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Aterian
ATER

43 hedge funds and large institutions have $2.24M invested in Aterian in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,775% more call options, than puts

Call options by funds: $310K | Put options by funds: $8K

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

5% more funds holding

Funds holding: 41 → 43 (+2)

0.12% less ownership

Funds ownership: 0.71% → 0.59% (-0.12%)

6% less capital invested

Capital invested by funds: $2.38M → $2.24M (-$142K)

42% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 12

Holders
43
Holders Change
+2
Holders Change %
+4.88%
% of All Funds
0.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
7
Reduced
12
Closed
3
Calls
$310K
Puts
$8K
Net Calls
+$302K
Net Calls Change
+$29K

Top Buyers

Rank Fund Capital Flow
1
VF
Virtu Financial
New York
+$46.5K
2
Morgan Stanley
Morgan Stanley
New York
+$31.6K
3
Jane Street
Jane Street
New York
+$11.8K
4
Citadel Advisors
Citadel Advisors
Florida
+$6.7K
5
TRCT
Tower Research Capital (TRC)
New York
+$5.18K

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$209K
2
MIH
Meitav Investment House
Israel
-$130K
3
AWA
Arkadios Wealth Advisors
Georgia
-$11.2K
4
Geode Capital Management
Geode Capital Management
Massachusetts
-$6.82K
5
UBS Group
UBS Group
Switzerland
-$6.02K
Name Holding Trade Value Shares
Change 		Change in
Stake
PTP
26
Platform Technology Partners
New York
$4.55K – – –
CFD
27
Creative Financial Designs
Indiana
$1.74K – – –
UBS Group
28
UBS Group
Switzerland
$1.21K -$6.02K -1,561 -84%
RhumbLine Advisers
29
RhumbLine Advisers
Massachusetts
$1.01K – – –
Bank of America
30
Bank of America
North Carolina
$879 +$35 +9 +4%
Osaic Holdings
31
Osaic Holdings
Arizona
$774 -$752 -195 -51%
Federated Hermes
32
Federated Hermes
Pennsylvania
$601 – – –
Wells Fargo
33
Wells Fargo
California
$215 +$23 +6 +13%
TWC
34
TD Waterhouse Canada
Ontario, Canada
$185 +$135 +35 New
Citigroup
35
Citigroup
New York
$125 – – –
EWA
36
EverSource Wealth Advisors
Alabama
$96 +$89 +23 New
APC
37
Aspire Private Capital
North Carolina
$69 – – –
Qube Research & Technologies (QRT)
38
Qube Research & Technologies (QRT)
United Kingdom
$39 -$3.16K -820 -99%
CFGS
39
Concourse Financial Group Securities
Alabama
$39 -$987 -256 -97%
Fidelity Investments
40
Fidelity Investments
Massachusetts
$7 -$4 -1 -33%
National Bank of Canada
41
National Bank of Canada
Quebec, Canada
$7 – – –
Simplex Trading
42
Simplex Trading
Illinois
– -$5.99K -1,553 -87%
Wolverine Trading
43
Wolverine Trading
Illinois
– -$4.69K -1,217 Closed
Toronto Dominion Bank
44
Toronto Dominion Bank
Ontario, Canada
– -$168 -43 Closed
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
– +$289 +75 +536%
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ATER Hedge Fund Activity: Q4 2023 in Review

43 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Aterian (ATER) for Q4 2023, worth a combined $2.24M — down 5.9% from $2.38M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new ATER positions and 3 closed out — a net gain of 2 holders — while 7 added to existing stakes and 12 trimmed.

The largest buyer was Virtu Financial, opening a new position worth an estimated $46.5K. The largest seller was Millennium Management, cutting an estimated $209K.

  • 43 institutional investors held Aterian (ATER) as of Q4 2023, up from 41 in Q3 2023.
  • Funds reported $2.24M of Aterian stock for Q4 2023, down 5.9% quarter-over-quarter.
  • 5 funds opened new Aterian positions in Q4 2023 and 3 closed out, a net change of +2 holders.
  • The largest Aterian buyer in Q4 2023 was Virtu Financial, an estimated $46.5K added.
  • The largest Aterian seller in Q4 2023 was Millennium Management, an estimated $209K sold.

Based on aggregated 13F filings for Q4 2023.