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AptarGroup

412 hedge funds and large institutions have $7.1B invested in AptarGroup in 2021 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 144 increasing their positions, 138 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

4% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 138

3% more capital invested

Capital invested by funds: $6.88B → $7.1B (+$227M)

0.76% more ownership

Funds ownership: 88.26%89.02% (+0.76%)

4% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 48

2% less funds holding

Funds holding: 420412 (-8)

34% less call options, than puts

Call options by funds: $2.12M | Put options by funds: $3.23M

Holders
412
Holders Change
-8
Holders Change %
-1.9%
% of All Funds
6.34%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
46
Increased
144
Reduced
138
Closed
48
Calls
$2.12M
Puts
$3.23M
Net Calls
-$1.11M
Net Calls Change
-$1.22M
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
326
Sutton Wealth Advisors
Florida
$102K +$871 +7 +0.9%
APF
327
Alaska Permanent Fund
Alaska
$95K +$101K +814 New
S
328
SignatureFD
Georgia
$90K -$29.5K -237 -24%
EIP
329
Ellis Investment Partners
Pennsylvania
$89K
National Bank of Canada
330
National Bank of Canada
Quebec, Canada
$78K +$78.4K +630 New
HPC
331
HM Payson & Co
Maine
$75K -$28K -225 -27%
BFEC
332
Benjamin F. Edwards & Company
Missouri
$75K -$124 -1 -0.2%
PA
333
Parallel Advisors
California
$73K -$26.6K -214 -26%
EBA
334
Eagle Bay Advisors
New York
$67K -$12.1K -97 -15%
PCH
335
Polar Capital Holdings
United Kingdom
$62.7K -$5.84M -46,940 -8%
APP
336
Alpha Paradigm Partners
Illinois
$57K +$57.6K +463 New
EI
337
Ellevest Inc
New York
$55K +$1.12K +9 +2%
DWA
338
Dougherty Wealth Advisers
Minnesota
$52K
LWCFA
339
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$49K -$49.8K -400 -50%
MCM
340
MV Capital Management
Maryland
$49K +$49.8K +400 New
WT
341
Whittier Trust
California
$47K
JWM
342
Janiczek Wealth Management
Colorado
$39K -$40.9K -329 -51%
LWP
343
Lumature Wealth Partners
Georgia
$32K +$12.7K +102 +64%
JFGIW
344
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$31K
PSB
345
Piscataqua Savings Bank
New Hampshire
$31K
Marshall Wace
346
Marshall Wace
United Kingdom
$31K +$32K +257 New
WT
347
Washington Trust
Rhode Island
$29K
UB
348
UMB Bank
Missouri
$28K +$28.6K +230 New
MAM
349
Marquette Asset Management
Minnesota
$26K
AWM
350
Atticus Wealth Management
Florida
$26K +$26.9K +216 New

ATR Hedge Fund Activity: Q4 2021 in Review

412 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in AptarGroup (ATR) for Q4 2021, worth a combined $7.1B — up 3.3% from $6.88B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of ATR and 46 opened new positions — a net loss of 2 holders — while 138 trimmed existing stakes and 144 added.

The largest buyer was Rivulet Capital, adding an estimated $82.6M. The largest seller was Wells Fargo, cutting an estimated $154M.

  • 412 institutional investors held AptarGroup (ATR) as of Q4 2021, down from 420 in Q3 2021.
  • Funds reported $7.1B of AptarGroup stock for Q4 2021, up 3.3% quarter-over-quarter.
  • 46 funds opened new AptarGroup positions in Q4 2021 and 48 closed out, a net change of -2 holders.
  • The largest AptarGroup buyer in Q4 2021 was Rivulet Capital, an estimated $82.6M added.
  • The largest AptarGroup seller in Q4 2021 was Wells Fargo, an estimated $154M sold.

Based on aggregated 13F filings for Q4 2021.