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AptarGroup
ATR

Overview Fund Activity

406 hedge funds and large institutions have $7.04B invested in AptarGroup in 2023 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 140 increasing their positions, 134 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
406
Holders Change
+25
Holders Change %
+6.56%
% of All Funds
6.5%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
58
Increased
140
Reduced
134
Closed
27
Calls
$740K
Puts
$898K
Net Calls
-$158K
Net Calls Change
+$359K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$97.7M
2
UBS AM
UBS AM
Illinois
$16.7M
3
BTW
Boston Trust Walden
Massachusetts
$164M
4
Morgan Stanley
Morgan Stanley
New York
$476M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
$35.6M

Top Sellers

1
CIP
Champlain Investment Partners
Vermont
$107M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$15.7M
3
State Street
State Street
Massachusetts
$373M
4
Millennium Management
Millennium Management
New York
$1.29M
5
SSA
Schonfeld Strategic Advisors
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
301
Sendero Wealth Management
Texas
$217K +$217K +1,832 New
PAM
302
Palisade Asset Management
Minnesota
$213K -$35.5K -300 -14%
IIM
303
Ipswich Investment Management
Massachusetts
$213K +$213K +1,800 New
API
304
Advisor Partners II
California
$213K +$213K +1,798 New
SVWAG
305
Sound View Wealth Advisors Group
Georgia
$211K -$2.13K -18 -1%
SPIA
306
Steward Partners Investment Advisory
New York
$210K +$74.8K +633 +55%
BWP
307
Balboa Wealth Partners
Arizona
$210K +$210K +1,773 New
HWA
308
Heritage Wealth Advisors
Virginia
$209K – – –
SCA
309
Snowden Capital Advisors
New York
$209K +$209K +1,768 New
YIH
310
Y-Intercept (HK)
Hong Kong
$209K +$209K +1,766 New
KAS
311
Kestra Advisory Services
Texas
$208K -$30.5K -258 -13%
Bank of Nova Scotia
312
Bank of Nova Scotia
Ontario, Canada
$208K +$208K +1,761 New
BRWA
313
B. Riley Wealth Advisors
Florida
$205K +$205K +1,737 New
V
314
Veritable
Delaware
$204K +$204K +1,728 New
BAM
315
Bayshore Asset Management
Florida
$203K +$203K +1,720 New
SAM
316
Shell Asset Management
Netherlands
$202K -$710 -6 -0.4%
AAM
317
Advisors Asset Management
Colorado
$198K -$69.9K -591 -26%
PI
318
PineBridge Investments
New York
$165K +$165K +1,396 New
MIA
319
Milestone Investment Advisors
Wisconsin
$158K +$158K +1,336 New
DAC
320
Dividend Assets Capital
South Carolina
$154K – – –
QCG
321
Quadrant Capital Group
Ohio
$152K +$48.9K +414 +48%
Nisa Investment Advisors
322
Nisa Investment Advisors
Missouri
$135K +$123K +1,045 +1,056%
O
323
Ossiam
France
$119K -$81K -685 -41%
Northwestern Mutual Wealth Management
324
Northwestern Mutual Wealth Management
Wisconsin
$119K -$7.33K -62 -6%
CCA
325
Column Capital Advisors
Indiana
$118K – – –
11 12
13
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