbot Technologies
New York
$42K +$42K +554 New
OHS
561
Odey Holdings (Switzerland)
Switzerland
$36K +$36K +469 New
GWM
562
Geneos Wealth Management
Colorado
$35K +$152 +2 +0.4%
DAM
563
Delta Asset Management
Tennessee
$31K – – –
KPCM
564
Kings Point Capital Management
New York
$31K – – –
NC
565
NewSquare Capital
Pennsylvania
$31K – – –
First Manhattan
566
First Manhattan
New York
$28K – – –
QAM
567
QCI Asset Management
New York
$28K – – –
HPBT
568
High Point Bank & Trust
North Carolina
$23K – – –
BIG
569
Bellwether Investment Group
Tennessee
$23K +$23K +296 New
SIG
570
Stanford Investment Group
California
$20K – – –
AWM
571
AllSquare Wealth Management
New York
$20K +$5.04K +66 +34%
CGT
572
Capital Guardian Trust
California
$19K – – –
TJHA
573
Thomas J. Herzfeld Advisors
Florida
$17K – – –
ZB
574
Zions Bancorporation
Utah
$17K +$3.02K +38 +22%
KF
575
Krilogy Financial
Missouri
$17K +$3K +39 +21%
21 22
23
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