Estee Lauder
1,133 hedge funds and large institutions have $59.5B invested in Estee Lauder in 2021 Q1 according to their latest regulatory filings, with 141 funds opening new positions, 441 increasing their positions, 388 reducing their positions, and 68 closing their positions.
107% more first-time investments, than exits
New positions opened: 141 | Existing positions closed: 68
14% more repeat investments, than reductions
Existing positions increased: 441 | Existing positions reduced: 388
12% more funds holding in top 10
Funds holding in top 10: 26 → 29 (+3)
10% more capital invested
Capital invested by funds: $54B → $59.5B (+$5.53B)
6% more funds holding
Funds holding: 1,067 → 1,133 (+66)
0.49% less ownership
Funds ownership: 89.6% → 89.12% (-0.49%)
39% less call options, than puts
Call options by funds: $168M | Put options by funds: $275M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jennison Associates
New York
|
+$296M |
| 2 |
JP Morgan Chase
New York
|
+$262M |
| 3 |
TP
Third Point
New York
|
+$209M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$188M |
| 5 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
+$171M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Edgewood Management
Greenwich,
Connecticut
|
-$481M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$418M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$411M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$224M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
-$165M |
EL Hedge Fund Activity: Q1 2021 in Review
1,133 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Estee Lauder (EL) for Q1 2021, worth a combined $59.5B — up 10% from $54B a quarter earlier.
Buyers outnumbered sellers: 141 funds opened new EL positions and 68 closed out — a net gain of 73 holders — while 441 added to existing stakes and 388 trimmed.
The largest buyer was Jennison Associates, adding an estimated $296M. The largest seller was Edgewood Management, cutting an estimated $481M.
- 1,133 institutional investors held Estee Lauder (EL) as of Q1 2021, up from 1,067 in Q4 2020.
- Funds reported $59.5B of Estee Lauder stock for Q1 2021, up 10% quarter-over-quarter.
- 141 funds opened new Estee Lauder positions in Q1 2021 and 68 closed out, a net change of +73 holders.
- The largest Estee Lauder buyer in Q1 2021 was Jennison Associates, an estimated $296M added.
- The largest Estee Lauder seller in Q1 2021 was Edgewood Management, an estimated $481M sold.
Based on aggregated 13F filings for Q1 2021.