Estee Lauder
1,232 hedge funds and large institutions have $50.1B invested in Estee Lauder in 2023 Q1 according to their latest regulatory filings, with 142 funds opening new positions, 508 increasing their positions, 396 reducing their positions, and 68 closing their positions.
109% more first-time investments, than exits
New positions opened: 142 | Existing positions closed: 68
28% more repeat investments, than reductions
Existing positions increased: 508 | Existing positions reduced: 396
25% more call options, than puts
Call options by funds: $807M | Put options by funds: $646M
4% more funds holding
Funds holding: 1,181 → 1,232 (+51)
0% more funds holding in top 10
Funds holding in top 10: 31 → 31 (0)
0.32% less ownership
Funds ownership: 87.97% → 87.65% (-0.32%)
1% less capital invested
Capital invested by funds: $50.6B → $50.1B (-$566M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DZ Bank
Frankfurt Am Main,
Germany
|
+$224M |
| 2 |
Amundi
Paris,
France
|
+$199M |
| 3 |
BPC
Banque Pictet & Cie
Geneva 73,
Switzerland
|
+$183M |
| 4 |
Nuveen
Charlotte,
North Carolina
|
+$168M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$96.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jennison Associates
New York
|
-$872M |
| 2 |
Morgan Stanley
New York
|
-$592M |
| 3 |
Winslow Capital Management
Minneapolis,
Minnesota
|
-$233M |
| 4 |
Mitsubishi UFJ Asset Management
Tokyo,
Japan
|
-$133M |
| 5 |
Janus Henderson Group
London,
|
-$109M |
EL Hedge Fund Activity: Q1 2023 in Review
1,232 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Estee Lauder (EL) for Q1 2023, worth a combined $50.1B — down 1.1% from $50.6B a quarter earlier.
Buyers outnumbered sellers: 142 funds opened new EL positions and 68 closed out — a net gain of 74 holders — while 508 added to existing stakes and 396 trimmed.
The largest buyer was DZ Bank, adding an estimated $224M. The largest seller was Jennison Associates, cutting an estimated $872M.
- 1,232 institutional investors held Estee Lauder (EL) as of Q1 2023, up from 1,181 in Q4 2022.
- Funds reported $50.1B of Estee Lauder stock for Q1 2023, down 1.1% quarter-over-quarter.
- 142 funds opened new Estee Lauder positions in Q1 2023 and 68 closed out, a net change of +74 holders.
- The largest Estee Lauder buyer in Q1 2023 was DZ Bank, an estimated $224M added.
- The largest Estee Lauder seller in Q1 2023 was Jennison Associates, an estimated $872M sold.
Based on aggregated 13F filings for Q1 2023.