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Aramark
ARMK

329 hedge funds and large institutions have $9.73B invested in Aramark in 2021 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 125 increasing their positions, 104 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 104

1.94% more ownership

Funds ownership: 138.52% → 140.45% (+1.9%)

0% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 53

1% less funds holding

Funds holding: 332 → 329 (-3)

1% less capital invested

Capital invested by funds: $9.83B → $9.73B (-$100M)

50% less funds holding in top 10

Funds holding in top 10: 12 → 6 (-6)

90% less call options, than puts

Call options by funds: $38.9M | Put options by funds: $401M

Holders
329
Holders Change
-3
Holders Change %
-0.9%
% of All Funds
5.78%
Holding in Top 10
6
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-50%
% of All Funds
0.11%
New
53
Increased
125
Reduced
104
Closed
53
Calls
$38.9M
Puts
$401M
Net Calls
-$362M
Net Calls Change
-$80.2M

Top Buyers

1
PG
Pendal Group
Australia
+$102M
2
EIG
EdgePoint Investment Group
Ontario, Canada
+$88.8M
3
N
Natixis
France
+$78.9M
4
HSBC Holdings
HSBC Holdings
United Kingdom
+$63.3M
5
MSE
MUFG Securities EMEA
United Kingdom
+$54.3M

Top Sellers

1
KSCM
King Street Capital Management
New York
-$100M
2
KCM
Kensico Capital Management
Connecticut
-$86M
3
SCP
Soroban Capital Partners
New York
-$83.4M
4
Capital World Investors
Capital World Investors
California
-$79M
5
PIP
Permian Investment Partners
Texas
-$65.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
276
Endurance Wealth Management
Rhode Island
$114K +$11.4K +416 +11%
PHAM
277
Portland Hill Asset Management
United Kingdom
$108K – – –
OSAM
278
O'Shaughnessy Asset Management
Connecticut
$104K +$3.45K +126 +3%
AAM
279
Advisors Asset Management
Colorado
$103K -$41.9K -1,529 -29%
CA
280
Capitolis Advisors
New York
$101K – – –
NICM
281
Neo Ivy Capital Management
New York
$87K +$87.1K +3,176 New
LS
282
Livforsakringsbolaget Skandia
Sweden
$83K – – –
US Bancorp
283
US Bancorp
Minnesota
$82K -$25.8K -942 -24%
Robeco Institutional Asset Management
284
Robeco Institutional Asset Management
Netherlands
$76K – – –
SPIA
285
Steward Partners Investment Advisory
New York
$59K +$40.3K +1,469 +212%
PNC Financial Services Group
286
PNC Financial Services Group
Pennsylvania
$52K +$4.5K +164 +9%
S
287
SignatureFD
Georgia
$48K +$466 +17 +1%
EWM
288
Edge Wealth Management
New York
$32K – – –
Ensign Peak Advisors
289
Ensign Peak Advisors
Utah
$31K +$5.1K +186 +20%
HCM
290
Highlander Capital Management
New Jersey
$30K – – –
BDWM
291
Brewin Dolphin Wealth Management
Ireland
$27.8K +$27.9K +1,019 New
FHC
292
First Horizon Corporation
Tennessee
$27K +$7.43K +271 +37%
ADL
293
Asset Dedication LLC
California
$24K -$24.5K -892 -50%
CAPTRUST Financial Advisors
294
CAPTRUST Financial Advisors
North Carolina
$23K +$17.7K +646 +335%
WT
295
Whittier Trust
California
$23K +$23.6K +860 New
GWM
296
Geneos Wealth Management
Colorado
$22K +$21.8K +795 New
SWM
297
Spire Wealth Management
Virginia
$20K +$19.7K +720 New
IRC
298
Investors Research Corp
Georgia
$19K – – –
MMG
299
Monetary Management Group
Missouri
$19K – – –
QCG
300
Quadrant Capital Group
Ohio
$19K +$1.92K +70 +11%
10 11
12
13 14

ARMK Hedge Fund Activity: Q1 2021 in Review

329 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Aramark (ARMK) for Q1 2021, worth a combined $9.73B — down 1% from $9.83B a quarter earlier.

Fund positioning in ARMK was balanced in Q1 2021: 53 funds opened new positions, 53 closed out, 125 added to existing stakes and 104 trimmed.

The largest buyer was Pendal Group, adding an estimated $102M. The largest seller was King Street Capital Management, cutting an estimated $100M.

  • 329 institutional investors held Aramark (ARMK) as of Q1 2021, down from 332 in Q4 2020.
  • Funds reported $9.73B of Aramark stock for Q1 2021, down 1% quarter-over-quarter.
  • 53 funds opened new Aramark positions in Q1 2021 and 53 closed out, a net change of 0 holders.
  • The largest Aramark buyer in Q1 2021 was Pendal Group, an estimated $102M added.
  • The largest Aramark seller in Q1 2021 was King Street Capital Management, an estimated $100M sold.

Based on aggregated 13F filings for Q1 2021.