Estee Lauder
660 hedge funds and large institutions have $19.5B invested in Estee Lauder in 2017 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 268 increasing their positions, 231 reducing their positions, and 57 closing their positions.
27% more funds holding in top 10
Funds holding in top 10: 11 → 14 (+3)
26% more first-time investments, than exits
New positions opened: 72 | Existing positions closed: 57
16% more repeat investments, than reductions
Existing positions increased: 268 | Existing positions reduced: 231
15% more capital invested
Capital invested by funds: $17B → $19.5B (+$2.51B)
2% more funds holding
Funds holding: 650 → 660 (+10)
0.66% more ownership
Funds ownership: 89.97% → 90.63% (+0.66%)
29% less call options, than puts
Call options by funds: $69.3M | Put options by funds: $98M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
|
+$407M |
| 2 |
First Eagle Investment Management
New York
|
+$178M |
| 3 |
Northern Trust
Chicago,
Illinois
|
+$99.7M |
| 4 |
BlackRock
New York
|
+$93.9M |
| 5 |
FAM
Fred Alger Management
New York
|
+$90.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$436M |
| 2 |
Two Sigma Advisers
New York
|
-$104M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$102M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
-$74.9M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$67.1M |
EL Hedge Fund Activity: Q2 2017 in Review
660 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Estee Lauder (EL) for Q2 2017, worth a combined $19.5B — up 15% from $17B a quarter earlier.
Buyers outnumbered sellers: 72 funds opened new EL positions and 57 closed out — a net gain of 15 holders — while 268 added to existing stakes and 231 trimmed.
The largest buyer was Janus Henderson Group, adding an estimated $407M. The largest seller was Wellington Management Group, cutting an estimated $436M.
- 660 institutional investors held Estee Lauder (EL) as of Q2 2017, up from 650 in Q1 2017.
- Funds reported $19.5B of Estee Lauder stock for Q2 2017, up 15% quarter-over-quarter.
- 72 funds opened new Estee Lauder positions in Q2 2017 and 57 closed out, a net change of +15 holders.
- The largest Estee Lauder buyer in Q2 2017 was Janus Henderson Group, an estimated $407M added.
- The largest Estee Lauder seller in Q2 2017 was Wellington Management Group, an estimated $436M sold.
Based on aggregated 13F filings for Q2 2017.