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Estee Lauder
EL

794 hedge funds and large institutions have $30.4B invested in Estee Lauder in 2018 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 268 increasing their positions, 330 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 75

29% more funds holding in top 10

Funds holding in top 10: 17 → 22 (+5)

20% more capital invested

Capital invested by funds: $25.4B → $30.4B (+$4.97B)

2% more funds holding

Funds holding: 779 → 794 (+15)

1.59% more ownership

Funds ownership: 89.08% → 90.67% (+1.6%)

19% less repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 330

47% less call options, than puts

Call options by funds: $141M | Put options by funds: $267M

Holders
794
Holders Change
+15
Holders Change %
+1.93%
% 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
99
Increased
268
Reduced
330
Closed
75
Calls
$141M
Puts
$267M
Net Calls
-$126M
Net Calls Change
-$7.75M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$373M
2
AQR Capital Management
AQR Capital Management
Connecticut
+$252M
3
Goldman Sachs
Goldman Sachs
New York
+$177M
4
JIM
Jupiter Investment Management
United Kingdom
+$141M
5
PAM
Panagora Asset Management
Massachusetts
+$107M

Top Sellers

Rank Fund Capital Flow
1
UIM
USS Investment Management
United Kingdom
-$119M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$98.2M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$88.8M
4
Morgan Stanley
Morgan Stanley
New York
-$87.1M
5
HCM
Hitchwood Capital Management
New York
-$82.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
Two Sigma Investments
801
Two Sigma Investments
New York
– -$12.3M -96,921 Closed
First Eagle Investment Management
802
First Eagle Investment Management
New York
– -$6.61M -51,960 Closed
EIM
803
Elephas Investment Management
Hong Kong
– -$5.76M -45,300 Closed
KC
804
Kepos Capital
New York
– -$4.73M -37,199 Closed
QC
805
Quadrature Capital
United Kingdom
– -$4.3M -33,791 Closed
CPIM
806
Columbia Partners Investment Management
Virginia
– -$4.03M -31,642 Closed
QIM
807
Quest Investment Management
Oregon
– -$3.07M -24,148 Closed
LTI
808
Laffer Tengler Investments
Tennessee
– -$2.96M -23,255 Closed
CC
809
Cipher Capital
New York
– -$2.45M -19,265 Closed
SCM
810
Sterling Capital Management
North Carolina
– -$2.22M -17,480 Closed
Verition Fund Management
811
Verition Fund Management
Connecticut
– -$2.21M -17,342 Closed
Point72 Asset Management
812
Point72 Asset Management
Connecticut
– -$2.06M -16,200 Closed
SEC
813
Seven Eight Capital
New York
– -$2.04M -16,000 Closed
KWILP
814
Kiwi Wealth Investments Limited Partnership
New Zealand
– -$1.87M -14,682 Closed
DCM
815
Dynamic Capital Management
Jersey
– -$1.86M -14,643 Closed
TH
816
Timber Hill
Connecticut
– -$1.67M -13,104 Closed
FP
817
FDO Partners
Massachusetts
– -$1.3M -10,191 Closed
PP
818
PDT Partners
New York
– -$1.27M -10,000 Closed
Parallax Volatility Advisers
819
Parallax Volatility Advisers
California
– -$1.1M -8,687 Closed
VF
820
Virtu Financial
New York
– -$1.1M -8,686 Closed
NMC
821
Nine Masts Capital
Hong Kong
– -$1.02M -7,334 Closed
NIM
822
NuWave Investment Management
New Jersey
– -$909K -7,138 Closed
MA
823
MANA Advisors
New York
– -$872K -6,855 Closed
SSA
824
Schonfeld Strategic Advisors
New York
– -$862K -6,774 Closed
WP
825
WMS Partners
Maryland
– -$838K -6,587 Closed
31 32
33
34 35

EL Hedge Fund Activity: Q1 2018 in Review

794 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Estee Lauder (EL) for Q1 2018, worth a combined $30.4B — up 20% from $25.4B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new EL positions and 75 closed out — a net gain of 24 holders — while 268 added to existing stakes and 330 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $373M. The largest seller was USS Investment Management, exiting entirely with an estimated $119M sold.

  • 794 institutional investors held Estee Lauder (EL) as of Q1 2018, up from 779 in Q4 2017.
  • Funds reported $30.4B of Estee Lauder stock for Q1 2018, up 20% quarter-over-quarter.
  • 99 funds opened new Estee Lauder positions in Q1 2018 and 75 closed out, a net change of +24 holders.
  • The largest Estee Lauder buyer in Q1 2018 was JP Morgan Chase, an estimated $373M added.
  • The largest Estee Lauder seller in Q1 2018 was USS Investment Management, an estimated $119M sold.

Based on aggregated 13F filings for Q1 2018.