Estee Lauder
1,156 hedge funds and large institutions have $52B invested in Estee Lauder in 2022 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 491 increasing their positions, 403 reducing their positions, and 133 closing their positions.
80% more funds holding in top 10
Funds holding in top 10: 20 → 36 (+16)
58% more call options, than puts
Call options by funds: $536M | Put options by funds: $339M
35% more capital inflows, than outflows
Capital inflows: $3.85B | Capital outflows: $2.85B
22% more repeat investments, than reductions
Existing positions increased: 491 | Existing positions reduced: 403
1.1% more ownership
Funds ownership: 87.11% → 88.21% (+1.1%)
4% less funds holding
Funds holding: 1,205 → 1,156 (-49)
24% less first-time investments, than exits
New positions opened: 101 | Existing positions closed: 133
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DZ Bank
Frankfurt Am Main,
Germany
|
+$283M |
| 2 |
Morgan Stanley
New York
|
+$219M |
| 3 |
Goldman Sachs
New York
|
+$184M |
| 4 |
Edgewood Management
Greenwich,
Connecticut
|
+$180M |
| 5 |
VOYA Investment Management
Atlanta,
Georgia
|
+$169M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$363M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$204M |
| 3 |
AustralianSuper
Melbourne,
Australia
|
-$171M |
| 4 |
Nuveen
Charlotte,
North Carolina
|
-$140M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$131M |
EL Hedge Fund Activity: Q2 2022 in Review
1,156 of the 5,963 institutional investors tracked by Wall St. Rank reported a position in Estee Lauder (EL) for Q2 2022, worth a combined $52B — down 5.6% from $55.1B a quarter earlier.
Sellers outnumbered buyers: 133 funds closed out of EL and 101 opened new positions — a net loss of 32 holders — while 403 trimmed existing stakes and 491 added.
The largest buyer was DZ Bank, adding an estimated $283M. The largest seller was JP Morgan Chase, cutting an estimated $363M.
- 1,156 institutional investors held Estee Lauder (EL) as of Q2 2022, down from 1,205 in Q1 2022.
- Funds reported $52B of Estee Lauder stock for Q2 2022, down 5.6% quarter-over-quarter.
- 101 funds opened new Estee Lauder positions in Q2 2022 and 133 closed out, a net change of -32 holders.
- The largest Estee Lauder buyer in Q2 2022 was DZ Bank, an estimated $283M added.
- The largest Estee Lauder seller in Q2 2022 was JP Morgan Chase, an estimated $363M sold.
Based on aggregated 13F filings for Q2 2022.