Estee Lauder
895 hedge funds and large institutions have $36.8B invested in Estee Lauder in 2019 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 341 increasing their positions, 323 reducing their positions, and 81 closing their positions.
33% more first-time investments, than exits
New positions opened: 108 | Existing positions closed: 81
21% more call options, than puts
Call options by funds: $230M | Put options by funds: $190M
12% more capital invested
Capital invested by funds: $33B → $36.8B (+$3.82B)
4% more funds holding in top 10
Funds holding in top 10: 24 → 25 (+1)
2% more funds holding
Funds holding: 881 → 895 (+14)
6% more repeat investments, than reductions
Existing positions increased: 341 | Existing positions reduced: 323
0.4% more ownership
Funds ownership: 91.46% → 91.86% (+0.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAM
Magellan Asset Management
Sydney,
Australia
|
+$413M |
| 2 |
Nuveen
Charlotte,
North Carolina
|
+$399M |
| 3 |
Morgan Stanley
New York
|
+$328M |
| 4 |
MCM
Melvin Capital Management
New York
|
+$115M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$101M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
|
-$203M |
| 2 |
Millennium Management
New York
|
-$152M |
| 3 |
Point72 Asset Management
Stamford,
Connecticut
|
-$98.4M |
| 4 |
JP Morgan Chase
New York
|
-$90.9M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$87M |
EL Hedge Fund Activity: Q2 2019 in Review
895 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in Estee Lauder (EL) for Q2 2019, worth a combined $36.8B — up 12% from $33B a quarter earlier.
Buyers outnumbered sellers: 108 funds opened new EL positions and 81 closed out — a net gain of 27 holders — while 341 added to existing stakes and 323 trimmed.
The largest buyer was Magellan Asset Management, opening a new position worth an estimated $413M. The largest seller was Janus Henderson Group, cutting an estimated $203M.
- 895 institutional investors held Estee Lauder (EL) as of Q2 2019, up from 881 in Q1 2019.
- Funds reported $36.8B of Estee Lauder stock for Q2 2019, up 12% quarter-over-quarter.
- 108 funds opened new Estee Lauder positions in Q2 2019 and 81 closed out, a net change of +27 holders.
- The largest Estee Lauder buyer in Q2 2019 was Magellan Asset Management, an estimated $413M added.
- The largest Estee Lauder seller in Q2 2019 was Janus Henderson Group, an estimated $203M sold.
Based on aggregated 13F filings for Q2 2019.