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AptarGroup

279 hedge funds and large institutions have $3.67B invested in AptarGroup in 2015 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 102 increasing their positions, 90 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 20

121% more call options, than puts

Call options by funds: $699K | Put options by funds: $317K

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

13% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 90

10% more funds holding

Funds holding: 254279 (+25)

4% more capital invested

Capital invested by funds: $3.51B → $3.67B (+$158M)

0.62% more ownership

Funds ownership: 88.39%89.01% (+0.62%)

Holders
279
Holders Change
+25
Holders Change %
+9.84%
% of All Funds
7.79%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.2%
New
46
Increased
102
Reduced
90
Closed
20
Calls
$699K
Puts
$317K
Net Calls
+$382K
Net Calls Change
+$402K
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
226
Commonwealth Equity Services
Massachusetts
$258K +$259K +3,907 New
SCM
227
Stevens Capital Management
Pennsylvania
$254K +$255K +3,850 New
DAC
228
Dividend Assets Capital
South Carolina
$253K
DT
229
Diversified Trust
Tennessee
$251K -$21.4K -322 -8%
CNB
230
City National Bank
California
$241K -$27.9K -420 -10%
LNWWM
231
Laird Norton Wetherby Wealth Management
California
$227K +$729 +11 +0.3%
WAM
232
World Asset Management
Michigan
$225K +$226K +3,413 New
PAM
233
Princeton Alpha Management
New Jersey
$216K +$218K +3,282 New
Acadian Asset Management
234
Acadian Asset Management
Massachusetts
$197K +$198K +2,987 New
TWA
235
TCI Wealth Advisors
Arizona
$180K
PAM
236
Panagora Asset Management
Massachusetts
$175K
SG Americas Securities
237
SG Americas Securities
New York
$158K -$237K -3,581 -60%
ICOM
238
Investment Counselors of Maryland
Maryland
$155K -$15M -225,651 -99%
RCM
239
Riverhead Capital Management
Delaware
$152K +$153K +2,300 New
LIA
240
LS Investment Advisors
Michigan
$135K +$1.99K +30 +1%
Fifth Third Bancorp
241
Fifth Third Bancorp
Ohio
$135K +$9.02K +136 +7%
TRCT
242
Tower Research Capital (TRC)
New York
$135K +$136K +2,044 New
PAM
243
Paradigm Asset Management
New York
$132K
Barclays
244
Barclays
United Kingdom
$113K -$2.79M -42,026 -96%
AAM
245
Advisors Asset Management
Colorado
$112K -$6.63K -100 -6%
PI
246
PineBridge Investments
New York
$108K
RWA
247
Ropes Wealth Advisors
Massachusetts
$92K
NMIMC
248
Northwestern Mutual Investment Management Company
Wisconsin
$90K
FCCM
249
First City Capital Management
Georgia
$82.5K
IPC
250
Independent Portfolio Consultants
Florida
$72K +$72K +1,085 New

ATR Hedge Fund Activity: Q3 2015 in Review

279 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in AptarGroup (ATR) for Q3 2015, worth a combined $3.67B — up 4.5% from $3.51B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new ATR positions and 20 closed out — a net gain of 26 holders — while 102 added to existing stakes and 90 trimmed.

The largest buyer was Bank of America, adding an estimated $25.6M. The largest seller was Investment Counselors of Maryland, cutting an estimated $15M.

  • 279 institutional investors held AptarGroup (ATR) as of Q3 2015, up from 254 in Q2 2015.
  • Funds reported $3.67B of AptarGroup stock for Q3 2015, up 4.5% quarter-over-quarter.
  • 46 funds opened new AptarGroup positions in Q3 2015 and 20 closed out, a net change of +26 holders.
  • The largest AptarGroup buyer in Q3 2015 was Bank of America, an estimated $25.6M added.
  • The largest AptarGroup seller in Q3 2015 was Investment Counselors of Maryland, an estimated $15M sold.

Based on aggregated 13F filings for Q3 2015.