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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
AWA
901
Amplius Wealth Advisors
Pennsylvania
$430K +$395K +1,164 New
EHC
902
Everett Harris & Co
California
$429K -$102K -300 -21%
SC
903
Savant Capital
Illinois
$429K +$77.4K +228 +25%
BOPW
904
Brandywine Oak Private Wealth
Pennsylvania
$427K -$7.47K -22 -2%
VC
905
Veery Capital
Delaware
$427K – – –
PWA
906
Phoenix Wealth Advisors
North Carolina
$426K – – –
FNB
907
Farmers National Bank
Kentucky
$426K +$7.81K +23 +2%
GIA
908
Gateway Investment Advisers
Ohio
$425K -$48.9K -144 -11%
DWT
909
Dorsey & Whitney Trust
South Dakota
$425K +$140K +413 +56%
A
910
AustralianSuper
Australia
$423K +$7.76M +22,850 +2%
SH
911
Svenska Handelsbanken
Sweden
$422K – – –
CT
912
Coastline Trust
Rhode Island
$420K – – –
EWA
913
EP Wealth Advisors
California
$413K +$1.02K +3 +0.3%
DS
914
DRW Securities
Illinois
$412K +$377K +1,112 New
LMAM
915
Legg Mason Asset Management
Japan
$410K -$363K -1,071 -49%
SGCA
916
Steel Grove Capital Advisors
Tennessee
$410K – – –
TC
917
Telemus Capital
Michigan
$405K +$3.73K +11 +1%
FMTC
918
Farmers & Merchants Trust Company
California
$404K – – –
SDIC
919
South Dakota Investment Council
South Dakota
$404K – – –
CMBA
920
C.M. Bidwell & Associates
Hawaii
$402K -$41.4K -122 -10%
KWM
921
Kingsview Wealth Management
Oregon
$400K – – –
First Manhattan
922
First Manhattan
New York
$399K -$136K -400 -27%
PAM
923
Peak Asset Management
Colorado
$398K – – –
IWC
924
Integrated Wealth Concepts
Massachusetts
$396K -$13.6K -40 -4%
BAS
925
Brown Advisory Securities
Maryland
$394K -$47.9K -141 -12%
35 36
37
38 39

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.