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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
WWM
1076
Windsor Wealth Management
Indiana
$215K +$197K +579 New
IFWM
1077
Institute for Wealth Management
Colorado
$215K +$197K +581 New
KIA
1078
KCM Investment Advisors
California
$215K +$197K +581 New
LCC
1079
Lincoln Capital Corp
Rhode Island
$215K +$197K +581 New
QC
1080
Quent Capital
New York
$214K +$196K +578 New
IWA
1081
IBEX Wealth Advisors
New Jersey
$212K – – –
FC
1082
Financial Council
Maryland
$212K +$194K +573 New
CG
1083
Corundum Group
Colorado
$210K +$192K +567 New
T
1084
TCWP
Ohio
$209K +$192K +567 New
KWM
1085
Kolinsky Wealth Management
New Jersey
$208K +$190K +561 New
HPWM
1086
Highland Private Wealth Management
Washington
$208K +$191K +562 New
MGIA
1087
Moneta Group Investment Advisors
Missouri
$208K +$191K +562 New
JGUA
1088
John G. Ullman & Associates
New York
$207K -$47.5K -140 -20%
NAS
1089
Nicolet Advisory Services
Wisconsin
$202K +$185K +545 New
RGF
1090
Retirement Guys Formula
Ohio
$201K +$184K +542 New
Koshinski Asset Management
1091
Koshinski Asset Management
Illinois
$201K +$3.73K +11 +2%
EW
1092
Evoke Wealth
California
$192K +$339 +1 +0.2%
VNA
1093
Valley National Advisers
Pennsylvania
$191K +$27.5K +81 +19%
MWC
1094
MBM Wealth Consultants
Missouri
$189K – – –
GCS
1095
Gordian Capital (Singapore)
Singapore
$186K +$170K +500 New
MCM
1096
Manchester Capital Management
Vermont
$183K +$46.5K +137 +38%
IA
1097
IFP Advisors
Florida
$182K +$11.9K +35 +8%
SC
1098
Sierra Capital
Florida
$178K +$3.39K +10 +2%
CCM
1099
Covington Capital Management
California
$175K – – –
EWA
1100
EverSource Wealth Advisors
Alabama
$166K +$153K +451 New
42 43
44
45 46

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.