We are live on ! Find out more
ATER icon

Aterian

41 hedge funds and large institutions have $2.38M invested in Aterian in 2023 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 4 increasing their positions, 19 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,187% more call options, than puts

Call options by funds: $296K | Put options by funds: $23K

0.26% less ownership

Funds ownership: 0.98%0.71% (-0.26%)

34% less funds holding

Funds holding: 6241 (-21)

45% less capital invested

Capital invested by funds: $4.37M → $2.38M (-$1.99M)

79% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 19

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 21

Holders
41
Holders Change
-21
Holders Change %
-33.87%
% of All Funds
0.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
4
Reduced
19
Closed
21
Calls
$296K
Puts
$23K
Net Calls
+$273K
Net Calls Change
-$179K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.03M -$13.4K -2,581 -1%
BlackRock
2
BlackRock
New York
$343K -$17.7K -3,413 -4%
Millennium Management
3
Millennium Management
New York
$242K -$43.3K -8,375 -12%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$232K +$233 +45 +0.1%
MIH
5
Meitav Investment House
Israel
$148K -$259 -50 -0.1%
State Street
6
State Street
Massachusetts
$94.2K
Northern Trust
7
Northern Trust
Illinois
$42.8K -$36 -7 -0.1%
EPA
8
Element Pointe Advisors
Florida
$32.7K
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$29.8K -$43.1K -8,333 -52%
Morgan Stanley
10
Morgan Stanley
New York
$28.1K -$3.57K -690 -9%
AWA
11
Arkadios Wealth Advisors
Georgia
$24.6K -$16.9K -3,263 -34%
XT
12
XTX Topco
Cayman Islands
$24.2K -$12K -2,312 -27%
Charles Schwab
13
Charles Schwab
California
$12.8K
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$12.6K
JP Morgan Chase
15
JP Morgan Chase
New York
$10.9K
PF
16
Phoenix Financial
Israel
$9.81K
AMH
17
Apollo Management Holdings
New York
$8.93K
BRWA
18
B. Riley Wealth Advisors
Florida
$8.09K -$4.85K -937 -31%
UBS Group
19
UBS Group
Switzerland
$7.26K +$1.54K +297 +19%
Simplex Trading
20
Simplex Trading
Illinois
$6K -$4.31K -833 -32%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$5.74K
Tudor Investment Corp
22
Tudor Investment Corp
Connecticut
$4.93K
HCM
23
Harvey Capital Management
Florida
$4.91K
Wolverine Trading
24
Wolverine Trading
Illinois
$4.78K +$1.06K +204 +20%
PTP
25
Platform Technology Partners
New York
$3.59K

ATER Hedge Fund Activity: Q3 2023 in Review

41 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Aterian (ATER) for Q3 2023, worth a combined $2.38M — down 45% from $4.37M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of ATER and 0 opened new positions — a net loss of 21 holders — while 19 trimmed existing stakes and 4 added.

The largest buyer was UBS Group, adding an estimated $1.54K. The largest seller was Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet, exiting entirely with an estimated $170K sold.

  • 41 institutional investors held Aterian (ATER) as of Q3 2023, down from 62 in Q2 2023.
  • Funds reported $2.38M of Aterian stock for Q3 2023, down 45% quarter-over-quarter.
  • 0 funds opened new Aterian positions in Q3 2023 and 21 closed out, a net change of -21 holders.
  • The largest Aterian buyer in Q3 2023 was UBS Group, an estimated $1.54K added.
  • The largest Aterian seller in Q3 2023 was Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet, an estimated $170K sold.

Based on aggregated 13F filings for Q3 2023.