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Aterian

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: 4143 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.1M
BlackRock
2
BlackRock
New York
$365K
Geode Capital Management
3
Geode Capital Management
Massachusetts
$240K -$6.82K -1,769 -3%
State Street
4
State Street
Massachusetts
$100K
Morgan Stanley
5
Morgan Stanley
New York
$64.2K +$31.6K +8,190 +114%
VF
6
Virtu Financial
New York
$50K +$46.5K +12,054 New
Northern Trust
7
Northern Trust
Illinois
$45.6K
EPA
8
Element Pointe Advisors
Florida
$34.9K
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$32.9K +$1.06K +274 +4%
Millennium Management
10
Millennium Management
New York
$31.1K -$209K -54,183 -88%
MIH
11
Meitav Investment House
Israel
$23.7K -$130K -33,669 -86%
XT
12
XTX Topco
Cayman Islands
$20.2K -$5.13K -1,329 -22%
AWA
13
Arkadios Wealth Advisors
Georgia
$14.1K -$11.2K -2,897 -46%
Charles Schwab
14
Charles Schwab
California
$13.7K
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$13.5K
Jane Street
16
Jane Street
New York
$12.8K +$11.8K +3,050 New
PF
17
Phoenix Financial
Israel
$11.8K
JP Morgan Chase
18
JP Morgan Chase
New York
$11.7K +$42 +11 +0.4%
AMH
19
Apollo Management Holdings
New York
$9.52K
Citadel Advisors
20
Citadel Advisors
Florida
$7.26K +$6.7K +1,736 New
BRWA
21
B. Riley Wealth Advisors
Florida
$6.17K -$2.27K -588 -29%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$6.12K
TRCT
23
Tower Research Capital (TRC)
New York
$5.87K +$5.18K +1,342 +2,275%
Tudor Investment Corp
24
Tudor Investment Corp
Connecticut
$5.25K
HCM
25
Harvey Capital Management
Florida
$5.23K

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.