Estee Lauder
959 hedge funds and large institutions have $37.8B invested in Estee Lauder in 2020 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 344 increasing their positions, 378 reducing their positions, and 95 closing their positions.
20% more first-time investments, than exits
New positions opened: 114 | Existing positions closed: 95
1% more funds holding
Funds holding: 946 → 959 (+13)
9% less repeat investments, than reductions
Existing positions increased: 344 | Existing positions reduced: 378
2.26% less ownership
Funds ownership: 91.37% → 89.11% (-2.3%)
6% less funds holding in top 10
Funds holding in top 10: 18 → 17 (-1)
13% less capital inflows, than outflows
Capital inflows: $2.99B | Capital outflows: $3.42B
20% less call options, than puts
Call options by funds: $200M | Put options by funds: $250M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
+$242M |
| 2 |
Winslow Capital Management
Minneapolis,
Minnesota
|
+$235M |
| 3 |
Ninety One (UK)
London,
United Kingdom
|
+$203M |
| 4 |
Nordea Investment Management
Stockholm,
Sweden
|
+$181M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$123M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Magellan Asset Management
Sydney,
Australia
|
-$393M |
| 2 |
Citigroup
New York
|
-$326M |
| 3 |
Jennison Associates
New York
|
-$318M |
| 4 |
GQG Partners
Ft. Lauderdale,
Florida
|
-$178M |
| 5 |
Morgan Stanley
New York
|
-$155M |
EL Hedge Fund Activity: Q2 2020 in Review
959 of the 4,890 institutional investors tracked by Wall St. Rank reported a position in Estee Lauder (EL) for Q2 2020, worth a combined $37.8B — up 17% from $32.4B a quarter earlier.
Buyers outnumbered sellers: 114 funds opened new EL positions and 95 closed out — a net gain of 19 holders — while 344 added to existing stakes and 378 trimmed.
The largest buyer was Baillie Gifford & Co, adding an estimated $242M. The largest seller was Magellan Asset Management, cutting an estimated $393M.
- 959 institutional investors held Estee Lauder (EL) as of Q2 2020, up from 946 in Q1 2020.
- Funds reported $37.8B of Estee Lauder stock for Q2 2020, up 17% quarter-over-quarter.
- 114 funds opened new Estee Lauder positions in Q2 2020 and 95 closed out, a net change of +19 holders.
- The largest Estee Lauder buyer in Q2 2020 was Baillie Gifford & Co, an estimated $242M added.
- The largest Estee Lauder seller in Q2 2020 was Magellan Asset Management, an estimated $393M sold.
Based on aggregated 13F filings for Q2 2020.