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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
RP
1026
Riverwater Partners
Wisconsin
$257K +$235K +693 New
PFS
1027
Prospera Financial Services
Texas
$256K +$234K +690 New
TA
1028
Tiedemann Advisors
New York
$255K – – –
WFI
1029
West Family Investments
California
$254K -$27.5K -81 -11%
ST
1030
Smithfield Trust
Pennsylvania
$254K – – –
KA
1031
Kovack Advisors
Florida
$254K +$6.79K +20 +3%
LWM
1032
Laidlaw Wealth Management
New York
$254K +$232K +685 New
PWS
1033
Peterson Wealth Services
Utah
$253K +$232K +683 New
IF
1034
IRON Financial
Illinois
$251K -$1.02K -3 -0.4%
ALAM
1035
Asahi Life Asset Management
Japan
$248K -$50.9K -150 -18%
FCH
1036
Freestone Capital Holdings
Washington
$248K +$228K +671 New
BHWM
1037
Bar Harbor Wealth Management
New Hampshire
$247K -$19.7K -58 -8%
OPS
1038
Orion Portfolio Solutions
Nebraska
$245K +$225K +663 New
EGA
1039
Eagle Global Advisors
Texas
$244K -$33.9K -100 -13%
KP
1040
Keel Point
Alabama
$244K +$224K +659 New
CRC
1041
Curi RMB Capital
Illinois
$244K +$224K +660 New
IAIM
1042
International Assets Investment Management
Florida
$243K +$222K +655 New
GKWIM
1043
Gerber Kawasaki Wealth & Investment Management
California
$238K -$63.5K -187 -23%
OCAM
1044
Onex Canada Asset Management
Ontario, Canada
$238K +$218K +642 New
TPWA
1045
TRUE Private Wealth Advisors
Oregon
$236K +$217K +638 New
CIP
1046
Convergence Investment Partners
Florida
$235K -$11.2K -33 -5%
FHB
1047
First Hawaiian Bank
Hawaii
$234K -$13.9K -41 -6%
CC
1048
Commons Capital
Massachusetts
$234K +$215K +632 New
BFA
1049
Beaumont Financial Advisors
Massachusetts
$231K -$66.2K -195 -24%
WA
1050
Wealth Architects
California
$230K +$210K +620 New
40 41
42
43 44

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.