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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
MFG
976
Merit Financial Group
Georgia
$307K +$15.3K +45 +6%
ACM
977
AlphaStar Capital Management
North Carolina
$306K +$322K +949 New
SIMG
978
Sonora Investment Management Group
Arizona
$303K +$278K +818 New
ADL
979
Asset Dedication LLC
California
$298K -$2.04K -6 -0.7%
GBT
980
Grove Bank & Trust
Florida
$297K – – –
MCS
981
Metatron Capital SICAV
Malta
$296K +$272K +800 New
CCT
982
Country Club Trust
Missouri
$296K -$17K -50 -6%
JMFC
983
J.M. Forbes & Co
Massachusetts
$296K – – –
RA
984
RFG Advisory
Alabama
$296K +$28.8K +85 +12%
PCP
985
Proficio Capital Partners
Massachusetts
$295K +$5.77K +17 +2%
IC
986
Intersect Capital
California
$295K +$6.11K +18 +2%
CWP
987
Curated Wealth Partners
California
$294K – – –
TP
988
Tranquility Partners
Tennessee
$292K – – –
TWA
989
TCI Wealth Advisors
Arizona
$292K +$6.79K +20 +3%
TCOT
990
Trust Company of Toledo
Ohio
$290K – – –
WWM
991
Western Wealth Management
Colorado
$290K +$265K +780 New
C
992
Certuity
Florida
$289K -$175K -516 -40%
HBWM
993
Hollow Brook Wealth Management
New York
$289K +$265K +780 New
MA
994
Mosaic Advisors
Texas
$287K +$263K +775 New
PMFA
995
Plante Moran Financial Advisors
Michigan
$286K +$18.3K +54 +8%
MCM
996
Mainstay Capital Management
Michigan
$286K +$262K +771 New
FLPIM
997
F.L. Putnam Investment Management
Massachusetts
$285K +$261K +769 New
SFA
998
Sequoia Financial Advisors
Ohio
$284K +$261K +768 New
SBL
999
Sargent Bickham Lagudis
Colorado
$281K – – –
CCG
1000
Cypress Capital Group
Florida
$278K +$255K +752 New
38 39
40
41 42

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.