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Aramark
ARMK

291 hedge funds and large institutions have $5.78B invested in Aramark in 2020 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 82 increasing their positions, 117 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more capital invested

Capital invested by funds: $5.05B → $5.78B (+$732M)

1.65% more ownership

Funds ownership: 138.74% → 140.39% (+1.7%)

4% less funds holding

Funds holding: 304 → 291 (-13)

19% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 63

30% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 117

40% less funds holding in top 10

Funds holding in top 10: 10 → 6 (-4)

77% less call options, than puts

Call options by funds: $41.8M | Put options by funds: $180M

Holders
291
Holders Change
-13
Holders Change %
-4.28%
% of All Funds
5.97%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.12%
New
51
Increased
82
Reduced
117
Closed
63
Calls
$41.8M
Puts
$180M
Net Calls
-$138M
Net Calls Change
-$15.7M

Top Buyers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$176M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$93.1M
3
Nomura Holdings
Nomura Holdings
Japan
+$92.6M
4
KSCM
King Street Capital Management
New York
+$68M
5
Citadel Advisors
Citadel Advisors
Florida
+$36.1M

Top Sellers

1
EIG
EdgePoint Investment Group
Ontario, Canada
-$94.1M
2
Victory Capital Management
Victory Capital Management
Texas
-$67.3M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$66.8M
4
EC
Eminence Capital
New York
-$58.2M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$55.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
EARNEST Partners
276
EARNEST Partners
Georgia
$3K – – –
GWM
277
Geneos Wealth Management
Colorado
$3K – – –
PCG
278
Private Capital Group
Connecticut
$3K – – –
BCA
279
Berman Capital Advisors
Georgia
$2K -$1.14K -65 -31%
VFA
280
Valeo Financial Advisors
Indiana
$2K +$1.82K +104 New
BL
281
Balentine LLC
Georgia
$2K +$2.44K +139 New
BFEC
282
Benjamin F. Edwards & Company
Missouri
$2K +$2.44K +139 New
OPS
283
Orion Portfolio Solutions
Nebraska
$1K -$123 -7 -16%
PK
284
Pflug Koory
Nebraska
$1K – – –
TWA
285
TCI Wealth Advisors
Arizona
$1K – – –
VCM
286
Versant Capital Management
Arizona
$1K – – –
GWS
287
Glassman Wealth Services
Virginia
$1K +$140 +8 +33%
BWM
288
BerganKDV Wealth Management
Minnesota
$1K +$544 +31 +89%
TPCW
289
TD Private Client Wealth
New York
$790 -$1.98K -113 -70%
ED
290
Exane Derivatives
France
$339 – – –
EIG
291
EdgePoint Investment Group
Ontario, Canada
– -$94.1M -6,523,076 Closed
EC
292
Eminence Capital
New York
– -$58.2M -4,035,134 Closed
VM
293
Valinor Management
New York
– -$40.1M -2,777,950 Closed
HP
294
Hound Partners
New York
– -$33.5M -2,320,329 Closed
Capital Research Global Investors
295
Capital Research Global Investors
California
– -$18.2M -1,260,350 Closed
MC
296
Maverick Capital
Texas
– -$12M -829,200 Closed
National Pension Service
297
National Pension Service
South Korea
– -$8.78M -608,979 Closed
Lord, Abbett & Co
298
Lord, Abbett & Co
New Jersey
– -$6.72M -466,251 Closed
Adage Capital Partners
299
Adage Capital Partners
Massachusetts
– -$6.59M -457,101 Closed
Bank of Nova Scotia
300
Bank of Nova Scotia
Ontario, Canada
– -$5.21M -361,473 Closed
10 11
12
13 14

ARMK Hedge Fund Activity: Q2 2020 in Review

291 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Aramark (ARMK) for Q2 2020, worth a combined $5.78B — up 15% from $5.05B a quarter earlier.

Sellers outnumbered buyers: 63 funds closed out of ARMK and 51 opened new positions — a net loss of 12 holders — while 117 trimmed existing stakes and 82 added.

The largest buyer was Barrow, Hanley, Mewhinney & Strauss, adding an estimated $176M. The largest seller was EdgePoint Investment Group, exiting entirely with an estimated $94.1M sold.

  • 291 institutional investors held Aramark (ARMK) as of Q2 2020, down from 304 in Q1 2020.
  • Funds reported $5.78B of Aramark stock for Q2 2020, up 15% quarter-over-quarter.
  • 51 funds opened new Aramark positions in Q2 2020 and 63 closed out, a net change of -12 holders.
  • The largest Aramark buyer in Q2 2020 was Barrow, Hanley, Mewhinney & Strauss, an estimated $176M added.
  • The largest Aramark seller in Q2 2020 was EdgePoint Investment Group, an estimated $94.1M sold.

Based on aggregated 13F filings for Q2 2020.