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Estee Lauder
EL

1,258 hedge funds and large institutions have $75.5B invested in Estee Lauder in 2021 Q4 according to their latest regulatory filings, with 199 funds opening new positions, 478 increasing their positions, 388 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more call options, than puts

Call options by funds: $2.58B | Put options by funds: $596M

107% more first-time investments, than exits

New positions opened: 199 | Existing positions closed: 96

24% more capital invested

Capital invested by funds: $60.9B → $75.5B (+$14.6B)

23% more repeat investments, than reductions

Existing positions increased: 478 | Existing positions reduced: 388

7% more funds holding

Funds holding: 1,171 → 1,258 (+87)

7% more funds holding in top 10

Funds holding in top 10: 28 → 30 (+2)

1.66% more ownership

Funds ownership: 87.15% → 88.81% (+1.7%)

Holders
1,258
Holders Change
+87
Holders Change %
+7.43%
% of All Funds
19.36%
Holding in Top 10
30
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.14%
% of All Funds
0.46%
New
199
Increased
478
Reduced
388
Closed
96
Calls
$2.58B
Puts
$596M
Net Calls
+$1.99B
Net Calls Change
+$903M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$669M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$287M
3
Brown Advisory
Brown Advisory
Maryland
+$230M
4
DZ Bank
DZ Bank
Germany
+$169M
5
Fundsmith LLP
Fundsmith LLP
United Kingdom
+$113M

Top Sellers

Rank Fund Capital Flow
1
TP
Third Point
New York
-$300M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$127M
3
Goldman Sachs
Goldman Sachs
New York
-$122M
4
Jennison Associates
Jennison Associates
New York
-$111M
5
Wells Fargo
Wells Fargo
California
-$109M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
776
Strategic Wealth Partners
Ohio
$753K +$19.7K +58 +3%
CB
777
CNB Bank
Pennsylvania
$750K -$4.75K -14 -0.7%
MGP
778
Metis Global Partners
California
$749K +$686K +2,022 New
SC
779
Scotia Capital
Ontario, Canada
$748K -$14.9K -44 -2%
ACM
780
Argent Capital Management
Missouri
$740K – – –
EB
781
Eastern Bank
Massachusetts
$740K – – –
BCM
782
Brookstone Capital Management
Illinois
$736K -$18.7K -55 -3%
SG
783
Strid Group
Pennsylvania
$730K +$3.39K +10 +0.5%
FFBTD
784
First Financial Bank - Trust Division
Ohio
$729K – – –
LS
785
Livforsakringsbolaget Skandia
Sweden
$723K -$407K -1,200 -38%
TCM
786
Twin Capital Management
Pennsylvania
$717K -$37.3K -110 -5%
FHA
787
First Horizon Advisors
Tennessee
$715K +$14.9K +44 +2%
MIM
788
Meridiem Investment Management
United Kingdom
$707K -$165K -485 -20%
Lido Advisors
789
Lido Advisors
California
$703K +$260K +766 +68%
PFP
790
Paragon Financial Partners
California
$697K +$639K +1,884 New
MCWA
791
Meadow Creek Wealth Advisors
Georgia
$695K +$637K +1,877 New
CC
792
Cannell & Co
New York
$694K -$119K -350 -16%
ABC
793
Associated Banc-Corp
Wisconsin
$677K -$141K -414 -18%
APA
794
American Portfolios Advisors
New York
$676K +$41.1K +121 +7%
BFIM
795
Beese Fulmer Investment Management
Ohio
$672K +$114K +335 +23%
KJHP
796
K.J. Harrison & Partners
Ontario, Canada
$669K -$1.36K -4 -0.2%
SIP
797
Scott Investment Partners
United Kingdom
$666K – – –
ZB
798
Zions Bancorporation
Utah
$665K +$22.4K +66 +4%
OPW
799
Oxler Private Wealth
New York
$660K +$679 +2 +0.1%
GA
800
GraniteShares Advisors
New York
$658K +$604K +1,780 New
30 31
32
33 34

EL Hedge Fund Activity: Q4 2021 in Review

1,258 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Estee Lauder (EL) for Q4 2021, worth a combined $75.5B — up 24% from $60.9B a quarter earlier.

Buyers outnumbered sellers: 199 funds opened new EL positions and 96 closed out — a net gain of 103 holders — while 478 added to existing stakes and 388 trimmed.

The largest buyer was BlackRock, adding an estimated $669M. The largest seller was Third Point, exiting entirely with an estimated $300M sold.

  • 1,258 institutional investors held Estee Lauder (EL) as of Q4 2021, up from 1,171 in Q3 2021.
  • Funds reported $75.5B of Estee Lauder stock for Q4 2021, up 24% quarter-over-quarter.
  • 199 funds opened new Estee Lauder positions in Q4 2021 and 96 closed out, a net change of +103 holders.
  • The largest Estee Lauder buyer in Q4 2021 was BlackRock, an estimated $669M added.
  • The largest Estee Lauder seller in Q4 2021 was Third Point, an estimated $300M sold.

Based on aggregated 13F filings for Q4 2021.