ATR icon

AptarGroup
ATR

Overview Fund Activity

381 hedge funds and large institutions have $6.5B invested in AptarGroup in 2022 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 115 increasing their positions, 145 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
381
Holders Change
+3
Holders Change %
+0.79%
% of All Funds
6.15%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.08%
New
45
Increased
115
Reduced
145
Closed
37
Calls
$649K
Puts
$1.17M
Net Calls
-$517K
Net Calls Change
+$452K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$430M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$66.9M
3
NI
Nuance Investments
Missouri
$106M
4
BlackRock
BlackRock
New York
$646M
5
State Street
State Street
Massachusetts
$368M

Top Sellers

1
CIP
Champlain Investment Partners
Vermont
$180M
2
UBS AM
UBS AM
Illinois
$0
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$6.58M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
$20.9M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$157M
Name Holding Trade Value Shares
Change 		Shares
Change %
OSAM
276
O'Shaughnessy Asset Management
Connecticut
$239K +$239K +2,172 New
II
277
Inspire Investing
Idaho
$236K -$3.08K -28 -1%
SSWM
278
Smith Salley Wealth Management
North Carolina
$232K -$18K -164 -7%
PAM
279
Palisade Asset Management
Minnesota
$231K – – –
CS
280
Cannell & Spears
New York
$231K +$231K +2,100 New
SVWAG
281
Sound View Wealth Advisors Group
Georgia
$223K +$223K +1,803 New
Fifth Third Bancorp
282
Fifth Third Bancorp
Ohio
$223K -$459K -4,175 -67%
KAS
283
Kestra Advisory Services
Texas
$222K +$222K +2,022 New
PAS
284
Park Avenue Securities
New York
$216K -$54.7K -498 -20%
AL
285
Arnhold LLC
New York
$213K -$890K -8,094 -81%
TFM
286
TFC Financial Management
Massachusetts
$213K +$660 +6 +0.3%
BBHC
287
Brown Brothers Harriman & Co
New York
$196K -$5.5K -50 -3%
HWA
288
Heritage Wealth Advisors
Virginia
$195K – – –
SAM
289
Shell Asset Management
Netherlands
$189K -$38.2K -346 -17%
Skandinaviska Enskilda Banken (SEB)
290
Skandinaviska Enskilda Banken (SEB)
Sweden
$187K +$187K +1,700 New
O
291
Ossiam
France
$186K – – –
TRCT
292
Tower Research Capital (TRC)
New York
$157K -$501K -4,560 -76%
DAC
293
Dividend Assets Capital
South Carolina
$154K -$66K -600 -30%
SPIA
294
Steward Partners Investment Advisory
New York
$126K +$70.1K +637 +126%
Northwestern Mutual Wealth Management
295
Northwestern Mutual Wealth Management
Wisconsin
$117K +$4.62K +42 +4%
EBA
296
Eagle Bay Advisors
New York
$112K +$33.6K +306 +43%
CCA
297
Column Capital Advisors
Indiana
$109K – – –
MA
298
Montag & Associates
Georgia
$107K – – –
Rockefeller Capital Management
299
Rockefeller Capital Management
New York
$99K +$63K +575 +175%
QCG
300
Quadrant Capital Group
Ohio
$95.6K -$12.4K -113 -12%
10 11
12
13 14