Estee Lauder
1,016 hedge funds and large institutions have $40.8B invested in Estee Lauder in 2019 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 355 increasing their positions, 375 reducing their positions, and 59 closing their positions.
122% more first-time investments, than exits
New positions opened: 131 | Existing positions closed: 59
6% more funds holding
Funds holding: 960 → 1,016 (+56)
5% less repeat investments, than reductions
Existing positions increased: 355 | Existing positions reduced: 375
2.01% less ownership
Funds ownership: 90.88% → 88.86% (-2%)
8% less funds holding in top 10
Funds holding in top 10: 26 → 24 (-2)
18% less capital inflows, than outflows
Capital inflows: $2.52B | Capital outflows: $3.06B
62% less call options, than puts
Call options by funds: $163M | Put options by funds: $428M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Magellan Asset Management
Sydney,
Australia
|
+$544M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$179M |
| 3 |
BlackRock
New York
|
+$165M |
| 4 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$126M |
| 5 |
Zurich Insurance Group
Zurich,
Switzerland
|
+$99M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$356M |
| 2 |
Renaissance Technologies
New York
|
-$247M |
| 3 |
Jennison Associates
New York
|
-$178M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$158M |
| 5 |
Morgan Stanley
New York
|
-$90.6M |
EL Hedge Fund Activity: Q4 2019 in Review
1,016 of the 5,094 institutional investors tracked by Wall St. Rank reported a position in Estee Lauder (EL) for Q4 2019, worth a combined $40.8B — up 2.2% from $40B a quarter earlier.
Buyers outnumbered sellers: 131 funds opened new EL positions and 59 closed out — a net gain of 72 holders — while 355 added to existing stakes and 375 trimmed.
The largest buyer was Magellan Asset Management, adding an estimated $544M. The largest seller was Fidelity Investments, cutting an estimated $356M.
- 1,016 institutional investors held Estee Lauder (EL) as of Q4 2019, up from 960 in Q3 2019.
- Funds reported $40.8B of Estee Lauder stock for Q4 2019, up 2.2% quarter-over-quarter.
- 131 funds opened new Estee Lauder positions in Q4 2019 and 59 closed out, a net change of +72 holders.
- The largest Estee Lauder buyer in Q4 2019 was Magellan Asset Management, an estimated $544M added.
- The largest Estee Lauder seller in Q4 2019 was Fidelity Investments, an estimated $356M sold.
Based on aggregated 13F filings for Q4 2019.