Estee Lauder
1,035 hedge funds and large institutions have $30.1B invested in Estee Lauder in 2023 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 297 increasing their positions, 481 reducing their positions, and 140 closing their positions.
13% more first-time investments, than exits
New positions opened: 158 | Existing positions closed: 140
1.65% more ownership
Funds ownership: 87.04% → 88.69% (+1.6%)
9% more call options, than puts
Call options by funds: $1.11B | Put options by funds: $1.03B
3% more capital invested
Capital invested by funds: $29.2B → $30.1B (+$920M)
0% more funds holding
Funds holding: 1,034 → 1,035 (+1)
0% more funds holding in top 10
Funds holding in top 10: 12 → 12 (0)
38% less repeat investments, than reductions
Existing positions increased: 297 | Existing positions reduced: 481
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$363M |
| 2 |
AC
AKO Capital
London,
United Kingdom
|
+$187M |
| 3 |
Alyeska Investment Group
Chicago,
Illinois
|
+$166M |
| 4 |
CG
Carmignac Gestion
Paris,
France
|
+$151M |
| 5 |
Goldman Sachs
New York
|
+$151M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$374M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$283M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$181M |
| 4 |
D.E. Shaw & Co
New York
|
-$126M |
| 5 |
Brown Advisory
Baltimore,
Maryland
|
-$121M |
EL Hedge Fund Activity: Q4 2023 in Review
1,035 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Estee Lauder (EL) for Q4 2023, worth a combined $30.1B — up 3.2% from $29.2B a quarter earlier.
Buyers outnumbered sellers: 158 funds opened new EL positions and 140 closed out — a net gain of 18 holders — while 297 added to existing stakes and 481 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $363M. The largest seller was Royal Bank of Canada, cutting an estimated $374M.
- 1,035 institutional investors held Estee Lauder (EL) as of Q4 2023, up from 1,034 in Q3 2023.
- Funds reported $30.1B of Estee Lauder stock for Q4 2023, up 3.2% quarter-over-quarter.
- 158 funds opened new Estee Lauder positions in Q4 2023 and 140 closed out, a net change of +18 holders.
- The largest Estee Lauder buyer in Q4 2023 was Fidelity Investments, an estimated $363M added.
- The largest Estee Lauder seller in Q4 2023 was Royal Bank of Canada, an estimated $374M sold.
Based on aggregated 13F filings for Q4 2023.