Estee Lauder
779 hedge funds and large institutions have $25.4B invested in Estee Lauder in 2017 Q4 according to their latest regulatory filings, with 146 funds opening new positions, 271 increasing their positions, 281 reducing their positions, and 50 closing their positions.
192% more first-time investments, than exits
New positions opened: 146 | Existing positions closed: 50
18% more capital invested
Capital invested by funds: $21.6B → $25.4B (+$3.84B)
13% more funds holding
Funds holding: 688 → 779 (+91)
0.46% less ownership
Funds ownership: 89.54% → 89.07% (-0.46%)
4% less repeat investments, than reductions
Existing positions increased: 271 | Existing positions reduced: 281
6% less funds holding in top 10
Funds holding in top 10: 18 → 17 (-1)
50% less call options, than puts
Call options by funds: $120M | Put options by funds: $239M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jennison Associates
New York
|
+$405M |
| 2 |
BlackRock
New York
|
+$114M |
| 3 |
HCM
Hitchwood Capital Management
New York
|
+$78.1M |
| 4 |
JIM
Jupiter Investment Management
London,
United Kingdom
|
+$65.6M |
| 5 |
Millennium Management
New York
|
+$65.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$189M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$181M |
| 3 |
Morgan Stanley
New York
|
-$100M |
| 4 |
FAM
Fred Alger Management
New York
|
-$90.6M |
| 5 |
ATO
Alecta Tjanstepension Omsesidigt
Stockholm,
Sweden
|
-$87.7M |
EL Hedge Fund Activity: Q4 2017 in Review
779 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in Estee Lauder (EL) for Q4 2017, worth a combined $25.4B — up 18% from $21.6B a quarter earlier.
Buyers outnumbered sellers: 146 funds opened new EL positions and 50 closed out — a net gain of 96 holders — while 271 added to existing stakes and 281 trimmed.
The largest buyer was Jennison Associates, adding an estimated $405M. The largest seller was Capital World Investors, exiting entirely with an estimated $189M sold.
- 779 institutional investors held Estee Lauder (EL) as of Q4 2017, up from 688 in Q3 2017.
- Funds reported $25.4B of Estee Lauder stock for Q4 2017, up 18% quarter-over-quarter.
- 146 funds opened new Estee Lauder positions in Q4 2017 and 50 closed out, a net change of +96 holders.
- The largest Estee Lauder buyer in Q4 2017 was Jennison Associates, an estimated $405M added.
- The largest Estee Lauder seller in Q4 2017 was Capital World Investors, an estimated $189M sold.
Based on aggregated 13F filings for Q4 2017.