Estee Lauder
534 hedge funds and large institutions have $17.5B invested in Estee Lauder in 2015 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 166 increasing their positions, 235 reducing their positions, and 47 closing their positions.
43% more call options, than puts
Call options by funds: $75.2M | Put options by funds: $52.5M
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
38% more first-time investments, than exits
New positions opened: 65 | Existing positions closed: 47
9% more capital invested
Capital invested by funds: $16.1B → $17.5B (+$1.44B)
2% more funds holding
Funds holding: 524 → 534 (+10)
0.15% less ownership
Funds ownership: 91.37% → 91.21% (-0.15%)
29% less repeat investments, than reductions
Existing positions increased: 166 | Existing positions reduced: 235
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$443M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$134M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$123M |
| 4 |
Capital World Investors
Los Angeles,
California
|
+$122M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
+$109M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIM
abrdn Investment Management
Edinburgh,
United Kingdom
|
-$217M |
| 2 |
Adage Capital Partners
Boston,
Massachusetts
|
-$106M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$89.4M |
| 4 |
Allianz Asset Management
Munich,
Germany
|
-$66.8M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$64.2M |
EL Hedge Fund Activity: Q1 2015 in Review
534 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Estee Lauder (EL) for Q1 2015, worth a combined $17.5B — up 8.9% from $16.1B a quarter earlier.
Buyers outnumbered sellers: 65 funds opened new EL positions and 47 closed out — a net gain of 18 holders — while 166 added to existing stakes and 235 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $443M. The largest seller was abrdn Investment Management, cutting an estimated $217M.
- 534 institutional investors held Estee Lauder (EL) as of Q1 2015, up from 524 in Q4 2014.
- Funds reported $17.5B of Estee Lauder stock for Q1 2015, up 8.9% quarter-over-quarter.
- 65 funds opened new Estee Lauder positions in Q1 2015 and 47 closed out, a net change of +18 holders.
- The largest Estee Lauder buyer in Q1 2015 was Wellington Management Group, an estimated $443M added.
- The largest Estee Lauder seller in Q1 2015 was abrdn Investment Management, an estimated $217M sold.
Based on aggregated 13F filings for Q1 2015.