Estee Lauder
615 hedge funds and large institutions have $18.5B invested in Estee Lauder in 2015 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 221 increasing their positions, 207 reducing their positions, and 37 closing their positions.
143% more first-time investments, than exits
New positions opened: 90 | Existing positions closed: 37
100% more funds holding in top 10
Funds holding in top 10: 7 → 14 (+7)
9% more funds holding
Funds holding: 566 → 615 (+49)
7% more capital invested
Capital invested by funds: $17.2B → $18.5B (+$1.28B)
7% more repeat investments, than reductions
Existing positions increased: 221 | Existing positions reduced: 207
0.9% less ownership
Funds ownership: 95.25% → 94.35% (-0.9%)
3% less call options, than puts
Call options by funds: $118M | Put options by funds: $122M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$120M |
| 2 |
Goldman Sachs
New York
|
+$105M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$81.1M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$74.9M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$65.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$804M |
| 2 |
CCI
Columbus Circle Investors
|
-$121M |
| 3 |
JP Morgan Chase
New York
|
-$80.1M |
| 4 |
Bank of New York Mellon
New York
|
-$37.4M |
| 5 |
MC
Montag & Caldwell
Atlanta,
Georgia
|
-$37.3M |
EL Hedge Fund Activity: Q4 2015 in Review
615 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Estee Lauder (EL) for Q4 2015, worth a combined $18.5B — up 7.5% from $17.2B a quarter earlier.
Buyers outnumbered sellers: 90 funds opened new EL positions and 37 closed out — a net gain of 53 holders — while 221 added to existing stakes and 207 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $120M. The largest seller was T. Rowe Price Associates, cutting an estimated $804M.
- 615 institutional investors held Estee Lauder (EL) as of Q4 2015, up from 566 in Q3 2015.
- Funds reported $18.5B of Estee Lauder stock for Q4 2015, up 7.5% quarter-over-quarter.
- 90 funds opened new Estee Lauder positions in Q4 2015 and 37 closed out, a net change of +53 holders.
- The largest Estee Lauder buyer in Q4 2015 was Wellington Management Group, an estimated $120M added.
- The largest Estee Lauder seller in Q4 2015 was T. Rowe Price Associates, an estimated $804M sold.
Based on aggregated 13F filings for Q4 2015.