Estee Lauder
1,124 hedge funds and large institutions have $43.7B invested in Estee Lauder in 2022 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 438 increasing their positions, 426 reducing their positions, and 101 closing their positions.
6% more call options, than puts
Call options by funds: $393M | Put options by funds: $370M
3% more repeat investments, than reductions
Existing positions increased: 438 | Existing positions reduced: 426
0.76% less ownership
Funds ownership: 88.21% → 87.45% (-0.76%)
3% less funds holding
Funds holding: 1,155 → 1,124 (-31)
16% less first-time investments, than exits
New positions opened: 85 | Existing positions closed: 101
16% less capital invested
Capital invested by funds: $52B → $43.7B (-$8.32B)
33% less funds holding in top 10
Funds holding in top 10: 36 → 24 (-12)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$258M |
| 2 |
ATO
Alecta Tjanstepension Omsesidigt
Stockholm,
Sweden
|
+$162M |
| 3 |
Mitsubishi UFJ Asset Management
Tokyo,
Japan
|
+$134M |
| 4 |
Lazard Asset Management
New York
|
+$128M |
| 5 |
DZ Bank
Frankfurt Am Main,
Germany
|
+$111M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$787M |
| 2 |
Jennison Associates
New York
|
-$169M |
| 3 |
Marshall Wace
London,
United Kingdom
|
-$125M |
| 4 |
Edgewood Management
Greenwich,
Connecticut
|
-$117M |
| 5 |
Allianz Asset Management
Munich,
Germany
|
-$112M |
EL Hedge Fund Activity: Q3 2022 in Review
1,124 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in Estee Lauder (EL) for Q3 2022, worth a combined $43.7B — down 16% from $52B a quarter earlier.
Sellers outnumbered buyers: 101 funds closed out of EL and 85 opened new positions — a net loss of 16 holders — while 426 trimmed existing stakes and 438 added.
The largest buyer was Citadel Advisors, adding an estimated $258M. The largest seller was Fidelity Investments, cutting an estimated $787M.
- 1,124 institutional investors held Estee Lauder (EL) as of Q3 2022, down from 1,155 in Q2 2022.
- Funds reported $43.7B of Estee Lauder stock for Q3 2022, down 16% quarter-over-quarter.
- 85 funds opened new Estee Lauder positions in Q3 2022 and 101 closed out, a net change of -16 holders.
- The largest Estee Lauder buyer in Q3 2022 was Citadel Advisors, an estimated $258M added.
- The largest Estee Lauder seller in Q3 2022 was Fidelity Investments, an estimated $787M sold.
Based on aggregated 13F filings for Q3 2022.