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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
CT
1201
Caldwell Trust
Florida
$17K +$2.04K +6 +15%
EL
1202
EMFO LLC
Florida
$17K – – –
FMTCOCP
1203
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$17K +$15.3K +45 New
FNBOSM
1204
First National Bank of South Miami
Florida
$16K – – –
ANBT
1205
American National Bank & Trust
Texas
$16K +$14.3K +42 New
SFM
1206
Signet Financial Management
New Jersey
$16K +$14.6K +43 New
CAL
1207
Capital Analysts LLC
Pennsylvania
$14K -$13.9K -41 -51%
CCA
1208
Column Capital Advisors
Indiana
$14K +$679 +2 +6%
FFC
1209
First Financial Corp
Indiana
$13K – – –
RFA
1210
Reilly Financial Advisors
California
$13K – – –
TCWA
1211
Ten Capital Wealth Advisors
Washington
$13K +$11.9K +35 New
CA
1212
Cornerstone Advisory
Maryland
$12K +$10.2K +30 New
EWM
1213
Evermay Wealth Management
Virginia
$11K – – –
AWM
1214
Accel Wealth Management
Iowa
$10K -$6.11K -18 -39%
LWP
1215
Lumature Wealth Partners
Georgia
$10K – – –
SC
1216
Stephens Consulting
Michigan
$9.26K +$8.48K +25 New
BWA
1217
BDO Wealth Advisors
Florida
$9K – – –
HDIM
1218
Hanson & Doremus Investment Management
Vermont
$9K – – –
PCTC
1219
Perkins Coie Trust Company
Washington
$9K – – –
SIC
1220
Salem Investment Counselors
North Carolina
$9K – – –
VRM
1221
Vectors Research Management
New York
$9K +$7.81K +23 New
BC
1222
Barnett & Company
Tennessee
$9K +$8.48K +25 New
FP
1223
Financial Perspectives
Minnesota
$8.96K – – –
KFS
1224
Kelly Financial Services
Massachusetts
$7.94K – – –
DFCM
1225
Dark Forest Capital Management
Puerto Rico
$7K -$151K -445 -96%
47 48
49
50 51

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.