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Estee Lauder
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Overview Fund Activity

793 hedge funds and large institutions have $30.4B invested in Estee Lauder in 2018 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 268 increasing their positions, 330 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
793
Holders Change
+14
Holders Change %
+1.8%
% of All Funds
18.2%
Holding in Top 10
22
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+29.41%
% of All Funds
0.5%
New
98
Increased
268
Reduced
330
Closed
75
Calls
$141M
Puts
$267M
Net Calls
-$126M
Net Calls Change
-$7.75M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$404M
2
AQR Capital Management
AQR Capital Management
Connecticut
+$273M
3
Goldman Sachs
Goldman Sachs
New York
+$191M
4
JIM
Jupiter Investment Management
United Kingdom
+$153M
5
PAM
Panagora Asset Management
Massachusetts
+$115M

Top Sellers

1
UIM
USS Investment Management
United Kingdom
-$119M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$106M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$96M
4
Morgan Stanley
Morgan Stanley
New York
-$94.2M
5
HCM
Hitchwood Capital Management
New York
-$82.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
651
Compton Capital Management
Rhode Island
$220K +$220K +1,470 New
ECM
652
Elgethun Capital Management
South Dakota
$220K +$220K +1,470 New
GAG
653
GM Advisory Group
New York
$215K +$215K +1,435 New
CIC
654
Carnegie Investment Counsel
Ohio
$214K -$21K -150 -9%
PP
655
Prudential plc
United Kingdom
$214K +$214K +1,426 New
LRPA
656
L. Roy Papp & Associates
Arizona
$210K +$210K +1,400 New
ZB
657
Zions Bancorporation
Utah
$209K -$50.5K -338 -19%
PAM
658
Peak Asset Management
Colorado
$205K +$205K +1,371 New
Calamos Advisors
659
Calamos Advisors
Illinois
$203K +$203K +1,350 New
WAM
660
Weiss Asset Management
Massachusetts
$202K +$202K +1,352 New
LWCFA
661
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$186K – – –
MOS
662
MGO One Seven
Ohio
$184K -$4.48K -30 -2%
BWL
663
Bogart Wealth LLC
Virginia
$178K +$38K +251 +27%
FHA
664
First Horizon Advisors
Tennessee
$176K -$3.86K -26 -2%
APP
665
Avantax Planning Partners
Iowa
$176K +$176K +1,182 New
WEC
666
Winslow Evans & Crocker
Massachusetts
$171K – – –
PMFA
667
Plante Moran Financial Advisors
Michigan
$156K +$4.5K +30 +3%
SWP
668
Stratos Wealth Partners
Ohio
$155K +$25.6K +171 +20%
APA
669
American Portfolios Advisors
New York
$154K +$82.8K +553 +116%
IFAM
670
Institutional & Family Asset Management
Colorado
$153K +$153K +1,025 New
FIB
671
First Interstate Bank
Montana
$150K – – –
HFM
672
Harvest Fund Management
China
$148K – – –
CAPTRUST Financial Advisors
673
CAPTRUST Financial Advisors
North Carolina
$145K -$69.9K -475 -33%
SFSIG
674
San Francisco Sentry Investment Group
California
$143K -$299 -2 -0.2%
TWA
675
TCI Wealth Advisors
Arizona
$141K – – –
25 26
27
28 29