Estee Lauder
914 hedge funds and large institutions have $20B invested in Estee Lauder in 2024 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 334 increasing their positions, 351 reducing their positions, and 171 closing their positions.
5% less repeat investments, than reductions
Existing positions increased: 334 | Existing positions reduced: 351
1.85% less ownership
Funds ownership: 88.09% → 86.24% (-1.9%)
7% less funds holding
Funds holding: 988 → 914 (-74)
9% less capital invested
Capital invested by funds: $21.9B → $20B (-$1.88B)
14% less call options, than puts
Call options by funds: $984M | Put options by funds: $1.14B
30% less funds holding in top 10
Funds holding in top 10: 10 → 7 (-3)
37% less first-time investments, than exits
New positions opened: 107 | Existing positions closed: 171
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$317M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$240M |
| 3 |
IFP
Independent Franchise Partners
London,
United Kingdom
|
+$183M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$139M |
| 5 |
JP Morgan Chase
New York
|
+$131M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Edgewood Management
Greenwich,
Connecticut
|
-$749M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$418M |
| 3 |
ClearBridge Investments
New York
|
-$325M |
| 4 |
Brown Advisory
Baltimore,
Maryland
|
-$201M |
| 5 |
Capital International Investors
Los Angeles,
California
|
-$171M |
EL Hedge Fund Activity: Q3 2024 in Review
914 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Estee Lauder (EL) for Q3 2024, worth a combined $20B — down 8.6% from $21.9B a quarter earlier.
Sellers outnumbered buyers: 171 funds closed out of EL and 107 opened new positions — a net loss of 64 holders — while 351 trimmed existing stakes and 334 added.
The largest buyer was Vanguard Group, adding an estimated $317M. The largest seller was Edgewood Management, cutting an estimated $749M.
- 914 institutional investors held Estee Lauder (EL) as of Q3 2024, down from 988 in Q2 2024.
- Funds reported $20B of Estee Lauder stock for Q3 2024, down 8.6% quarter-over-quarter.
- 107 funds opened new Estee Lauder positions in Q3 2024 and 171 closed out, a net change of -64 holders.
- The largest Estee Lauder buyer in Q3 2024 was Vanguard Group, an estimated $317M added.
- The largest Estee Lauder seller in Q3 2024 was Edgewood Management, an estimated $749M sold.
Based on aggregated 13F filings for Q3 2024.