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Aramark

353 hedge funds and large institutions have $7.17B invested in Aramark in 2019 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 138 increasing their positions, 116 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more call options, than puts

Call options by funds: $14.1M | Put options by funds: $6.71M

19% more repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 116

11% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 54

1% more funds holding

Funds holding: 349353 (+4)

2% more capital invested

Capital invested by funds: $7.05B → $7.17B (+$122M)

2.25% less ownership

Funds ownership: 138.66%136.41% (-2.2%)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

Holders
353
Holders Change
+4
Holders Change %
+1.15%
% of All Funds
7.64%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.24%
New
60
Increased
138
Reduced
116
Closed
54
Calls
$14.1M
Puts
$6.71M
Net Calls
+$7.41M
Net Calls Change
-$66.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
301
CAPTRUST Financial Advisors
North Carolina
$101K +$57.5K +2,569 +119%
AG
302
Advisor Group
Arizona
$92K +$16K +715 +20%
SO
303
STRS Ohio
Ohio
$89K
ADL
304
Asset Dedication LLC
California
$82K
IDBONY
305
Israel Discount Bank of New York
New York
$79K
ARMT
306
Amica Retiree Medical Trust
Rhode Island
$78K
LS
307
Livforsakringsbolaget Skandia
Sweden
$65K
FHB
308
First Hawaiian Bank
Hawaii
$65K +$25.9K +1,156 +61%
IUHSA
309
Itau Unibanco Holding S.A.
Brazil
$60K
AF
310
Advisornet Financial
Minnesota
$57K +$12.5K +560 +26%
FL
311
Fort LP
Maryland
$45K +$11.2K +502 +31%
WAM
312
Wealthspire Advisors (Maryland)
Maryland
$43K -$224 -10 -0.5%
HCM
313
Highlander Capital Management
New Jersey
$41K
FDCDDQ
314
Federation des caisses Desjardins du Quebec
Quebec, Canada
$36.9K +$17K +761 +78%
FHA
315
First Horizon Advisors
Tennessee
$29K +$7.57K +338 +33%
CG
316
Cutler Group
California
$22K +$23.4K +1,044 New
TCOV
317
Trust Company of Vermont
Vermont
$21K
Parallax Volatility Advisers
318
Parallax Volatility Advisers
California
$20K +$15K +670 +243%
OWA
319
One Wealth Advisors
California
$19K +$19.8K +885 New
OIA
320
OneDigital Investment Advisors
Kansas
$18K
PCG
321
Private Capital Group
Connecticut
$17K -$605 -27 -3%
HNB
322
Huntington National Bank
Ohio
$16K +$1.25K +56 +8%
WB
323
Webster Bank
Connecticut
$15K -$9.29K -415 -37%
IRC
324
Investors Research Corp
Georgia
$15K +$15.5K +693 New
WEC
325
Winslow Evans & Crocker
Massachusetts
$14K +$2.04K +91 +17%

ARMK Hedge Fund Activity: Q1 2019 in Review

353 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Aramark (ARMK) for Q1 2019, worth a combined $7.17B — up 1.7% from $7.05B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new ARMK positions and 54 closed out — a net gain of 6 holders — while 138 added to existing stakes and 116 trimmed.

The largest buyer was Barrow, Hanley, Mewhinney & Strauss, adding an estimated $299M. The largest seller was Wellington Management Group, cutting an estimated $224M.

  • 353 institutional investors held Aramark (ARMK) as of Q1 2019, up from 349 in Q4 2018.
  • Funds reported $7.17B of Aramark stock for Q1 2019, up 1.7% quarter-over-quarter.
  • 60 funds opened new Aramark positions in Q1 2019 and 54 closed out, a net change of +6 holders.
  • The largest Aramark buyer in Q1 2019 was Barrow, Hanley, Mewhinney & Strauss, an estimated $299M added.
  • The largest Aramark seller in Q1 2019 was Wellington Management Group, an estimated $224M sold.

Based on aggregated 13F filings for Q1 2019.