Estee Lauder
659 hedge funds and large institutions have $19.4B invested in Estee Lauder in 2017 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 268 increasing their positions, 230 reducing their positions, and 57 closing their positions.
27% more funds holding in top 10
Funds holding in top 10: 11 → 14 (+3)
26% more first-time investments, than exits
New positions opened: 72 | Existing positions closed: 57
17% more repeat investments, than reductions
Existing positions increased: 268 | Existing positions reduced: 230
15% more capital invested
Capital invested by funds: $16.9B → $19.4B (+$2.51B)
2% more funds holding
Funds holding: 649 → 659 (+10)
0.64% more ownership
Funds ownership: 89.9% → 90.55% (+0.64%)
26% less call options, than puts
Call options by funds: $68.5M | Put options by funds: $92.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
+$407M |
| 2 |
First Eagle Investment Management
New York
|
+$178M |
| 3 |
Northern Trust
Chicago,
Illinois
|
+$99.7M |
| 4 |
BlackRock
New York
|
+$93.9M |
| 5 |
FAM
Fred Alger Management
New York
|
+$90.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$436M |
| 2 |
Two Sigma Advisers
New York
|
-$104M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$102M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
-$74.9M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$67.1M |
EL Hedge Fund Activity: Q2 2017 in Review
659 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Estee Lauder (EL) for Q2 2017, worth a combined $19.4B — up 15% from $16.9B a quarter earlier.
Buyers outnumbered sellers: 72 funds opened new EL positions and 57 closed out — a net gain of 15 holders — while 268 added to existing stakes and 230 trimmed.
The largest buyer was Janus Henderson Group, adding an estimated $407M. The largest seller was Wellington Management Group, cutting an estimated $436M.
- 659 institutional investors held Estee Lauder (EL) as of Q2 2017, up from 649 in Q1 2017.
- Funds reported $19.4B of Estee Lauder stock for Q2 2017, up 15% quarter-over-quarter.
- 72 funds opened new Estee Lauder positions in Q2 2017 and 57 closed out, a net change of +15 holders.
- The largest Estee Lauder buyer in Q2 2017 was Janus Henderson Group, an estimated $407M added.
- The largest Estee Lauder seller in Q2 2017 was Wellington Management Group, an estimated $436M sold.
Based on aggregated 13F filings for Q2 2017.