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AptarGroup

320 hedge funds and large institutions have $4.32B invested in AptarGroup in 2016 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 116 increasing their positions, 122 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.03% more ownership

Funds ownership: 88.95%88.98% (+0.03%)

3% less capital invested

Capital invested by funds: $4.44B → $4.32B (-$121M)

4% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 28

5% less repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 122

1% less funds holding

Funds holding: 324320 (-4)

25% less funds holding in top 10

Funds holding in top 10: 129 (-3)

83% less call options, than puts

Call options by funds: $1.52M | Put options by funds: $8.81M

Holders
320
Holders Change
-4
Holders Change %
-1.23%
% of All Funds
8.54%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.24%
New
27
Increased
116
Reduced
122
Closed
28
Calls
$1.52M
Puts
$8.81M
Net Calls
-$7.29M
Net Calls Change
-$8.19M
Name Holding Trade Value Shares
Change
Change in
Stake
M&T Bank
251
M&T Bank
New York
$276K +$3.99K +51 +1%
EMB
252
Elefante Mark B
$269K -$50.9K -650 -16%
MWP
253
MYCIO Wealth Partners
Pennsylvania
$263K
NA
254
NewEdge Advisors
Louisiana
$252K +$255K +3,264 New
FCBT
255
First Citizens Bank & Trust
North Carolina
$247K -$97.6K -1,248 -28%
TRCT
256
Tower Research Capital (TRC)
New York
$241K +$72.5K +927 +42%
HNB
257
Huntington National Bank
Ohio
$237K -$58.6K -749 -20%
TAM
258
Tocqueville Asset Management
New York
$234K -$469 -6 -0.2%
RCM
259
Riverhead Capital Management
Delaware
$232K -$1.49M -19,044 -86%
RCAG
260
Rehmann Capital Advisory Group
Michigan
$227K -$7.43K -95 -3%
TWA
261
TCI Wealth Advisors
Arizona
$211K
FMI
262
Fiduciary Management Inc
Wisconsin
$209K
OSAM
263
O'Shaughnessy Asset Management
Connecticut
$206K -$2.97K -38 -1%
TIM
264
Thompson Investment Management
Wisconsin
$205K +$207K +2,650 New
PM
265
Parametrica Management
Hong Kong
$202K +$204K +2,612 New
OI
266
Oakbrook Investments
Illinois
$201K -$54.8K -700 -21%
JFGIW
267
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$173K -$50.9K -650 -22%
IPC
268
Independent Portfolio Consultants
Florida
$164K +$7.43K +95 +5%
CAW
269
Cornerstone Advisors (Washington)
Washington
$155K +$157K +2,005 New
Zurich Cantonal Bank
270
Zurich Cantonal Bank
Switzerland
$153K +$19.7K +252 +15%
ICOM
271
Investment Counselors of Maryland
Maryland
$151K +$9.39K +120 +7%
Fifth Third Bancorp
272
Fifth Third Bancorp
Ohio
$142K
Toronto Dominion Bank
273
Toronto Dominion Bank
Ontario, Canada
$117K +$118K +1,510 New
BEAM
274
Baker Ellis Asset Management
Washington
$116K
RWA
275
Ropes Wealth Advisors
Massachusetts
$108K

ATR Hedge Fund Activity: Q3 2016 in Review

320 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in AptarGroup (ATR) for Q3 2016, worth a combined $4.32B — down 2.7% from $4.44B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of ATR and 27 opened new positions — a net loss of 1 holder — while 122 trimmed existing stakes and 116 added.

The largest buyer was JP Morgan Chase, adding an estimated $16.5M. The largest seller was Capital World Investors, exiting entirely with an estimated $32.4M sold.

  • 320 institutional investors held AptarGroup (ATR) as of Q3 2016, down from 324 in Q2 2016.
  • Funds reported $4.32B of AptarGroup stock for Q3 2016, down 2.7% quarter-over-quarter.
  • 27 funds opened new AptarGroup positions in Q3 2016 and 28 closed out, a net change of -1 holder.
  • The largest AptarGroup buyer in Q3 2016 was JP Morgan Chase, an estimated $16.5M added.
  • The largest AptarGroup seller in Q3 2016 was Capital World Investors, an estimated $32.4M sold.

Based on aggregated 13F filings for Q3 2016.