Estee Lauder
827 hedge funds and large institutions have $25.2B invested in Estee Lauder in 2018 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 299 increasing their positions, 312 reducing their positions, and 82 closing their positions.
26% more first-time investments, than exits
New positions opened: 103 | Existing positions closed: 82
13% more funds holding in top 10
Funds holding in top 10: 15 → 17 (+2)
2% more funds holding
Funds holding: 809 → 827 (+18)
0.79% less ownership
Funds ownership: 89.55% → 88.76% (-0.79%)
4% less repeat investments, than reductions
Existing positions increased: 299 | Existing positions reduced: 312
13% less capital invested
Capital invested by funds: $29.1B → $25.2B (-$3.92B)
48% less call options, than puts
Call options by funds: $104M | Put options by funds: $201M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Edgewood Management
Greenwich,
Connecticut
|
+$516M |
| 2 |
JIM
Jupiter Investment Management
London,
United Kingdom
|
+$153M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$149M |
| 4 |
Renaissance Technologies
New York
|
+$134M |
| 5 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
+$107M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$594M |
| 2 |
Goldman Sachs
New York
|
-$235M |
| 3 |
BlackRock
New York
|
-$192M |
| 4 |
Jennison Associates
New York
|
-$166M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
-$150M |
EL Hedge Fund Activity: Q4 2018 in Review
827 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Estee Lauder (EL) for Q4 2018, worth a combined $25.2B — down 13% from $29.1B a quarter earlier.
Buyers outnumbered sellers: 103 funds opened new EL positions and 82 closed out — a net gain of 21 holders — while 299 added to existing stakes and 312 trimmed.
The largest buyer was Edgewood Management, opening a new position worth an estimated $516M. The largest seller was JP Morgan Chase, cutting an estimated $594M.
- 827 institutional investors held Estee Lauder (EL) as of Q4 2018, up from 809 in Q3 2018.
- Funds reported $25.2B of Estee Lauder stock for Q4 2018, down 13% quarter-over-quarter.
- 103 funds opened new Estee Lauder positions in Q4 2018 and 82 closed out, a net change of +21 holders.
- The largest Estee Lauder buyer in Q4 2018 was Edgewood Management, an estimated $516M added.
- The largest Estee Lauder seller in Q4 2018 was JP Morgan Chase, an estimated $594M sold.
Based on aggregated 13F filings for Q4 2018.