Estee Lauder
477 hedge funds and large institutions have $15.3B invested in Estee Lauder in 2013 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 187 increasing their positions, 156 reducing their positions, and 50 closing their positions.
33% more funds holding in top 10
Funds holding in top 10: 6 → 8 (+2)
20% more repeat investments, than reductions
Existing positions increased: 187 | Existing positions reduced: 156
18% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 50
6% more capital invested
Capital invested by funds: $14.5B → $15.3B (+$866M)
1% more funds holding
Funds holding: 473 → 477 (+4)
0.08% less ownership
Funds ownership: 92.21% → 92.13% (-0.08%)
17% less call options, than puts
Call options by funds: $131M | Put options by funds: $157M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$94.7M |
| 2 |
MC
Montag & Caldwell
Atlanta,
Georgia
|
+$91.1M |
| 3 |
HCM
Hoplite Capital Management
New York
|
+$72.5M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$65.2M |
| 5 |
D.E. Shaw & Co
New York
|
+$48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Viking Global Investors
Stamford,
Connecticut
|
-$202M |
| 2 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$185M |
| 3 |
Goldman Sachs
New York
|
-$105M |
| 4 |
O
OppenheimerFunds
New York
|
-$93.1M |
| 5 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
-$52.4M |
EL Hedge Fund Activity: Q3 2013 in Review
477 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Estee Lauder (EL) for Q3 2013, worth a combined $15.3B — up 6% from $14.5B a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new EL positions and 50 closed out — a net gain of 9 holders — while 187 added to existing stakes and 156 trimmed.
The largest buyer was BlackRock Institutional Trust, adding an estimated $94.7M. The largest seller was Viking Global Investors, exiting entirely with an estimated $202M sold.
- 477 institutional investors held Estee Lauder (EL) as of Q3 2013, up from 473 in Q2 2013.
- Funds reported $15.3B of Estee Lauder stock for Q3 2013, up 6% quarter-over-quarter.
- 59 funds opened new Estee Lauder positions in Q3 2013 and 50 closed out, a net change of +9 holders.
- The largest Estee Lauder buyer in Q3 2013 was BlackRock Institutional Trust, an estimated $94.7M added.
- The largest Estee Lauder seller in Q3 2013 was Viking Global Investors, an estimated $202M sold.
Based on aggregated 13F filings for Q3 2013.