We are live on ! Find out more
ATER icon

Aterian

62 hedge funds and large institutions have $12.8M invested in Aterian in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 19 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

459% more call options, than puts

Call options by funds: $1.43M | Put options by funds: $255K

11% more capital invested

Capital invested by funds: $11.6M → $12.8M (+$1.27M)

0% less ownership

Funds ownership: 1.54%1.54% (-0%)

7% less funds holding

Funds holding: 6762 (-5)

21% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 19

36% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 14

Holders
62
Holders Change
-5
Holders Change %
-7.46%
% of All Funds
0.99%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
15
Reduced
19
Closed
14
Calls
$1.43M
Puts
$255K
Net Calls
+$1.17M
Net Calls Change
-$5.81M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$3.67M -$132K -9,898 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$3M +$628K +46,947 +19%
Geode Capital Management
3
Geode Capital Management
Massachusetts
$1.18M +$77.7K +5,808 +5%
State Street
4
State Street
Massachusetts
$991K +$110K +8,191 +9%
MIH
5
Meitav Investment House
Israel
$598K
Northern Trust
6
Northern Trust
Illinois
$470K -$12.9K -966 -2%
XT
7
XTX Topco
Cayman Islands
$420K +$180K +13,448 +49%
KHLMVGHM
8
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$331K
Bank of New York Mellon
9
Bank of New York Mellon
New York
$161K
Renaissance Technologies
10
Renaissance Technologies
New York
$159K +$206K +15,401 New
Charles Schwab
11
Charles Schwab
California
$159K +$43.8K +3,272 +27%
AQR Capital Management
12
AQR Capital Management
Connecticut
$130K -$236K -17,631 -58%
Morgan Stanley
13
Morgan Stanley
New York
$115K +$27K +2,020 +22%
Goldman Sachs
14
Goldman Sachs
New York
$112K -$37.8K -2,829 -21%
PAM
15
Panagora Asset Management
Massachusetts
$107K +$139K +10,415 New
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$99.5K +$129K +9,636 New
EPA
17
Element Pointe Advisors
Florida
$86K
RhumbLine Advisers
18
RhumbLine Advisers
Massachusetts
$86K +$5.03K +376 +5%
Bank of America
19
Bank of America
North Carolina
$83.5K +$33.1K +2,473 +44%
Group One Trading
20
Group One Trading
Illinois
$73.4K -$84.6K -6,326 -47%
JP Morgan Chase
21
JP Morgan Chase
New York
$72K -$12.6K -939 -12%
YDMI
22
Y.D. More Investments
Israel
$57.9K
UBS Group
23
UBS Group
Switzerland
$51.3K -$134 -10 -0.2%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$44K -$1.15K -86 -2%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$35.9K

ATER Hedge Fund Activity: Q1 2023 in Review

62 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Aterian (ATER) for Q1 2023, worth a combined $12.8M — up 11% from $11.6M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of ATER and 9 opened new positions — a net loss of 5 holders — while 19 trimmed existing stakes and 15 added.

The largest buyer was Vanguard Group, adding an estimated $628K. The largest seller was AQR Capital Management, cutting an estimated $236K.

  • 62 institutional investors held Aterian (ATER) as of Q1 2023, down from 67 in Q4 2022.
  • Funds reported $12.8M of Aterian stock for Q1 2023, up 11% quarter-over-quarter.
  • 9 funds opened new Aterian positions in Q1 2023 and 14 closed out, a net change of -5 holders.
  • The largest Aterian buyer in Q1 2023 was Vanguard Group, an estimated $628K added.
  • The largest Aterian seller in Q1 2023 was AQR Capital Management, an estimated $236K sold.

Based on aggregated 13F filings for Q1 2023.