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Aterian

62 hedge funds and large institutions have $4.37M invested in Aterian in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 4 increasing their positions, 27 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,559% more call options, than puts

Call options by funds: $481K | Put options by funds: $29K

0% more funds holding

Funds holding: 6262 (0)

0% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 18

0.57% less ownership

Funds ownership: 1.54%0.98% (-0.57%)

66% less capital invested

Capital invested by funds: $12.8M → $4.37M (-$8.47M)

85% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 27

Holders
62
Holders Change
Holders Change %
0%
% of All Funds
0.97%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
4
Reduced
27
Closed
18
Calls
$481K
Puts
$29K
Net Calls
+$452K
Net Calls Change
-$718K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
26
Dimensional Fund Advisors
Texas
$17.8K -$2.02K -259 -7%
GCP
27
GSA Capital Partners
United Kingdom
$17K +$23.6K +3,029 New
BRWA
28
B. Riley Wealth Advisors
Florida
$16.6K -$1.42K -183 -6%
Prudential Financial
29
Prudential Financial
New Jersey
$15.8K -$2.08K -268 -9%
JP Morgan Chase
30
JP Morgan Chase
New York
$15.4K -$32.8K -4,210 -60%
Simplex Trading
31
Simplex Trading
Illinois
$14K +$20.2K +2,602 +32,525%
PF
32
Phoenix Financial
Israel
$13.8K
AMH
33
Apollo Management Holdings
New York
$12.6K
TRCT
34
Tower Research Capital (TRC)
New York
$11.8K +$7.86K +1,010 +90%
PMEF
35
Point72 Middle East FZE
United Arab Emirates
$9.65K +$13.6K +1,749 New
SFP
36
Sandbox Financial Partners
Maryland
$9.2K
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$9K -$20.9K -2,690 -63%
UBS Group
38
UBS Group
Switzerland
$8.58K -$26.6K -3,415 -69%
Bank of New York Mellon
39
Bank of New York Mellon
New York
$8.08K -$110K -14,101 -91%
PTP
40
Platform Technology Partners
New York
$7.75K
Tudor Investment Corp
41
Tudor Investment Corp
Connecticut
$6.93K
HCM
42
Harvey Capital Management
Florida
$6.9K
Balyasny Asset Management
43
Balyasny Asset Management
Illinois
$6.45K +$9.1K +1,169 New
LPL Financial
44
LPL Financial
California
$6.38K -$910 -117 -9%
Wolverine Trading
45
Wolverine Trading
Illinois
$5.11K +$7.88K +1,013 New
MAM
46
McCarthy Asset Management
California
$4.6K +$6.48K +833 New
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$3.6K -$59.7K -7,674 -92%
Osaic Holdings
48
Osaic Holdings
Arizona
$2.72K -$47 -6 -1%
CFD
49
Creative Financial Designs
Indiana
$2.3K
CFGS
50
Concourse Financial Group Securities
Alabama
$1.46K

ATER Hedge Fund Activity: Q2 2023 in Review

62 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Aterian (ATER) for Q2 2023, worth a combined $4.37M — down 66% from $12.8M a quarter earlier.

Fund positioning in ATER was balanced in Q2 2023: 18 funds opened new positions, 18 closed out, 4 added to existing stakes and 27 trimmed.

The largest buyer was Millennium Management, opening a new position worth an estimated $544K. The largest seller was BlackRock, cutting an estimated $2.06M.

  • 62 institutional investors held Aterian (ATER) as of Q2 2023, unchanged from Q1 2023.
  • Funds reported $4.37M of Aterian stock for Q2 2023, down 66% quarter-over-quarter.
  • 18 funds opened new Aterian positions in Q2 2023 and 18 closed out, a net change of 0 holders.
  • The largest Aterian buyer in Q2 2023 was Millennium Management, an estimated $544K added.
  • The largest Aterian seller in Q2 2023 was BlackRock, an estimated $2.06M sold.

Based on aggregated 13F filings for Q2 2023.