We are live on ! Find out more
ARMK icon

Aramark
ARMK

354 hedge funds and large institutions have $7.89B invested in Aramark in 2023 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 47 increasing their positions, 235 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more call options, than puts

Call options by funds: $230M | Put options by funds: $119M

6% less first-time investments, than exits

New positions opened: 72 | Existing positions closed: 77

3% less funds holding

Funds holding: 364 → 354 (-10)

11% less capital invested

Capital invested by funds: $8.87B → $7.89B (-$988M)

30.32% less ownership

Funds ownership: 137.33% → 107.01% (-30%)

33% less funds holding in top 10

Funds holding in top 10: 9 → 6 (-3)

80% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 235

Holders
354
Holders Change
-10
Holders Change %
-2.75%
% of All Funds
5.16%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
72
Increased
47
Reduced
235
Closed
77
Calls
$230M
Puts
$119M
Net Calls
+$111M
Net Calls Change
-$21.9M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$327M
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$91.2M
3
PIP
Permian Investment Partners
Texas
+$82.6M
4
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
+$72.8M
5
PL
Perpetual Ltd
Australia
+$23.8M

Top Sellers

1
BlackRock
BlackRock
New York
-$334M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$262M
3
Capital International Investors
Capital International Investors
California
-$243M
4
Marshall Wace
Marshall Wace
United Kingdom
-$167M
5
Goldman Sachs
Goldman Sachs
New York
-$154M
Name Holding Trade Value Shares
Change 		Change in
Stake
Mitsubishi UFJ Asset Management
326
Mitsubishi UFJ Asset Management
Japan
$3.35K -$4.22M -155,698 -100%
FMII
327
Farmers & Merchants Investments Inc
Nebraska
$3.15K -$1.17K -43 -28%
WIA
328
Wetzel Investment Advisors
Indiana
$3K +$2.93K +108 New
VNA
329
Valley National Advisers
Pennsylvania
$3K +$3.63K +134 New
SIC
330
SJS Investment Consulting
Ohio
$2.81K -$1.06K -39 -28%
WWM
331
Wolff Wiese Magana
California
$2.81K -$1.06K -39 -28%
BGAI
332
Bruce G. Allen Investments
Colorado
$2.81K +$2.71K +100 New
S
333
Sachetta
Massachusetts
$2.44K +$2.36K +87 New
ZB
334
Zions Bancorporation
Utah
$2.11K -$786 -29 -28%
BF
335
BOK Financial
Oklahoma
$1.77K -$650 -24 -28%
NECFA
336
New England Capital Financial Advisors
Connecticut
$1.45K -$515 -19 -27%
EBA
337
Eagle Bay Advisors
New York
$1.39K -$704 -26 -34%
GWS
338
Glassman Wealth Services
Virginia
$1.29K -$488 -18 -28%
CCA
339
Criterion Capital Advisors
Tennessee
$1.24K +$1.19K +44 New
NS
340
NBC Securities
Alabama
$1K -$569 -21 -29%
FMP
341
Financial Management Professionals
Texas
$1K -$217 -8 -29%
FFA
342
Farther Finance Advisors
California
$956 +$108 +4 +13%
GRP
343
Global Retirement Partners
California
$956 +$894 +33 New
DPW
344
DiNuzzo Private Wealth
Pennsylvania
$872 +$840 +31 New
GI
345
Gradient Investments
Minnesota
$703 -$271 -10 -29%
PFBT
346
Parkside Financial Bank & Trust
Missouri
$619 +$406 +15 +214%
MPWT
347
MassMutual Private Wealth & Trust
Connecticut
$337 -$2.93K -108 -90%
TWD
348
True Wealth Design
Ohio
$197 -$81 -3 -30%
IA
349
IFP Advisors
Florida
$197 +$190 +7 New
NA
350
NewEdge Advisors
Louisiana
$197 +$190 +7 New
12 13
14
15 16

ARMK Hedge Fund Activity: Q4 2023 in Review

354 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Aramark (ARMK) for Q4 2023, worth a combined $7.89B — down 11% from $8.87B a quarter earlier.

Sellers outnumbered buyers: 77 funds closed out of ARMK and 72 opened new positions — a net loss of 5 holders — while 235 trimmed existing stakes and 47 added.

The largest buyer was Morgan Stanley, adding an estimated $327M. The largest seller was BlackRock, cutting an estimated $334M.

  • 354 institutional investors held Aramark (ARMK) as of Q4 2023, down from 364 in Q3 2023.
  • Funds reported $7.89B of Aramark stock for Q4 2023, down 11% quarter-over-quarter.
  • 72 funds opened new Aramark positions in Q4 2023 and 77 closed out, a net change of -5 holders.
  • The largest Aramark buyer in Q4 2023 was Morgan Stanley, an estimated $327M added.
  • The largest Aramark seller in Q4 2023 was BlackRock, an estimated $334M sold.

Based on aggregated 13F filings for Q4 2023.