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Aramark

322 hedge funds and large institutions have $9.05B invested in Aramark in 2018 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 115 increasing their positions, 129 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more call options, than puts

Call options by funds: $71.8M | Put options by funds: $37.9M

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

4.71% more ownership

Funds ownership: 132.46%137.17% (+4.7%)

3% less capital invested

Capital invested by funds: $9.3B → $9.05B (-$250M)

4% less funds holding

Funds holding: 334322 (-12)

11% less repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 129

21% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 48

Holders
322
Holders Change
-12
Holders Change %
-3.59%
% of All Funds
7.37%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.18%
New
38
Increased
115
Reduced
129
Closed
48
Calls
$71.8M
Puts
$37.9M
Net Calls
+$34M
Net Calls Change
+$28.5M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
301
IFP Advisors
Florida
$8K -$18K -651 -68%
CHP
302
Cable Hill Partners
Oregon
$7K
CAW
303
Cornerstone Advisors (Washington)
Washington
$7K
ZB
304
Zions Bancorporation
Utah
$7K +$7.49K +271 New
GRP
305
Global Retirement Partners
California
$6K -$4.01K -145 -38%
GWM
306
Geneos Wealth Management
Colorado
$6K
QCG
307
Quadrant Capital Group
Ohio
$6K
EARNEST Partners
308
EARNEST Partners
Georgia
$5K
CFG
309
Citizens Financial Group
Rhode Island
$4K -$2.07K -75 -34%
CHC
310
City Holding Co
West Virginia
$4K
PIA
311
Piedmont Investment Advisors
North Carolina
$4K +$3.65K +132 New
JA
312
JOYN Advisors
Georgia
$4K +$3.68K +133 New
RCAG
313
Rehmann Capital Advisory Group
Michigan
$2.23K +$2.29K +83 New
Carson Wealth (CWM LLC)
314
Carson Wealth (CWM LLC)
Nebraska
$2K
TL
315
TrueWealth LLC
Georgia
$2K
CS
316
Candriam SCA
Luxembourg
$2K +$2.1K +76 New
PA
317
Parallel Advisors
California
$1K -$4.87K -176 -78%
QI
318
QS Investors
New York
$1K
VFA
319
Valeo Financial Advisors
Indiana
$1K
AC
320
Avestar Capital
New York
$1K +$1.91K +69 New
OCM
321
Oribel Capital Management
New York
-$16.3M -590,564 Closed
SCA
322
Secor Capital Advisors
New York
-$7.03M -246,225 Closed
GCP
323
GSA Capital Partners
United Kingdom
-$4.72M -165,140 Closed
Two Sigma Advisers
324
Two Sigma Advisers
New York
-$4.71M -164,948 Closed
CIC
325
Cornercap Investment Counsel
Georgia
-$4.12M -144,079 Closed

ARMK Hedge Fund Activity: Q2 2018 in Review

322 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Aramark (ARMK) for Q2 2018, worth a combined $9.05B — down 2.7% from $9.3B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of ARMK and 38 opened new positions — a net loss of 10 holders — while 129 trimmed existing stakes and 115 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $250M. The largest seller was Massachusetts Financial Services, cutting an estimated $103M.

  • 322 institutional investors held Aramark (ARMK) as of Q2 2018, down from 334 in Q1 2018.
  • Funds reported $9.05B of Aramark stock for Q2 2018, down 2.7% quarter-over-quarter.
  • 38 funds opened new Aramark positions in Q2 2018 and 48 closed out, a net change of -10 holders.
  • The largest Aramark buyer in Q2 2018 was T. Rowe Price Associates, an estimated $250M added.
  • The largest Aramark seller in Q2 2018 was Massachusetts Financial Services, an estimated $103M sold.

Based on aggregated 13F filings for Q2 2018.