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Estee Lauder

896 hedge funds and large institutions have $36.7B invested in Estee Lauder in 2019 Q2 according to their latest regulatory filings, with 109 funds opening new positions, 341 increasing their positions, 323 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 80

21% more call options, than puts

Call options by funds: $230M | Put options by funds: $190M

12% more capital invested

Capital invested by funds: $32.9B → $36.7B (+$3.86B)

4% more funds holding in top 10

Funds holding in top 10: 2425 (+1)

2% more funds holding

Funds holding: 880896 (+16)

6% more repeat investments, than reductions

Existing positions increased: 341 | Existing positions reduced: 323

0.33% more ownership

Funds ownership: 91.4%91.74% (+0.33%)

Holders
896
Holders Change
+16
Holders Change %
+1.82%
% of All Funds
19.46%
Holding in Top 10
25
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.17%
% of All Funds
0.54%
New
109
Increased
341
Reduced
323
Closed
80
Calls
$230M
Puts
$190M
Net Calls
+$39.9M
Net Calls Change
+$21.1M
Name Holding Trade Value Shares
Change
Change in
Stake
ClearBridge Investments
851
ClearBridge Investments
New York
$14K -$171 -1 -1%
TC
852
Truvestments Capital
Florida
$12K
SWA
853
Sutton Wealth Advisors
Florida
$11.2K +$854 +5 +9%
PCA
854
Providence Capital Advisors
North Carolina
$11K
APW
855
Acima Private Wealth
Virginia
$10K
ETI
856
Enterprise Trust & Investment
California
$10K +$9.4K +55 New
GWMIA
857
Global Wealth Management Investment Advisory
Florida
$9K
ME
858
McIlrath & Eck
Washington
$8K
WEC
859
Winslow Evans & Crocker
Massachusetts
$8K
CCM
860
Cribstone Capital Management
Maine
$8K +$1.02K +6 +17%
FNBOSM
861
First National Bank of South Miami
Florida
$8K +$7.52K +44 New
JFGIW
862
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$8K +$7.86K +46 New
LWANC
863
Laurel Wealth Advisors (North Carolina)
North Carolina
$7K -$6.32K -37 -49%
WAP
864
Wealthcare Advisory Partners
Pennsylvania
$7K
CH
865
Canton Hathaway
Rhode Island
$6K -$6.15K -36 -52%
BAM
866
Barrett Asset Management
New York
$6K
PWMG
867
Prestige Wealth Management Group
New Jersey
$6K
CWA
868
Clarus Wealth Advisors
Arizona
$6K +$5.47K +32 New
AIM
869
Advantage Investment Management
Iowa
$5K
BFC
870
Bedel Financial Consulting
Indiana
$5K
EWM
871
Executive Wealth Management
Michigan
$5K
VCM
872
Vigilant Capital Management
Maine
$5K
EWA
873
Evolution Wealth Advisors
Florida
$5K +$4.44K +26 New
BL
874
Balentine LLC
Georgia
$5K +$4.61K +27 New
Kayne Anderson Rudnick Investment Management
875
Kayne Anderson Rudnick Investment Management
California
$5K +$5.13K +30 New

EL Hedge Fund Activity: Q2 2019 in Review

896 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Estee Lauder (EL) for Q2 2019, worth a combined $36.7B — up 12% from $32.9B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new EL positions and 80 closed out — a net gain of 29 holders — while 341 added to existing stakes and 323 trimmed.

The largest buyer was Magellan Asset Management, opening a new position worth an estimated $413M. The largest seller was Janus Henderson Group, cutting an estimated $203M.

  • 896 institutional investors held Estee Lauder (EL) as of Q2 2019, up from 880 in Q1 2019.
  • Funds reported $36.7B of Estee Lauder stock for Q2 2019, up 12% quarter-over-quarter.
  • 109 funds opened new Estee Lauder positions in Q2 2019 and 80 closed out, a net change of +29 holders.
  • The largest Estee Lauder buyer in Q2 2019 was Magellan Asset Management, an estimated $413M added.
  • The largest Estee Lauder seller in Q2 2019 was Janus Henderson Group, an estimated $203M sold.

Based on aggregated 13F filings for Q2 2019.