Estee Lauder
840 hedge funds and large institutions have $15.9B invested in Estee Lauder in 2024 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 250 increasing their positions, 339 reducing their positions, and 209 closing their positions.
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
4.71% more ownership
Funds ownership: 86.24% → 90.94% (+4.7%)
8% less funds holding
Funds holding: 914 → 840 (-74)
12% less call options, than puts
Call options by funds: $1.06B | Put options by funds: $1.21B
20% less capital invested
Capital invested by funds: $20B → $15.9B (-$4.08B)
26% less repeat investments, than reductions
Existing positions increased: 250 | Existing positions reduced: 339
29% less first-time investments, than exits
New positions opened: 148 | Existing positions closed: 209
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$705M |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$584M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$262M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$259M |
| 5 |
IFP
Independent Franchise Partners
London,
United Kingdom
|
+$194M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
-$194M |
| 2 |
Marshall Wace
London,
United Kingdom
|
-$192M |
| 3 |
Two Sigma Advisers
New York
|
-$146M |
| 4 |
Two Sigma Investments
New York
|
-$142M |
| 5 |
Bank Julius Baer & Co
Zurich,
Switzerland
|
-$126M |
EL Hedge Fund Activity: Q4 2024 in Review
840 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Estee Lauder (EL) for Q4 2024, worth a combined $15.9B — down 20% from $20B a quarter earlier.
Sellers outnumbered buyers: 209 funds closed out of EL and 148 opened new positions — a net loss of 61 holders — while 339 trimmed existing stakes and 250 added.
The largest buyer was Fidelity Investments, adding an estimated $705M. The largest seller was Lazard Asset Management, cutting an estimated $194M.
- 840 institutional investors held Estee Lauder (EL) as of Q4 2024, down from 914 in Q3 2024.
- Funds reported $15.9B of Estee Lauder stock for Q4 2024, down 20% quarter-over-quarter.
- 148 funds opened new Estee Lauder positions in Q4 2024 and 209 closed out, a net change of -61 holders.
- The largest Estee Lauder buyer in Q4 2024 was Fidelity Investments, an estimated $705M added.
- The largest Estee Lauder seller in Q4 2024 was Lazard Asset Management, an estimated $194M sold.
Based on aggregated 13F filings for Q4 2024.