We are live on ! Find out more
ATR icon

AptarGroup
ATR

408 hedge funds and large institutions have $7.05B invested in AptarGroup in 2023 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 142 increasing their positions, 134 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 27

8% more capital invested

Capital invested by funds: $6.5B → $7.05B (+$541M)

7% more funds holding

Funds holding: 383 → 408 (+25)

6% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 134

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

1.33% less ownership

Funds ownership: 91.62% → 90.29% (-1.3%)

18% less call options, than puts

Call options by funds: $740K | Put options by funds: $898K

Holders
408
Holders Change
+25
Holders Change %
+6.53%
% of All Funds
6.5%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
58
Increased
142
Reduced
134
Closed
27
Calls
$740K
Puts
$898K
Net Calls
-$158K
Net Calls Change
+$359K

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$16.2M
2
UBS AM
UBS AM
Illinois
+$16.1M
3
BTW
Boston Trust Walden
Massachusetts
+$15M
4
Morgan Stanley
Morgan Stanley
New York
+$12.9M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$12.6M

Top Sellers

Rank Fund Capital Flow
1
CIP
Champlain Investment Partners
Vermont
-$82.5M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$25.3M
3
State Street
State Street
Massachusetts
-$21.2M
4
Millennium Management
Millennium Management
New York
-$10.7M
5
SSA
Schonfeld Strategic Advisors
New York
-$9.92M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIBC Private Wealth Group
226
CIBC Private Wealth Group
Georgia
$662K – – –
DC
227
Davenport & Co
Virginia
$662K +$10.2K +90 +2%
GIA
228
Guyasuta Investment Advisors
Pennsylvania
$641K – – –
IMRF
229
Illinois Municipal Retirement Fund
Illinois
$640K – – –
TA
230
Townsend & Associates
Colorado
$640K +$614K +5,400 New
DT
231
Diversified Trust
Tennessee
$625K -$271K -2,381 -31%
Deutsche Bank
232
Deutsche Bank
Germany
$624K -$1.82K -16 -0.3%
MSRPS
233
Maryland State Retirement & Pension System
Maryland
$612K +$30.4K +267 +5%
OTL
234
Oak Thistle LLC
New York
$610K +$587K +5,165 New
VPIM
235
Vanguard Personalized Indexing Management
California
$597K +$282K +2,479 +96%
Toronto Dominion Bank
236
Toronto Dominion Bank
Ontario, Canada
$591K +$9.89K +87 +2%
OAM
237
Oppenheimer Asset Management
New York
$586K -$1.48K -13 -0.3%
Susquehanna International Group
238
Susquehanna International Group
Pennsylvania
$579K +$93K +818 +20%
UBS Group
239
UBS Group
Switzerland
$558K -$48.8K -429 -8%
ESCM
240
Echo Street Capital Management
New York
$553K +$532K +4,675 New
AF
241
Allworth Financial
California
$545K +$2.39K +21 +0.5%
MNBTD
242
Moody National Bank Trust Division
Texas
$519K – – –
ACM
243
Aquatic Capital Management
Illinois
$496K +$478K +4,200 New
Jane Street
244
Jane Street
New York
$489K -$318K -2,800 -40%
Cambridge Investment Research Advisors
245
Cambridge Investment Research Advisors
Iowa
$489K +$13.3K +117 +3%
NP
246
Nilsine Partners
Colorado
$478K +$460K +4,044 New
BCAM
247
Boston Common Asset Management
Massachusetts
$457K -$3.57M -31,375 -89%
CWA
248
Canvas Wealth Advisors
Kansas
$445K -$147K -1,289 -25%
LNWWM
249
Laird Norton Wetherby Wealth Management
California
$441K +$60.3K +530 +17%
SAM
250
Silvercrest Asset Management
New York
$433K – – –
8 9
10
11 12

ATR Hedge Fund Activity: Q1 2023 in Review

408 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in AptarGroup (ATR) for Q1 2023, worth a combined $7.05B — up 8.3% from $6.5B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new ATR positions and 27 closed out — a net gain of 31 holders — while 142 added to existing stakes and 134 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $16.2M. The largest seller was Champlain Investment Partners, cutting an estimated $82.5M.

  • 408 institutional investors held AptarGroup (ATR) as of Q1 2023, up from 383 in Q4 2022.
  • Funds reported $7.05B of AptarGroup stock for Q1 2023, up 8.3% quarter-over-quarter.
  • 58 funds opened new AptarGroup positions in Q1 2023 and 27 closed out, a net change of +31 holders.
  • The largest AptarGroup buyer in Q1 2023 was Fidelity Investments, an estimated $16.2M added.
  • The largest AptarGroup seller in Q1 2023 was Champlain Investment Partners, an estimated $82.5M sold.

Based on aggregated 13F filings for Q1 2023.