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Aramark
ARMK

166 hedge funds and large institutions have $6.45B invested in Aramark in 2014 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 72 increasing their positions, 28 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

292% more call options, than puts

Call options by funds: $2.28M | Put options by funds: $582K

159% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 22

157% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 28

100% more funds holding in top 10

Funds holding in top 10: 6 → 12 (+6)

39% more capital invested

Capital invested by funds: $4.63B → $6.45B (+$1.82B)

24% more funds holding

Funds holding: 134 → 166 (+32)

17.66% more ownership

Funds ownership: 104.59% → 122.25% (+18%)

Holders
166
Holders Change
+32
Holders Change %
+23.88%
% of All Funds
4.43%
Holding in Top 10
12
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+100%
% of All Funds
0.32%
New
57
Increased
72
Reduced
28
Closed
22
Calls
$2.28M
Puts
$582K
Net Calls
+$1.7M
Net Calls Change
+$1.02M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$271M
2
JP Morgan Chase
JP Morgan Chase
New York
+$116M
3
CRM
Cramer Rosenthal McGlynn
Connecticut
+$109M
4
SC
Samlyn Capital
New York
+$77.7M
5
Citadel Advisors
Citadel Advisors
Florida
+$65.7M

Top Sellers

Rank Fund Capital Flow
1
WP
Warburg Pincus
New York
-$240M
2
Goldman Sachs
Goldman Sachs
New York
-$235M
3
THLTP
Thomas H. Lee (THL) Partners
Massachusetts
-$233M
4
First Trust Advisors
First Trust Advisors
Illinois
-$15.3M
5
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
-$12.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
76
Bank of America
North Carolina
$3.62M +$1.97M +96,551 +150%
CS
77
Credit Suisse
Switzerland
$3.58M +$2.06M +100,655 +171%
EA
78
Emerald Advisers
Pennsylvania
$3.58M +$2.03M +99,387 +166%
Jacobs Levy Equity Management
79
Jacobs Levy Equity Management
New Jersey
$3.41M +$105K +5,153 +4%
Charles Schwab
80
Charles Schwab
California
$3.29M +$381K +18,646 +15%
CC
81
Curian Capital
Colorado
$3.25M +$162K +7,943 +6%
Renaissance Technologies
82
Renaissance Technologies
New York
$2.99M +$2.72M +132,960 New
TD Asset Management
83
TD Asset Management
Ontario, Canada
$2.87M +$1.13M +55,400 +77%
JPC
84
Jackson Park Capital
Utah
$2.8M +$2.55M +124,650 New
California Public Employees Retirement System
85
California Public Employees Retirement System
California
$2.54M +$67.9K +3,324 +3%
California State Teachers Retirement System (CalSTRS)
86
California State Teachers Retirement System (CalSTRS)
California
$2.46M +$933K +45,645 +72%
PPA
87
Parametric Portfolio Associates
Washington
$2.45M +$586K +28,648 +36%
Allianz Asset Management
88
Allianz Asset Management
Germany
$2.11M +$1.91M +93,676 New
Axa
89
Axa
France
$1.97M +$476K +23,268 +36%
Invesco
90
Invesco
Georgia
$1.94M -$4.33M -211,774 -71%
GI
91
GAMCO Investors
Connecticut
$1.91M -$524K -25,623 -23%
MAA
92
Managed Account Advisors
New Jersey
$1.81M +$126K +6,154 +8%
CS
93
Cannell & Spears
New York
$1.74M +$1.58M +77,176 New
Massachusetts Financial Services
94
Massachusetts Financial Services
Massachusetts
$1.6M +$132K +6,446 +10%
GC
95
Guggenheim Capital
Illinois
$1.5M +$1.37M +66,796 New
ICM
96
ICC Capital Management
Florida
$1.42M +$1.29M +63,052 New
PNC Financial Services Group
97
PNC Financial Services Group
Pennsylvania
$1.4M – – –
Wells Fargo
98
Wells Fargo
California
$1.3M +$755K +36,946 +178%
KCM
99
Kames Capital Management
United Kingdom
$1.28M – – –
Royal Bank of Canada
100
Royal Bank of Canada
Ontario, Canada
$1.26M +$890K +43,525 +346%
2 3
4
5 6

ARMK Hedge Fund Activity: Q4 2014 in Review

166 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Aramark (ARMK) for Q4 2014, worth a combined $6.45B — up 39% from $4.63B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new ARMK positions and 22 closed out — a net gain of 35 holders — while 72 added to existing stakes and 28 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $271M. The largest seller was Warburg Pincus, cutting an estimated $240M.

  • 166 institutional investors held Aramark (ARMK) as of Q4 2014, up from 134 in Q3 2014.
  • Funds reported $6.45B of Aramark stock for Q4 2014, up 39% quarter-over-quarter.
  • 57 funds opened new Aramark positions in Q4 2014 and 22 closed out, a net change of +35 holders.
  • The largest Aramark buyer in Q4 2014 was Fidelity Investments, an estimated $271M added.
  • The largest Aramark seller in Q4 2014 was Warburg Pincus, an estimated $240M sold.

Based on aggregated 13F filings for Q4 2014.