Estee Lauder
614 hedge funds and large institutions have $17.6B invested in Estee Lauder in 2016 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 212 increasing their positions, 245 reducing their positions, and 58 closing their positions.
0.98% less ownership
Funds ownership: 92.05% → 91.07% (-0.98%)
9% less first-time investments, than exits
New positions opened: 53 | Existing positions closed: 58
2% less funds holding
Funds holding: 624 → 614 (-10)
6% less capital invested
Capital invested by funds: $18.6B → $17.6B (-$1.04B)
13% less repeat investments, than reductions
Existing positions increased: 212 | Existing positions reduced: 245
20% less funds holding in top 10
Funds holding in top 10: 10 → 8 (-2)
28% less call options, than puts
Call options by funds: $97.7M | Put options by funds: $135M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fundsmith LLP
London,
United Kingdom
|
+$101M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$92.6M |
| 3 |
UIM
USS Investment Management
London,
United Kingdom
|
+$72.9M |
| 4 |
Renaissance Technologies
New York
|
+$70.7M |
| 5 |
Marshall Wace
London,
United Kingdom
|
+$64.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$216M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$138M |
| 3 |
JIM
Jupiter Investment Management
London,
United Kingdom
|
-$74.6M |
| 4 |
TCIM
TIAA CREF Investment Management
New York
|
-$73.1M |
| 5 |
Morgan Stanley
New York
|
-$52.9M |
EL Hedge Fund Activity: Q3 2016 in Review
614 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Estee Lauder (EL) for Q3 2016, worth a combined $17.6B — down 5.6% from $18.6B a quarter earlier.
Sellers outnumbered buyers: 58 funds closed out of EL and 53 opened new positions — a net loss of 5 holders — while 245 trimmed existing stakes and 212 added.
The largest buyer was Fundsmith LLP, adding an estimated $101M. The largest seller was Fidelity Investments, cutting an estimated $216M.
- 614 institutional investors held Estee Lauder (EL) as of Q3 2016, down from 624 in Q2 2016.
- Funds reported $17.6B of Estee Lauder stock for Q3 2016, down 5.6% quarter-over-quarter.
- 53 funds opened new Estee Lauder positions in Q3 2016 and 58 closed out, a net change of -5 holders.
- The largest Estee Lauder buyer in Q3 2016 was Fundsmith LLP, an estimated $101M added.
- The largest Estee Lauder seller in Q3 2016 was Fidelity Investments, an estimated $216M sold.
Based on aggregated 13F filings for Q3 2016.