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Aramark
ARMK

307 hedge funds and large institutions have $6.81B invested in Aramark in 2020 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 81 increasing their positions, 131 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 35

33% more funds holding in top 10

Funds holding in top 10: 6 → 8 (+2)

18% more capital invested

Capital invested by funds: $5.78B → $6.81B (+$1.04B)

5% more funds holding

Funds holding: 291 → 307 (+16)

0.79% more ownership

Funds ownership: 140.39% → 141.18% (+0.79%)

38% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 131

70% less call options, than puts

Call options by funds: $71.7M | Put options by funds: $235M

Holders
307
Holders Change
+16
Holders Change %
+5.5%
% of All Funds
6.19%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.16%
New
51
Increased
81
Reduced
131
Closed
35
Calls
$71.7M
Puts
$235M
Net Calls
-$163M
Net Calls Change
-$25.3M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$98.4M
2
SCP
Soroban Capital Partners
New York
+$90.1M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$53.8M
4
KSCM
King Street Capital Management
New York
+$52M
5
PI
Putnam Investments
Massachusetts
+$26.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$63M
2
ACM
Atlanta Capital Management
Georgia
-$61.1M
3
Capital World Investors
Capital World Investors
California
-$42.7M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$35.2M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$33M
Name Holding Trade Value Shares
Change 		Change in
Stake
FM
326
Foster & Motley
Ohio
– -$308K -18,909 Closed
MCM
327
MAI Capital Management
Ohio
– -$269K -16,523 Closed
BPA
328
Beacon Pointe Advisors
California
– -$248K -15,235 Closed
Janney Montgomery Scott
329
Janney Montgomery Scott
Pennsylvania
– -$217K -13,290 Closed
Ensign Peak Advisors
330
Ensign Peak Advisors
Utah
– -$119K -7,299 Closed
PCM
331
Penserra Capital Management
California
– -$99K -6,122 Closed
PC
332
Permanens Capital
New York
– -$66K -4,069 Closed
OCM
333
Ovata Capital Management
Hong Kong
– -$23K -1,431 Closed
CWP
334
CFM Wealth Partners
Texas
– -$11K -706 Closed
Northwestern Mutual Wealth Management
335
Northwestern Mutual Wealth Management
Wisconsin
– -$6K -343 Closed
Fifth Third Bancorp
336
Fifth Third Bancorp
Ohio
– -$5K -291 Closed
GWM
337
Geneos Wealth Management
Colorado
– -$3K -249 Closed
BL
338
Balentine LLC
Georgia
– -$2K -139 Closed
OPS
339
Orion Portfolio Solutions
Nebraska
– -$1K -37 Closed
PFBT
340
Parkside Financial Bank & Trust
Missouri
– +$125 +7 New
PFWA
341
Paces Ferry Wealth Advisors
Georgia
– +$196 +11 New
10 11 12 13
14

ARMK Hedge Fund Activity: Q3 2020 in Review

307 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Aramark (ARMK) for Q3 2020, worth a combined $6.81B — up 18% from $5.78B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new ARMK positions and 35 closed out — a net gain of 16 holders — while 81 added to existing stakes and 131 trimmed.

The largest buyer was Capital International Investors, adding an estimated $98.4M. The largest seller was Morgan Stanley, cutting an estimated $63M.

  • 307 institutional investors held Aramark (ARMK) as of Q3 2020, up from 291 in Q2 2020.
  • Funds reported $6.81B of Aramark stock for Q3 2020, up 18% quarter-over-quarter.
  • 51 funds opened new Aramark positions in Q3 2020 and 35 closed out, a net change of +16 holders.
  • The largest Aramark buyer in Q3 2020 was Capital International Investors, an estimated $98.4M added.
  • The largest Aramark seller in Q3 2020 was Morgan Stanley, an estimated $63M sold.

Based on aggregated 13F filings for Q3 2020.