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Estee Lauder
EL

1,231 hedge funds and large institutions have $50.1B invested in Estee Lauder in 2023 Q1 according to their latest regulatory filings, with 141 funds opening new positions, 509 increasing their positions, 396 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 141 | Existing positions closed: 69

29% more repeat investments, than reductions

Existing positions increased: 509 | Existing positions reduced: 396

25% more call options, than puts

Call options by funds: $807M | Put options by funds: $645M

4% more funds holding

Funds holding: 1,182 → 1,231 (+49)

3.11% more ownership

Funds ownership: 88.29% → 91.4% (+3.1%)

0% more funds holding in top 10

Funds holding in top 10: 31 → 31 (0)

1% less capital invested

Capital invested by funds: $50.7B → $50.1B (-$530M)

Holders
1,231
Holders Change
+49
Holders Change %
+4.15%
% of All Funds
19.62%
Holding in Top 10
31
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.49%
New
141
Increased
509
Reduced
396
Closed
69
Calls
$807M
Puts
$645M
Net Calls
+$162M
Net Calls Change
+$123M

Top Buyers

Rank Fund Capital Flow
1
DZ Bank
DZ Bank
Germany
+$224M
2
Amundi
Amundi
France
+$199M
3
BPC
Banque Pictet & Cie
Switzerland
+$183M
4
N
Nuveen
North Carolina
+$168M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$96.8M

Top Sellers

Rank Fund Capital Flow
1
Jennison Associates
Jennison Associates
New York
-$872M
2
Morgan Stanley
Morgan Stanley
New York
-$592M
3
Winslow Capital Management
Winslow Capital Management
Minnesota
-$233M
4
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
-$133M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$109M
Name Holding Trade Value Shares
Change 		Change in
Stake
ESCM
801
Echo Street Capital Management
New York
$550K +$567K +2,231 New
MNBTD
802
Moody National Bank Trust Division
Texas
$543K – – –
AF
803
Apexium Financial
Texas
$540K -$7.37K -29 -1%
JF
804
Jump Financial
Illinois
$538K +$554K +2,181 New
CC
805
Cannell & Co
New York
$536K +$76.2K +300 +16%
SCM
806
Stonebridge Capital Management
California
$532K – – –
CI
807
CX Institutional
Indiana
$532K +$89.4K +352 +20%
SA
808
Syntax Advisors
New York
$531K +$1.27K +5 +0.2%
VCG
809
Vantage Consulting Group
Virginia
$531K +$1.27K +5 +0.2%
BC
810
Bowman & Company
Wisconsin
$530K +$76K +299 +16%
VIA
811
Vident Investment Advisory
Georgia
$530K +$146K +576 +37%
SRAM
812
Spouting Rock Asset Management
Pennsylvania
$528K +$545K +2,144 New
HSA
813
HBK Sorce Advisory
Pennsylvania
$528K -$640K -2,519 -54%
PRC
814
Pearl River Capital
Michigan
$523K +$540K +2,124 New
BBA
815
Baader Bank Aktiengesellschaft
Germany
$520K +$536K +2,111 New
AA
816
Ancora Advisors
Ohio
$518K – – –
AC
817
AXQ Capital
New Jersey
$518K +$534K +2,100 New
SCM
818
Stevens Capital Management
Pennsylvania
$512K +$528K +2,078 New
VCM
819
Virtue Capital Management
Tennessee
$512K -$57.4K -226 -10%
SW
820
SteelPeak Wealth
California
$510K +$6.35K +25 +1%
AIC
821
Argus Investors Counsel
New York
$507K -$3.56K -14 -0.7%
SIG
822
Stonegate Investment Group
Alabama
$507K -$2.29K -9 -0.4%
TPW
823
Transatlantique Private Wealth
New York
$502K +$6.86K +27 +1%
CB
824
CNB Bank
Pennsylvania
$499K +$1.52K +6 +0.3%
KJHP
825
K.J. Harrison & Partners
Ontario, Canada
$494K – – –
31 32
33
34 35

EL Hedge Fund Activity: Q1 2023 in Review

1,231 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Estee Lauder (EL) for Q1 2023, worth a combined $50.1B — down 1% from $50.7B a quarter earlier.

Buyers outnumbered sellers: 141 funds opened new EL positions and 69 closed out — a net gain of 72 holders — while 509 added to existing stakes and 396 trimmed.

The largest buyer was DZ Bank, adding an estimated $224M. The largest seller was Jennison Associates, cutting an estimated $872M.

  • 1,231 institutional investors held Estee Lauder (EL) as of Q1 2023, up from 1,182 in Q4 2022.
  • Funds reported $50.1B of Estee Lauder stock for Q1 2023, down 1% quarter-over-quarter.
  • 141 funds opened new Estee Lauder positions in Q1 2023 and 69 closed out, a net change of +72 holders.
  • The largest Estee Lauder buyer in Q1 2023 was DZ Bank, an estimated $224M added.
  • The largest Estee Lauder seller in Q1 2023 was Jennison Associates, an estimated $872M sold.

Based on aggregated 13F filings for Q1 2023.