Estee Lauder
562 hedge funds and large institutions have $18.2B invested in Estee Lauder in 2015 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 179 increasing their positions, 224 reducing their positions, and 40 closing their positions.
78% more first-time investments, than exits
New positions opened: 71 | Existing positions closed: 40
59% more call options, than puts
Call options by funds: $80.4M | Put options by funds: $50.5M
5% more funds holding
Funds holding: 536 → 562 (+26)
4% more capital invested
Capital invested by funds: $17.6B → $18.2B (+$641M)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
0.31% less ownership
Funds ownership: 91.34% → 91.03% (-0.31%)
20% less repeat investments, than reductions
Existing positions increased: 179 | Existing positions reduced: 224
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$150M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$55.1M |
| 3 |
JIM
Jupiter Investment Management
London,
United Kingdom
|
+$54.6M |
| 4 |
MCM
Melvin Capital Management
New York
|
+$43.1M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$41.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$99.6M |
| 2 |
PI
Putnam Investments
Boston,
Massachusetts
|
-$66.1M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
-$55.6M |
| 4 |
State Street
Boston,
Massachusetts
|
-$47.1M |
| 5 |
Bank of New York Mellon
New York
|
-$46.3M |
EL Hedge Fund Activity: Q2 2015 in Review
562 of the 3,730 institutional investors tracked by Wall St. Rank reported a position in Estee Lauder (EL) for Q2 2015, worth a combined $18.2B — up 3.6% from $17.6B a quarter earlier.
Buyers outnumbered sellers: 71 funds opened new EL positions and 40 closed out — a net gain of 31 holders — while 179 added to existing stakes and 224 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $150M. The largest seller was Citadel Advisors, cutting an estimated $99.6M.
- 562 institutional investors held Estee Lauder (EL) as of Q2 2015, up from 536 in Q1 2015.
- Funds reported $18.2B of Estee Lauder stock for Q2 2015, up 3.6% quarter-over-quarter.
- 71 funds opened new Estee Lauder positions in Q2 2015 and 40 closed out, a net change of +31 holders.
- The largest Estee Lauder buyer in Q2 2015 was Wellington Management Group, an estimated $150M added.
- The largest Estee Lauder seller in Q2 2015 was Citadel Advisors, an estimated $99.6M sold.
Based on aggregated 13F filings for Q2 2015.