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AptarGroup

398 hedge funds and large institutions have $6.56B invested in AptarGroup in 2019 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 141 increasing their positions, 135 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 40

20% more call options, than puts

Call options by funds: $1.94M | Put options by funds: $1.62M

4% more repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 135

1% more funds holding

Funds holding: 395398 (+3)

0.34% more ownership

Funds ownership: 88.46%88.8% (+0.34%)

2% less capital invested

Capital invested by funds: $6.71B → $6.56B (-$146M)

67% less funds holding in top 10

Funds holding in top 10: 124 (-8)

Holders
398
Holders Change
+3
Holders Change %
+0.76%
% of All Funds
7.84%
Holding in Top 10
4
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-66.67%
% of All Funds
0.08%
New
53
Increased
141
Reduced
135
Closed
40
Calls
$1.94M
Puts
$1.62M
Net Calls
+$323K
Net Calls Change
-$779K
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
251
LPL Financial
California
$493K +$30.1K +265 +7%
SCM
252
Shelton Capital Management
Colorado
$487K
GC
253
Guggenheim Capital
Illinois
$482K +$22.9K +201 +5%
LCM
254
Laurion Capital Management
New York
$464K +$456K +4,013 New
PTC
255
Provident Trust Company
Wisconsin
$462K
RM
256
Resource Management
Louisiana
$462K
PP
257
Prudential plc
United Kingdom
$453K +$5.34K +47 +1%
Los Angeles Capital Management
258
Los Angeles Capital Management
California
$450K +$53.5K +470 +14%
Deutsche Bank
259
Deutsche Bank
Germany
$446K -$3.7M -32,536 -89%
Brown Advisory
260
Brown Advisory
Maryland
$437K -$14.1K -124 -3%
Commonwealth Equity Services
261
Commonwealth Equity Services
Massachusetts
$436K -$107K -937 -20%
Susquehanna International Group
262
Susquehanna International Group
Pennsylvania
$433K -$687K -6,041 -62%
LNWWM
263
Laird Norton Wetherby Wealth Management
California
$410K -$2.27K -20 -0.6%
WAM
264
World Asset Management
Michigan
$408K -$36.8K -324 -8%
Luther King Capital Management (LKCM)
265
Luther King Capital Management (LKCM)
Texas
$405K
DT
266
Diversified Trust
Tennessee
$404K +$55.7K +490 +16%
MF
267
Magnetar Financial
Illinois
$400K -$295K -2,593 -43%
AG
268
Advisor Group
Arizona
$370K +$19.8K +174 +6%
LIA
269
LS Investment Advisors
Michigan
$369K -$2.5K -22 -0.7%
Allianz Asset Management
270
Allianz Asset Management
Germany
$353K -$180K -1,584 -34%
PA
271
Procyon Advisors
Connecticut
$353K +$348K +3,057 New
IIA
272
ICW Investment Advisors
Arizona
$352K +$347K +3,047 New
RWA
273
Ropes Wealth Advisors
Massachusetts
$347K
CCM
274
Coldstream Capital Management
Washington
$346K -$3.18K -28 -0.9%
FA
275
FDx Advisors
Illinois
$342K +$42.6K +375 +15%

ATR Hedge Fund Activity: Q4 2019 in Review

398 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in AptarGroup (ATR) for Q4 2019, worth a combined $6.56B — down 2.2% from $6.71B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new ATR positions and 40 closed out — a net gain of 13 holders — while 141 added to existing stakes and 135 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $71.5M. The largest seller was Fidelity Investments, cutting an estimated $116M.

  • 398 institutional investors held AptarGroup (ATR) as of Q4 2019, up from 395 in Q3 2019.
  • Funds reported $6.56B of AptarGroup stock for Q4 2019, down 2.2% quarter-over-quarter.
  • 53 funds opened new AptarGroup positions in Q4 2019 and 40 closed out, a net change of +13 holders.
  • The largest AptarGroup buyer in Q4 2019 was Victory Capital Management, an estimated $71.5M added.
  • The largest AptarGroup seller in Q4 2019 was Fidelity Investments, an estimated $116M sold.

Based on aggregated 13F filings for Q4 2019.