Estee Lauder
809 hedge funds and large institutions have $29.1B invested in Estee Lauder in 2018 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 263 increasing their positions, 345 reducing their positions, and 87 closing their positions.
3% less capital invested
Capital invested by funds: $30B → $29.1B (-$846M)
4% less funds holding
Funds holding: 841 → 809 (-32)
4.33% less ownership
Funds ownership: 93.87% → 89.54% (-4.3%)
24% less repeat investments, than reductions
Existing positions increased: 263 | Existing positions reduced: 345
26% less first-time investments, than exits
New positions opened: 64 | Existing positions closed: 87
31% less call options, than puts
Call options by funds: $180M | Put options by funds: $259M
32% less funds holding in top 10
Funds holding in top 10: 22 → 15 (-7)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$512M |
| 2 |
Fundsmith LLP
London,
United Kingdom
|
+$134M |
| 3 |
Renaissance Technologies
New York
|
+$122M |
| 4 |
Janus Henderson Group
London,
|
+$97.4M |
| 5 |
D.E. Shaw & Co
New York
|
+$90.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JIM
Jupiter Investment Management
London,
United Kingdom
|
-$246M |
| 2 |
Man Group
London,
United Kingdom
|
-$144M |
| 3 |
Millennium Management
New York
|
-$135M |
| 4 |
TCIM
TIAA CREF Investment Management
New York
|
-$122M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$113M |
EL Hedge Fund Activity: Q3 2018 in Review
809 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in Estee Lauder (EL) for Q3 2018, worth a combined $29.1B — down 2.8% from $30B a quarter earlier.
Sellers outnumbered buyers: 87 funds closed out of EL and 64 opened new positions — a net loss of 23 holders — while 345 trimmed existing stakes and 263 added.
The largest buyer was JP Morgan Chase, adding an estimated $512M. The largest seller was Jupiter Investment Management, cutting an estimated $246M.
- 809 institutional investors held Estee Lauder (EL) as of Q3 2018, down from 841 in Q2 2018.
- Funds reported $29.1B of Estee Lauder stock for Q3 2018, down 2.8% quarter-over-quarter.
- 64 funds opened new Estee Lauder positions in Q3 2018 and 87 closed out, a net change of -23 holders.
- The largest Estee Lauder buyer in Q3 2018 was JP Morgan Chase, an estimated $512M added.
- The largest Estee Lauder seller in Q3 2018 was Jupiter Investment Management, an estimated $246M sold.
Based on aggregated 13F filings for Q3 2018.