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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
PHK
1326
Point72 Hong Kong
Hong Kong
– -$283K -835 Closed
CFG
1327
Citizens Financial Group
Rhode Island
– -$236K -788 Closed
SGAM
1328
Smith Group Asset Management
Texas
– -$235K -785 Closed
PCM
1329
Prelude Capital Management
New York
– -$246K -726 Closed
SPC
1330
Sigma Planning Corp
Michigan
– -$202K -673 Closed
PCA
1331
Pallas Capital Advisors
Massachusetts
– -$227K -667 Closed
PH
1332
Pinnacle Holdings
Oklahoma
– -$95.7K -319 Closed
KIG
1333
Kowal Investment Group
Wisconsin
– -$88K -294 Closed
GRP
1334
Global Retirement Partners
California
– -$83K -277 Closed
MC
1335
Maverick Capital
Texas
– -$75K -249 Closed
MA
1336
MCF Advisors
Kentucky
– -$60K -201 Closed
EWA
1337
Evolution Wealth Advisors
Florida
– -$50K -166 Closed
AWA
1338
Arkadios Wealth Advisors
Georgia
– -$47K -159 Closed
JCM
1339
Jacobi Capital Management
Pennsylvania
– -$23K -76 Closed
DOA
1340
D'Orazio & Associates
Virginia
– -$19K -64 Closed
SMG
1341
Spectrum Management Group
Indiana
– -$18K -60 Closed
RA
1342
Resolute Advisors
California
– -$16K -52 Closed
BAMF
1343
BI Asset Management Fondsmaeglerselskab
Denmark
– -$11K -38 Closed
RTL
1344
Red Tortoise LLC
Georgia
– -$8K -36 Closed
APWA
1345
Atlas Private Wealth Advisors
New Jersey
– -$9K -30 Closed
SSC
1346
Syverson Strege & Co
Iowa
– -$8K -28 Closed
HFS
1347
HBC Financial Services
Washington
– -$7K -25 Closed
CPC
1348
Consolidated Planning Corp
Georgia
– -$6K -21 Closed
SFP
1349
Sterling Financial Planning
New Jersey
– -$5K -18 Closed
LF
1350
Lee Financial
Texas
– -$4K -12 Closed
51 52 53
54
55

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.