Estee Lauder
1,152 hedge funds and large institutions have $65.4B invested in Estee Lauder in 2021 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 485 increasing their positions, 358 reducing their positions, and 83 closing their positions.
37% more first-time investments, than exits
New positions opened: 114 | Existing positions closed: 83
35% more repeat investments, than reductions
Existing positions increased: 485 | Existing positions reduced: 358
23% more capital inflows, than outflows
Capital inflows: $4.15B | Capital outflows: $3.38B
2% more funds holding
Funds holding: 1,134 → 1,152 (+18)
0.34% less ownership
Funds ownership: 89.12% → 88.78% (-0.34%)
14% less funds holding in top 10
Funds holding in top 10: 29 → 25 (-4)
52% less call options, than puts
Call options by funds: $209M | Put options by funds: $432M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$575M |
| 2 |
UBS AM
Chicago,
Illinois
|
+$268M |
| 3 |
BlackRock
New York
|
+$206M |
| 4 |
Bank of New York Mellon
New York
|
+$127M |
| 5 |
Nuveen
Charlotte,
North Carolina
|
+$103M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Magellan Asset Management
Sydney,
Australia
|
-$1.11B |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$205M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
-$204M |
| 4 |
Suvretta Capital Management
New York
|
-$94M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$93.4M |
EL Hedge Fund Activity: Q2 2021 in Review
1,152 of the 5,769 institutional investors tracked by Wall St. Rank reported a position in Estee Lauder (EL) for Q2 2021, worth a combined $65.4B — up 10% from $59.5B a quarter earlier.
Buyers outnumbered sellers: 114 funds opened new EL positions and 83 closed out — a net gain of 31 holders — while 485 added to existing stakes and 358 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $575M. The largest seller was Magellan Asset Management, cutting an estimated $1.11B.
- 1,152 institutional investors held Estee Lauder (EL) as of Q2 2021, up from 1,134 in Q1 2021.
- Funds reported $65.4B of Estee Lauder stock for Q2 2021, up 10% quarter-over-quarter.
- 114 funds opened new Estee Lauder positions in Q2 2021 and 83 closed out, a net change of +31 holders.
- The largest Estee Lauder buyer in Q2 2021 was Morgan Stanley, an estimated $575M added.
- The largest Estee Lauder seller in Q2 2021 was Magellan Asset Management, an estimated $1.11B sold.
Based on aggregated 13F filings for Q2 2021.