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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
Vontobel Holding
401
Vontobel Holding
Switzerland
– -$382K -15,257 Closed
IFU
402
iSAM Funds (UK)
United Kingdom
– -$363K -14,480 Closed
Baird Financial Group
403
Baird Financial Group
Wisconsin
– -$353K -14,094 Closed
EOJOAM
404
E. Ohman J:or Asset Management
Sweden
– -$350K -13,989 Closed
BPA
405
Beacon Pointe Advisors
California
– -$348K -13,904 Closed
MGP
406
Metis Global Partners
California
– -$347K -13,836 Closed
CIBC Asset Management
407
CIBC Asset Management
Ontario, Canada
– -$316K -12,602 Closed
TMAM
408
Tokio Marine Asset Management
Japan
– -$313K -12,475 Closed
Assenagon Asset Management
409
Assenagon Asset Management
Luxembourg
– -$292K -11,669 Closed
Franklin Resources
410
Franklin Resources
California
– -$273K -10,890 Closed
Robeco Institutional Asset Management
411
Robeco Institutional Asset Management
Netherlands
– -$272K -10,867 Closed
APG Asset Management
412
APG Asset Management
Netherlands
– -$244K -9,725 Closed
Capstone Investment Advisors
413
Capstone Investment Advisors
New York
– -$241K -9,599 Closed
IWM
414
IHT Wealth Management
Illinois
– -$234K -9,349 Closed
CB
415
Commerce Bank
Missouri
– -$232K -9,241 Closed
MC
416
Machina Capital
France
– -$221K -8,803 Closed
OAM
417
Oppenheimer Asset Management
New York
– -$213K -8,485 Closed
XT
418
XTX Topco
Cayman Islands
– -$211K -8,415 Closed
OSAM
419
O'Shaughnessy Asset Management
Connecticut
– -$208K -8,288 Closed
NIMI
420
Natixis Investment Managers International
France
– -$192K -7,652 Closed
VI
421
Vestcor Inc
New Brunswick, Canada
– -$191K -7,619 Closed
BCV
422
Banque Cantonale Vaudoise
Switzerland
– -$143K -5,731 Closed
UM
423
UniSuper Management
Australia
– -$55.5K -2,216 Closed
VSQM
424
V-Square Quantitative Management
Illinois
– -$52.1K -2,079 Closed
SAM
425
S.A. Mason
Michigan
– -$38.2K -1,524 Closed
14 15 16
17
18

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.