Estee Lauder
1,059 hedge funds and large institutions have $32B invested in Estee Lauder in 2024 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 426 increasing their positions, 347 reducing their positions, and 94 closing their positions.
38% more first-time investments, than exits
New positions opened: 130 | Existing positions closed: 94
23% more repeat investments, than reductions
Existing positions increased: 426 | Existing positions reduced: 347
17% more funds holding in top 10
Funds holding in top 10: 12 → 14 (+2)
6% more capital invested
Capital invested by funds: $30.1B → $32B (+$1.86B)
2% more funds holding
Funds holding: 1,035 → 1,059 (+24)
0.23% more ownership
Funds ownership: 88.69% → 88.93% (+0.23%)
24% less call options, than puts
Call options by funds: $963M | Put options by funds: $1.27B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jennison Associates
New York
|
+$268M |
| 2 |
Goldman Sachs
New York
|
+$190M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$177M |
| 4 |
Holocene Advisors
New York
|
+$126M |
| 5 |
AC
AKO Capital
London,
United Kingdom
|
+$119M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$424M |
| 2 |
Ninety One (UK)
London,
United Kingdom
|
-$387M |
| 3 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
-$225M |
| 4 |
MU
Mirova US
Boston,
Massachusetts
|
-$98.7M |
| 5 |
Two Sigma Investments
New York
|
-$94.6M |
EL Hedge Fund Activity: Q1 2024 in Review
1,059 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Estee Lauder (EL) for Q1 2024, worth a combined $32B — up 6.2% from $30.1B a quarter earlier.
Buyers outnumbered sellers: 130 funds opened new EL positions and 94 closed out — a net gain of 36 holders — while 426 added to existing stakes and 347 trimmed.
The largest buyer was Jennison Associates, opening a new position worth an estimated $268M. The largest seller was Capital International Investors, cutting an estimated $424M.
- 1,059 institutional investors held Estee Lauder (EL) as of Q1 2024, up from 1,035 in Q4 2023.
- Funds reported $32B of Estee Lauder stock for Q1 2024, up 6.2% quarter-over-quarter.
- 130 funds opened new Estee Lauder positions in Q1 2024 and 94 closed out, a net change of +36 holders.
- The largest Estee Lauder buyer in Q1 2024 was Jennison Associates, an estimated $268M added.
- The largest Estee Lauder seller in Q1 2024 was Capital International Investors, an estimated $424M sold.
Based on aggregated 13F filings for Q1 2024.