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Estee Lauder
EL

841 hedge funds and large institutions have $29.9B invested in Estee Lauder in 2018 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 316 increasing their positions, 304 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 47

6% more funds holding

Funds holding: 794 → 841 (+47)

3.21% more ownership

Funds ownership: 90.67% → 93.88% (+3.2%)

4% more repeat investments, than reductions

Existing positions increased: 316 | Existing positions reduced: 304

0% more funds holding in top 10

Funds holding in top 10: 22 → 22 (0)

2% less capital invested

Capital invested by funds: $30.4B → $29.9B (-$466M)

13% less call options, than puts

Call options by funds: $184M | Put options by funds: $210M

Holders
841
Holders Change
+47
Holders Change %
+5.92%
% of All Funds
19.25%
Holding in Top 10
22
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.5%
New
100
Increased
316
Reduced
304
Closed
47
Calls
$184M
Puts
$210M
Net Calls
-$26.3M
Net Calls Change
+$100M

Top Buyers

Rank Fund Capital Flow
1
AQR Capital Management
AQR Capital Management
Connecticut
+$123M
2
SGA
Sustainable Growth Advisers
Connecticut
+$117M
3
Millennium Management
Millennium Management
New York
+$113M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$109M
5
AL
AJO LP
Pennsylvania
+$102M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$217M
2
EVM
Eaton Vance Management
Massachusetts
-$156M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$141M
4
Brown Advisory
Brown Advisory
Maryland
-$124M
5
Jennison Associates
Jennison Associates
New York
-$105M
Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
876
IHT Wealth Management
Illinois
– -$31K -212 Closed
BC
877
Bartlett & Co
Ohio
– -$22K -150 Closed
BCWM
878
Bartlett & Co Wealth Management
Ohio
– -$22.5K -150 Closed
FCAG
879
First Capital Advisors Group
New Jersey
– -$17K -116 Closed
PFO
880
Pathstone Family Office
New Jersey
– -$14K -94 Closed
AWA
881
Acorn Wealth Advisors
Michigan
– -$4K -30 Closed
JWA
882
JFS Wealth Advisors
Pennsylvania
– -$4K -25 Closed
LFG
883
LifePlan Financial Group
Ohio
– -$2K -16 Closed
AWM
884
Aevitas Wealth Management
Massachusetts
– -$1K -6 Closed
GI
885
Gradient Investments
Minnesota
– -$1K -5 Closed
AC
886
Avestar Capital
New York
– +$592 +4 New
EA
887
Edge Advisors
Georgia
– +$740 +5 New
32 33 34 35
36

EL Hedge Fund Activity: Q2 2018 in Review

841 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Estee Lauder (EL) for Q2 2018, worth a combined $29.9B — down 1.5% from $30.4B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new EL positions and 47 closed out — a net gain of 53 holders — while 316 added to existing stakes and 304 trimmed.

The largest buyer was AQR Capital Management, adding an estimated $123M. The largest seller was Wellington Management Group, cutting an estimated $217M.

  • 841 institutional investors held Estee Lauder (EL) as of Q2 2018, up from 794 in Q1 2018.
  • Funds reported $29.9B of Estee Lauder stock for Q2 2018, down 1.5% quarter-over-quarter.
  • 100 funds opened new Estee Lauder positions in Q2 2018 and 47 closed out, a net change of +53 holders.
  • The largest Estee Lauder buyer in Q2 2018 was AQR Capital Management, an estimated $123M added.
  • The largest Estee Lauder seller in Q2 2018 was Wellington Management Group, an estimated $217M sold.

Based on aggregated 13F filings for Q2 2018.