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Estee Lauder
EL

988 hedge funds and large institutions have $21.9B invested in Estee Lauder in 2024 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 331 increasing their positions, 418 reducing their positions, and 154 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.84% less ownership

Funds ownership: 88.93% → 88.09% (-0.84%)

7% less funds holding

Funds holding: 1,058 → 988 (-70)

21% less repeat investments, than reductions

Existing positions increased: 331 | Existing positions reduced: 418

29% less funds holding in top 10

Funds holding in top 10: 14 → 10 (-4)

30% less call options, than puts

Call options by funds: $696M | Put options by funds: $996M

32% less capital invested

Capital invested by funds: $32B → $21.9B (-$10.1B)

37% less first-time investments, than exits

New positions opened: 97 | Existing positions closed: 154

Holders
988
Holders Change
-70
Holders Change %
-6.62%
% of All Funds
14.27%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.14%
New
97
Increased
331
Reduced
418
Closed
154
Calls
$696M
Puts
$996M
Net Calls
-$300M
Net Calls Change
+$8.45M

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$674M
2
Citadel Advisors
Citadel Advisors
Florida
+$308M
3
Marshall Wace
Marshall Wace
United Kingdom
+$252M
4
Morgan Stanley
Morgan Stanley
New York
+$153M
5
Two Sigma Investments
Two Sigma Investments
New York
+$145M

Top Sellers

Rank Fund Capital Flow
1
BCF
BLS Capital Fondsmaeglerselskab
Denmark
-$305M
2
Jennison Associates
Jennison Associates
New York
-$291M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$215M
4
Holocene Advisors
Holocene Advisors
New York
-$172M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$172M
Name Holding Trade Value Shares
Change 		Change in
Stake
NS
926
NBC Securities
Alabama
$3K -$1.31K -10 -22%
PCM
927
Penserra Capital Management
California
$3K – – –
HGERS
928
Householder Group Estate & Retirement Specialist
Arizona
$3K +$525 +4 +15%
CB
929
Centennial Bank
Arkansas
$2.77K – – –
GAG
930
Goodman Advisory Group
Massachusetts
$2.66K – – –
FP
931
Financial Perspectives
Minnesota
$2.58K – – –
PCTC
932
Perkins Coie Trust Company
Washington
$2.45K – – –
AF
933
Advisornet Financial
Minnesota
$2.34K -$4.85K -37 -63%
GJWM
934
Gilliland Jeter Wealth Management
Arkansas
$2.34K – – –
CSC
935
Caldwell Sutter Capital
California
$2.23K – – –
VCM
936
Versant Capital Management
Arizona
$2.23K – – –
CJ
937
Caitlin John
Michigan
$2.17K – – –
AAG
938
Armstrong Advisory Group
Massachusetts
$2.13K – – –
DWA
939
Delos Wealth Advisors
Texas
$2.13K – – –
HWA
940
HHM Wealth Advisors
Tennessee
$2.13K – – –
CP
941
Castleview Partners
Texas
$2.13K +$2.62K +20 New
ETS
942
ESL Trust Services
New York
$2.13K +$2.62K +20 New
FCG
943
Financial Connections Group
California
$2K +$3.02K +23 New
PWA
944
Provenance Wealth Advisors
Florida
$1.92K – – –
KFS
945
Kelly Financial Services
Massachusetts
$1.76K -$656 -5 -23%
HCM
946
Hollencrest Capital Management
California
$1.7K -$36.5K -278 -95%
CAC
947
Core Alternative Capital
Georgia
$1.6K – – –
HWP
948
Highline Wealth Partners
California
$1.6K +$1.97K +15 New
IWA
949
IBEX Wealth Advisors
New Jersey
$1.55K +$1.97K +15 New
GEA
950
Glen Eagle Advisors
New Jersey
$1.49K +$1.84K +14 New
36 37
38
39 40

EL Hedge Fund Activity: Q2 2024 in Review

988 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Estee Lauder (EL) for Q2 2024, worth a combined $21.9B — down 32% from $32B a quarter earlier.

Sellers outnumbered buyers: 154 funds closed out of EL and 97 opened new positions — a net loss of 57 holders — while 418 trimmed existing stakes and 331 added.

The largest buyer was Wellington Management Group, adding an estimated $674M. The largest seller was BLS Capital Fondsmaeglerselskab, exiting entirely with an estimated $305M sold.

  • 988 institutional investors held Estee Lauder (EL) as of Q2 2024, down from 1,058 in Q1 2024.
  • Funds reported $21.9B of Estee Lauder stock for Q2 2024, down 32% quarter-over-quarter.
  • 97 funds opened new Estee Lauder positions in Q2 2024 and 154 closed out, a net change of -57 holders.
  • The largest Estee Lauder buyer in Q2 2024 was Wellington Management Group, an estimated $674M added.
  • The largest Estee Lauder seller in Q2 2024 was BLS Capital Fondsmaeglerselskab, an estimated $305M sold.

Based on aggregated 13F filings for Q2 2024.