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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
HWA
1226
HHM Wealth Advisors
Tennessee
$7K – – –
PCFFS
1227
Pacific Center for Financial Services
California
$7K – – –
AIM
1228
AHL Investment Management
Florida
$7K +$6.79K +20 New
ACM
1229
Absolute Capital Management
Pennsylvania
$6.29K +$5.77K +17 New
MP
1230
McDonald Partners
Ohio
$6.29K +$5.77K +17 New
TLFA
1231
True Link Financial Advisors
California
$6K – – –
SCA
1232
Stonebridge Capital Advisors
Minnesota
$6K +$2.04K +6 +60%
JWA
1233
JFS Wealth Advisors
Pennsylvania
$6K +$5.43K +16 New
RK
1234
Rather & Kittrell
Tennessee
$6K +$6.11K +18 New
EBA
1235
Eagle Bay Advisors
New York
$5K -$6.79K -20 -59%
GC
1236
Globeflex Capital
California
$5K +$4.41K +13 New
SC
1237
Schubert & Co
Texas
$5K +$4.41K +13 New
CCC
1238
Crescent Capital Consulting
Louisiana
$4K – – –
CCM
1239
Cribstone Capital Management
Maine
$4K – – –
POIA
1240
Pin Oak Investment Advisors
Texas
$4K – – –
YAL
1241
Your Advocates Ltd
Texas
$4K – – –
LFG
1242
Larson Financial Group
Missouri
$4K +$3.73K +11 New
S
1243
Surevest
California
$4K +$3.73K +11 New
AIC
1244
Archer Investment Corporation
Indiana
$3.7K – – –
BA
1245
Bellwether Advisors
Nebraska
$3K -$537K -1,583 -99%
PFGIA
1246
Patriot Financial Group Insurance Agency
Massachusetts
$3K -$679 -2 -18%
AWM
1247
Avior Wealth Management
Nebraska
$3K – – –
CWM
1248
Cedar Wealth Management
California
$3K +$2.71K +8 New
TSWM
1249
Tyler-Stone Wealth Management
Ohio
$3K +$2.71K +8 New
KFI
1250
Key Financial Inc
Pennsylvania
$2K – – –
48 49
50
51 52

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.