Estee Lauder
945 hedge funds and large institutions have $32.4B invested in Estee Lauder in 2020 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 324 increasing their positions, 398 reducing their positions, and 153 closing their positions.
2.51% more ownership
Funds ownership: 88.86% → 91.37% (+2.5%)
7% less funds holding
Funds holding: 1,015 → 945 (-70)
18% less call options, than puts
Call options by funds: $219M | Put options by funds: $269M
19% less repeat investments, than reductions
Existing positions increased: 324 | Existing positions reduced: 398
21% less capital invested
Capital invested by funds: $40.8B → $32.4B (-$8.45B)
25% less funds holding in top 10
Funds holding in top 10: 24 → 18 (-6)
37% less first-time investments, than exits
New positions opened: 97 | Existing positions closed: 153
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$499M |
| 2 |
Citigroup
New York
|
+$344M |
| 3 |
Capital International Investors
Los Angeles,
California
|
+$308M |
| 4 |
Jennison Associates
New York
|
+$274M |
| 5 |
Capital World Investors
Los Angeles,
California
|
+$245M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$212M |
| 2 |
Renaissance Technologies
New York
|
-$186M |
| 3 |
Janus Henderson Group
London,
|
-$184M |
| 4 |
Goldman Sachs
New York
|
-$135M |
| 5 |
SGA
Sustainable Growth Advisers
Stamford,
Connecticut
|
-$105M |
EL Hedge Fund Activity: Q1 2020 in Review
945 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in Estee Lauder (EL) for Q1 2020, worth a combined $32.4B — down 21% from $40.8B a quarter earlier.
Sellers outnumbered buyers: 153 funds closed out of EL and 97 opened new positions — a net loss of 56 holders — while 398 trimmed existing stakes and 324 added.
The largest buyer was Capital Research Global Investors, adding an estimated $499M. The largest seller was BlackRock, cutting an estimated $212M.
- 945 institutional investors held Estee Lauder (EL) as of Q1 2020, down from 1,015 in Q4 2019.
- Funds reported $32.4B of Estee Lauder stock for Q1 2020, down 21% quarter-over-quarter.
- 97 funds opened new Estee Lauder positions in Q1 2020 and 153 closed out, a net change of -56 holders.
- The largest Estee Lauder buyer in Q1 2020 was Capital Research Global Investors, an estimated $499M added.
- The largest Estee Lauder seller in Q1 2020 was BlackRock, an estimated $212M sold.
Based on aggregated 13F filings for Q1 2020.