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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
TWP
351
TFO Wealth Partners
Ohio
$141 -$54 -2 -29%
VCM
352
Versant Capital Management
Arizona
$112 -$54 -2 -33%
RIL
353
Rothschild Investment LLC
Illinois
$112 +$108 +4 New
SA
354
Scarborough Advisors
Maryland
$61 +$54 +2 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
355
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$27.7M -1,105,738 Closed
Point72 Asset Management
356
Point72 Asset Management
Connecticut
– -$26.1M -962,308 Closed
WMSA
357
Weiss Multi-Strategy Advisers
New York
– -$22.6M -902,219 Closed
GCM
358
Greenland Capital Management
New York
– -$18.4M -733,808 Closed
CWM
359
CIBC World Markets
New York
– -$13.9M -554,000 Closed
Capital Research Global Investors
360
Capital Research Global Investors
California
– -$12.9M -516,137 Closed
FBCM
361
Fort Baker Capital Management
California
– -$10.3M -410,546 Closed
MFS
362
Mirabella Financial Services
United Kingdom
– -$9.85M -392,967 Closed
Holocene Advisors
363
Holocene Advisors
New York
– -$8.7M -347,183 Closed
Swedbank
364
Swedbank
Sweden
– -$8.26M -329,555 Closed
VNIM
365
Vaughan Nelson Investment Management
Texas
– -$7.3M -291,378 Closed
ECM
366
ExodusPoint Capital Management
New York
– -$5.05M -201,518 Closed
Mitsubishi UFJ Trust & Banking
367
Mitsubishi UFJ Trust & Banking
Japan
– -$4.77M -190,468 Closed
SC
368
Shay Capital
New York
– -$3.8M -151,796 Closed
Tudor Investment Corp
369
Tudor Investment Corp
Connecticut
– -$2.87M -114,670 Closed
AAF
370
Andra AP-fonden
Sweden
– -$2.36M -94,319 Closed
Verition Fund Management
371
Verition Fund Management
Connecticut
– -$1.89M -75,449 Closed
Korea Investment Corp
372
Korea Investment Corp
South Korea
– -$1.85M -74,039 Closed
FAF
373
Första AP-fonden
Sweden
– -$1.85M -73,959 Closed
TAF
374
Tredje AP-fonden
Sweden
– -$1.78M -71,208 Closed
Skandinaviska Enskilda Banken (SEB)
375
Skandinaviska Enskilda Banken (SEB)
Sweden
– -$1.23M -67,945 Closed
13 14
15
16 17

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.