Estee Lauder
1,205 hedge funds and large institutions have $54.8B invested in Estee Lauder in 2022 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 488 increasing their positions, 436 reducing their positions, and 146 closing their positions.
340% more call options, than puts
Call options by funds: $1.56B | Put options by funds: $355M
12% more repeat investments, than reductions
Existing positions increased: 488 | Existing positions reduced: 436
1.63% less ownership
Funds ownership: 88.81% → 87.18% (-1.6%)
4% less funds holding
Funds holding: 1,258 → 1,205 (-53)
26% less first-time investments, than exits
New positions opened: 108 | Existing positions closed: 146
27% less capital invested
Capital invested by funds: $75.5B → $54.8B (-$20.7B)
33% less funds holding in top 10
Funds holding in top 10: 30 → 20 (-10)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIS
Fundsmith Investment Services
Grande Riviere Noire,
Mauritius
|
+$440M |
| 2 |
Marshall Wace
London,
United Kingdom
|
+$198M |
| 3 |
Morgan Stanley
New York
|
+$197M |
| 4 |
Ninety One (UK)
London,
United Kingdom
|
+$158M |
| 5 |
ATO
Alecta Tjanstepension Omsesidigt
Stockholm,
Sweden
|
+$138M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fundsmith LLP
London,
United Kingdom
|
-$412M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$365M |
| 3 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$312M |
| 4 |
Brown Advisory
Baltimore,
Maryland
|
-$181M |
| 5 |
JP Morgan Chase
New York
|
-$144M |
EL Hedge Fund Activity: Q1 2022 in Review
1,205 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Estee Lauder (EL) for Q1 2022, worth a combined $54.8B — down 27% from $75.5B a quarter earlier.
Sellers outnumbered buyers: 146 funds closed out of EL and 108 opened new positions — a net loss of 38 holders — while 436 trimmed existing stakes and 488 added.
The largest buyer was Fundsmith Investment Services, adding an estimated $440M. The largest seller was Fundsmith LLP, cutting an estimated $412M.
- 1,205 institutional investors held Estee Lauder (EL) as of Q1 2022, down from 1,258 in Q4 2021.
- Funds reported $54.8B of Estee Lauder stock for Q1 2022, down 27% quarter-over-quarter.
- 108 funds opened new Estee Lauder positions in Q1 2022 and 146 closed out, a net change of -38 holders.
- The largest Estee Lauder buyer in Q1 2022 was Fundsmith Investment Services, an estimated $440M added.
- The largest Estee Lauder seller in Q1 2022 was Fundsmith LLP, an estimated $412M sold.
Based on aggregated 13F filings for Q1 2022.