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Estee Lauder
EL

946 hedge funds and large institutions have $32.4B invested in Estee Lauder in 2020 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 324 increasing their positions, 399 reducing their positions, and 153 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.58% more ownership

Funds ownership: 88.86% → 91.44% (+2.6%)

7% less funds holding

Funds holding: 1,014 → 946 (-68)

18% less call options, than puts

Call options by funds: $219M | Put options by funds: $269M

19% less repeat investments, than reductions

Existing positions increased: 324 | Existing positions reduced: 399

21% less capital invested

Capital invested by funds: $40.8B → $32.4B (-$8.44B)

25% less funds holding in top 10

Funds holding in top 10: 24 → 18 (-6)

37% less first-time investments, than exits

New positions opened: 97 | Existing positions closed: 153

Holders
946
Holders Change
-68
Holders Change %
-6.71%
% of All Funds
20.85%
Holding in Top 10
18
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-25%
% of All Funds
0.4%
New
97
Increased
324
Reduced
399
Closed
153
Calls
$219M
Puts
$269M
Net Calls
-$49.6M
Net Calls Change
+$216M

Top Buyers

Rank Fund Capital Flow
1
Capital Research Global Investors
Capital Research Global Investors
California
+$499M
2
Citigroup
Citigroup
New York
+$344M
3
Capital International Investors
Capital International Investors
California
+$308M
4
Jennison Associates
Jennison Associates
New York
+$274M
5
Capital World Investors
Capital World Investors
California
+$245M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$212M
2
Renaissance Technologies
Renaissance Technologies
New York
-$186M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$184M
4
Goldman Sachs
Goldman Sachs
New York
-$135M
5
SGA
Sustainable Growth Advisers
Connecticut
-$105M
Name Holding Trade Value Shares
Change 		Change in
Stake
SFPG
926
Stonebridge Financial Planning Group
Florida
$4K – – –
AIC
927
Ameritas Investment Company
Nebraska
$4K +$4.82K +25 New
FP
928
Financial Perspectives
Minnesota
$3.86K – – –
KFS
929
Kelly Financial Services
Massachusetts
$3.38K – – –
JFA
930
JNBA Financial Advisors
Minnesota
$3K – – –
PCFFS
931
Pacific Center for Financial Services
California
$3K – – –
CCM
932
Cribstone Capital Management
Maine
$2K -$1.16K -6 -33%
FRA
933
Front Row Advisors
California
$2K -$1.16K -6 -40%
AIC
934
Archer Investment Corporation
Indiana
$2K – – –
CCM
935
Copeland Capital Management
Pennsylvania
$2K – – –
MCM
936
MV Capital Management
Maryland
$2K – – –
POIA
937
Pin Oak Investment Advisors
Texas
$2K – – –
SCA
938
Stonebridge Capital Advisors
Minnesota
$2K – – –
BDWM
939
Brewin Dolphin Wealth Management
Ireland
$1.91K – – –
AWM
940
Avior Wealth Management
Nebraska
$1K -$7.14K -37 -79%
AWM
941
Atticus Wealth Management
Florida
$1K – – –
RBC
942
Roble Belko & Company
Pennsylvania
$1K – – –
TI
943
tru Independence
Oregon
$30 – – –
Arrowstreet Capital
944
Arrowstreet Capital
Massachusetts
– -$74M -358,048 Closed
Millennium Management
945
Millennium Management
New York
– -$22.5M -116,669 Closed
AC
946
Armistice Capital
New York
– -$20.7M -100,000 Closed
SAM
947
Scopus Asset Management
New York
– -$20.7M -100,000 Closed
RC
948
Randolph Company
Ohio
– -$20M -96,632 Closed
TCM
949
Tran Capital Management
California
– -$13.4M -64,645 Closed
SH
950
SeaTown Holdings
Singapore
– -$10.4M -50,400 Closed
36 37
38
39 40

EL Hedge Fund Activity: Q1 2020 in Review

946 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Estee Lauder (EL) for Q1 2020, worth a combined $32.4B — down 21% from $40.8B a quarter earlier.

Sellers outnumbered buyers: 153 funds closed out of EL and 97 opened new positions — a net loss of 56 holders — while 399 trimmed existing stakes and 324 added.

The largest buyer was Capital Research Global Investors, adding an estimated $499M. The largest seller was BlackRock, cutting an estimated $212M.

  • 946 institutional investors held Estee Lauder (EL) as of Q1 2020, down from 1,014 in Q4 2019.
  • Funds reported $32.4B of Estee Lauder stock for Q1 2020, down 21% quarter-over-quarter.
  • 97 funds opened new Estee Lauder positions in Q1 2020 and 153 closed out, a net change of -56 holders.
  • The largest Estee Lauder buyer in Q1 2020 was Capital Research Global Investors, an estimated $499M added.
  • The largest Estee Lauder seller in Q1 2020 was BlackRock, an estimated $212M sold.

Based on aggregated 13F filings for Q1 2020.