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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
BWP
1051
BSW Wealth Partners
Colorado
$230K +$211K +621 New
MG
1052
Mather Group
Illinois
$230K +$211K +621 New
WTB
1053
Washington Trust Bank
Washington
$230K +$211K +621 New
CAG
1054
Crestwood Advisors Group
Massachusetts
$230K +$211K +622 New
SCM
1055
Stevens Capital Management
Pennsylvania
$229K -$1.01M -2,964 -83%
MAM
1056
McLean Asset Management
Virginia
$229K +$9.5K +28 +4%
GA
1057
Geller Advisors
New York
$228K +$209K +615 New
BSW
1058
Buckingham Strategic Wealth
Missouri
$224K +$206K +606 New
CBA
1059
Coastal Bridge Advisors
Connecticut
$224K +$206K +606 New
MCM
1060
Monument Capital Management
Virginia
$224K +$206K +606 New
MA
1061
Mutual Advisors
Nebraska
$224K +$206K +606 New
BWM
1062
Buckley Wealth Management
Nevada
$222K +$204K +600 New
EGWAG
1063
Elwood & Goetz Wealth Advisory Group
Georgia
$222K +$204K +600 New
IHL
1064
Investment House LLC
California
$222K +$204K +600 New
MIM
1065
MTM Investment Management
South Carolina
$222K +$204K +600 New
NCM
1066
Narwhal Capital Management
Georgia
$222K +$204K +600 New
PIM
1067
Perpetual Investment Management
Australia
$222K +$204K +600 New
BF
1068
Brooklyn FI
New York
$221K +$202K +596 New
EA
1069
Echo45 Advisors
California
$220K +$202K +595 New
MS
1070
Madden Securities
Texas
$218K +$200K +588 New
GWSG
1071
GPS Wealth Strategies Group
Colorado
$217K -$18.3K -54 -8%
SOW
1072
State of Wyoming
Wyoming
$217K +$44.5K +131 +29%
NICM
1073
Neo Ivy Capital Management
New York
$217K +$155K +457 +357%
CPO
1074
Cerity Partners OCIO
New York
$217K +$199K +586 New
BJL
1075
Brighton Jones LLC
Washington
$216K +$198K +584 New
41 42
43
44 45

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.