Estee Lauder
1,130 hedge funds and large institutions have $39.6B invested in Estee Lauder in 2023 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 448 increasing their positions, 429 reducing their positions, and 193 closing their positions.
19% more call options, than puts
Call options by funds: $586M | Put options by funds: $492M
4% more repeat investments, than reductions
Existing positions increased: 448 | Existing positions reduced: 429
0.73% less ownership
Funds ownership: 87.65% → 86.92% (-0.73%)
8% less funds holding
Funds holding: 1,234 → 1,130 (-104)
11% less capital inflows, than outflows
Capital inflows: $4.12B | Capital outflows: $4.62B
48% less first-time investments, than exits
New positions opened: 100 | Existing positions closed: 193
52% less funds holding in top 10
Funds holding in top 10: 31 → 15 (-16)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$521M |
| 2 |
Edgewood Management
Greenwich,
Connecticut
|
+$301M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$246M |
| 4 |
BLS Capital Fondsmaeglerselskab
Klampenborg,
Denmark
|
+$224M |
| 5 |
Harding Loevner
Bridgewater,
New Jersey
|
+$168M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DZ Bank
Frankfurt Am Main,
Germany
|
-$666M |
| 2 |
Jennison Associates
New York
|
-$266M |
| 3 |
Amundi
Paris,
France
|
-$265M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
-$155M |
| 5 |
TD Asset Management
Toronto,
Ontario, Canada
|
-$143M |
EL Hedge Fund Activity: Q2 2023 in Review
1,130 of the 6,389 institutional investors tracked by Wall St. Rank reported a position in Estee Lauder (EL) for Q2 2023, worth a combined $39.6B — down 21% from $50.1B a quarter earlier.
Sellers outnumbered buyers: 193 funds closed out of EL and 100 opened new positions — a net loss of 93 holders — while 429 trimmed existing stakes and 448 added.
The largest buyer was Capital International Investors, adding an estimated $521M. The largest seller was DZ Bank, cutting an estimated $666M.
- 1,130 institutional investors held Estee Lauder (EL) as of Q2 2023, down from 1,234 in Q1 2023.
- Funds reported $39.6B of Estee Lauder stock for Q2 2023, down 21% quarter-over-quarter.
- 100 funds opened new Estee Lauder positions in Q2 2023 and 193 closed out, a net change of -93 holders.
- The largest Estee Lauder buyer in Q2 2023 was Capital International Investors, an estimated $521M added.
- The largest Estee Lauder seller in Q2 2023 was DZ Bank, an estimated $666M sold.
Based on aggregated 13F filings for Q2 2023.