We are live on ! Find out more
ATR icon

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
ETC
276
Exchange Traded Concepts
Oklahoma
$454K +$38.5K +310 +10%
RWA
277
Ropes Wealth Advisors
Massachusetts
$452K
CC
278
Centiva Capital
New York
$437K +$396K +3,191 New
NA
279
NewEdge Advisors
Louisiana
$421K -$8.94K -72 -2%
PA
280
Procyon Advisors
Connecticut
$418K
ONB
281
Old National Bancorp
Indiana
$416K -$206K -1,662 -35%
Luther King Capital Management (LKCM)
282
Luther King Capital Management (LKCM)
Texas
$411K -$62.1K -500 -14%
WAM
283
World Asset Management
Michigan
$408K -$18.2K -147 -5%
Macquarie Group
284
Macquarie Group
Australia
$395K
AG
285
AlphaSimPlex Group
Massachusetts
$390K +$354K +2,851 New
EMG
286
ETF Managers Group
New Jersey
$382K +$30.8K +248 +10%
SSWM
287
Smith Salley Wealth Management
North Carolina
$376K
TWA
288
TCI Wealth Advisors
Arizona
$373K
ACWM
289
Adams Chetwood Wealth Management
North Carolina
$366K
HCMT
290
Highland Capital Management (Tennessee)
Tennessee
$365K +$331K +2,666 New
ZB
291
Zions Bancorporation
Utah
$352K +$14.9K +120 +5%
PI
292
PEAK6 Investments
Illinois
$330K +$300K +2,414 New
IIM
293
Ipswich Investment Management
Massachusetts
$329K
IRF
294
IBM Retirement Fund
New York
$328K +$38.1K +307 +15%
CB
295
Commerce Bank
Missouri
$327K -$102K -821 -26%
NW
296
NewEdge Wealth
Pennsylvania
$326K +$295K +2,379 New
CCA
297
Cadent Capital Advisors
Oklahoma
$323K +$293K +2,363 New
CA
298
Clearstead Advisors
Ohio
$321K
BP
299
Ballentine Partners
Massachusetts
$318K -$37.2K -300 -11%
CIBC Asset Management
300
CIBC Asset Management
Ontario, Canada
$317K

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.