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AptarGroup

467 hedge funds and large institutions have $8.59B invested in AptarGroup in 2024 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 160 increasing their positions, 175 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

8% more capital invested

Capital invested by funds: $7.98B → $8.59B (+$614M)

0% less funds holding

Funds holding: 469467 (-2)

2% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 50

9% less repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 175

7.65% less ownership

Funds ownership: 98.1%90.45% (-7.7%)

84% less call options, than puts

Call options by funds: $1.57M | Put options by funds: $9.67M

Holders
467
Holders Change
-2
Holders Change %
-0.43%
% of All Funds
6.73%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
49
Increased
160
Reduced
175
Closed
50
Calls
$1.57M
Puts
$9.67M
Net Calls
-$8.1M
Net Calls Change
-$8.5M
Name Holding Trade Value Shares
Change
Change in
Stake
JCIA
276
Jackson Creek Investment Advisors
Colorado
$610K -$10.7K -79 -2%
OAC
277
OMERS Administration Corp
Ontario, Canada
$604K +$569K +4,200 New
OAM
278
Oppenheimer Asset Management
New York
$591K -$114K -844 -17%
CAPTRUST Financial Advisors
279
CAPTRUST Financial Advisors
North Carolina
$586K -$1.14M -8,438 -67%
GCM
280
Graham Capital Management
Connecticut
$573K -$177K -1,307 -25%
LNWWM
281
Laird Norton Wetherby Wealth Management
California
$565K -$8.8K -65 -2%
BHCM
282
Brevan Howard Capital Management
Jersey
$557K -$138K -1,021 -21%
CCM
283
Coldstream Capital Management
Washington
$556K -$1.63K -12 -0.3%
Mackenzie Financial
284
Mackenzie Financial
Ontario, Canada
$540K -$821K -6,059 -62%
SAM
285
Silvercrest Asset Management
New York
$539K
William Blair & Company
286
William Blair & Company
Illinois
$535K -$58.2K -430 -10%
KPWS
287
Kestra Private Wealth Services
Texas
$518K +$229K +1,692 +89%
Stifel Financial
288
Stifel Financial
Missouri
$508K +$1.08K +8 +0.2%
OTL
289
Oak Thistle LLC
New York
$506K -$1.23M -9,088 -72%
LWA
290
Lantern Wealth Advisors
New York
$504K
Toronto Dominion Bank
291
Toronto Dominion Bank
Ontario, Canada
$503K -$33.2K -245 -7%
Public Employees Retirement Association of Colorado
292
Public Employees Retirement Association of Colorado
Colorado
$494K
RAM
293
Resona Asset Management
Japan
$491K +$462K +3,411 New
CS
294
Cannell & Spears
New York
$464K +$152K +1,125 +54%
Los Angeles Capital Management
295
Los Angeles Capital Management
California
$460K -$4.47K -33 -1%
Osaic Holdings
296
Osaic Holdings
Arizona
$456K -$294K -2,170 -41%
BFM
297
Boothbay Fund Management
New York
$447K -$52.7K -389 -11%
PA
298
Procyon Advisors
Connecticut
$441K
BP
299
Ballentine Partners
Massachusetts
$436K +$25.2K +186 +7%
Creative Planning
300
Creative Planning
Kansas
$432K +$51.2K +378 +14%

ATR Hedge Fund Activity: Q1 2024 in Review

467 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in AptarGroup (ATR) for Q1 2024, worth a combined $8.59B — up 7.7% from $7.98B a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of ATR and 49 opened new positions — a net loss of 1 holder — while 175 trimmed existing stakes and 160 added.

The largest buyer was American Century Companies, adding an estimated $52.3M. The largest seller was Morgan Stanley, cutting an estimated $654M.

  • 467 institutional investors held AptarGroup (ATR) as of Q1 2024, down from 469 in Q4 2023.
  • Funds reported $8.59B of AptarGroup stock for Q1 2024, up 7.7% quarter-over-quarter.
  • 49 funds opened new AptarGroup positions in Q1 2024 and 50 closed out, a net change of -1 holder.
  • The largest AptarGroup buyer in Q1 2024 was American Century Companies, an estimated $52.3M added.
  • The largest AptarGroup seller in Q1 2024 was Morgan Stanley, an estimated $654M sold.

Based on aggregated 13F filings for Q1 2024.