Estee Lauder
919 hedge funds and large institutions have $20B invested in Estee Lauder in 2024 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 334 increasing their positions, 351 reducing their positions, and 172 closing their positions.
5% less repeat investments, than reductions
Existing positions increased: 334 | Existing positions reduced: 351
2.07% less ownership
Funds ownership: 88.09% → 86.03% (-2.1%)
7% less funds holding
Funds holding: 992 → 919 (-73)
13% less capital inflows, than outflows
Capital inflows: $3.49B | Capital outflows: $4.02B
14% less call options, than puts
Call options by funds: $985M | 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: 109 | Existing positions closed: 172
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$317M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$240M |
| 3 |
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
919 of the 6,988 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: 172 funds closed out of EL and 109 opened new positions — a net loss of 63 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.
- 919 institutional investors held Estee Lauder (EL) as of Q3 2024, down from 992 in Q2 2024.
- Funds reported $20B of Estee Lauder stock for Q3 2024, down 8.6% quarter-over-quarter.
- 109 funds opened new Estee Lauder positions in Q3 2024 and 172 closed out, a net change of -63 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.