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AptarGroup

429 hedge funds and large institutions have $7.86B invested in AptarGroup in 2020 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 155 increasing their positions, 140 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

46% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 39

25% more call options, than puts

Call options by funds: $9.39M | Put options by funds: $7.53M

23% more capital invested

Capital invested by funds: $6.38B → $7.86B (+$1.48B)

11% more repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 140

4% more funds holding

Funds holding: 414429 (+15)

0.88% more ownership

Funds ownership: 87.98%88.86% (+0.88%)

Holders
429
Holders Change
+15
Holders Change %
+3.62%
% of All Funds
7.59%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.12%
New
57
Increased
155
Reduced
140
Closed
39
Calls
$9.39M
Puts
$7.53M
Net Calls
+$1.86M
Net Calls Change
-$1.88M
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
251
CIBC Private Wealth Group
Georgia
$634K
Nisa Investment Advisors
252
Nisa Investment Advisors
Missouri
$616K
HW
253
Hancock Whitney
Mississippi
$606K -$75.2K -606 -12%
MNBTD
254
Moody National Bank Trust Division
Texas
$601K
AAM
255
Advisors Asset Management
Colorado
$595K -$91.5K -737 -15%
SAM
256
Silvercrest Asset Management
New York
$595K
M&T Bank
257
M&T Bank
New York
$590K -$10.4K -84 -2%
OC
258
Oppenheimer & Co
New York
$585K -$6.83K -55 -1%
Janney Montgomery Scott
259
Janney Montgomery Scott
Pennsylvania
$583K +$181K +1,455 +52%
PA
260
Profund Advisors
Maryland
$580K +$20.5K +165 +4%
Brown Advisory
261
Brown Advisory
Maryland
$575K +$45.9K +370 +10%
UAS
262
United Asset Strategies
New York
$548K
Commonwealth Equity Services
263
Commonwealth Equity Services
Massachusetts
$548K +$35.1K +283 +8%
Osaic Holdings
264
Osaic Holdings
Arizona
$528K +$87.3K +703 +22%
SCM
265
Shelton Capital Management
Colorado
$510K
WCM
266
Weld Capital Management
New York
$503K +$456K +3,677 New
FIM
267
Freedom Investment Management
Connecticut
$501K +$93.1K +750 +26%
Mitsubishi UFJ Trust & Banking
268
Mitsubishi UFJ Trust & Banking
Japan
$493K +$223K +1,799 +100%
TW
269
TrinityPoint Wealth
Connecticut
$490K +$6.95K +56 +2%
Cambridge Investment Research Advisors
270
Cambridge Investment Research Advisors
Iowa
$476K +$3.48K +28 +0.8%
RJT
271
Raymond James Trust
Florida
$466K +$49.9K +402 +13%
IMRF
272
Illinois Municipal Retirement Fund
Illinois
$465K +$203K +1,638 +93%
Voloridge Investment Management
273
Voloridge Investment Management
Florida
$461K +$418K +3,367 New
SCP
274
Sandhill Capital Partners
New York
$460K -$2.48K -20 -0.6%
LIA
275
LS Investment Advisors
Michigan
$456K

ATR Hedge Fund Activity: Q4 2020 in Review

429 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in AptarGroup (ATR) for Q4 2020, worth a combined $7.86B — up 23% from $6.38B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new ATR positions and 39 closed out — a net gain of 18 holders — while 155 added to existing stakes and 140 trimmed.

The largest buyer was Schroder Investment Management Group, opening a new position worth an estimated $27.3M. The largest seller was Victory Capital Management, cutting an estimated $22.4M.

  • 429 institutional investors held AptarGroup (ATR) as of Q4 2020, up from 414 in Q3 2020.
  • Funds reported $7.86B of AptarGroup stock for Q4 2020, up 23% quarter-over-quarter.
  • 57 funds opened new AptarGroup positions in Q4 2020 and 39 closed out, a net change of +18 holders.
  • The largest AptarGroup buyer in Q4 2020 was Schroder Investment Management Group, an estimated $27.3M added.
  • The largest AptarGroup seller in Q4 2020 was Victory Capital Management, an estimated $22.4M sold.

Based on aggregated 13F filings for Q4 2020.