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AptarGroup

380 hedge funds and large institutions have $5.57B invested in AptarGroup in 2022 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 127 increasing their positions, 143 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.19% more ownership

Funds ownership: 89.05%90.25% (+1.2%)

4% less funds holding

Funds holding: 395380 (-15)

7% less capital invested

Capital invested by funds: $5.96B → $5.57B (-$394M)

11% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 143

24% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 46

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

71% less call options, than puts

Call options by funds: $390K | Put options by funds: $1.36M

Holders
380
Holders Change
-15
Holders Change %
-3.8%
% of All Funds
6.55%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
35
Increased
127
Reduced
143
Closed
46
Calls
$390K
Puts
$1.36M
Net Calls
-$969K
Net Calls Change
+$1.16M
Name Holding Trade Value Shares
Change
Change in
Stake
ZIG
326
Zullo Investment Group
Pennsylvania
$23K +$5.51K +53 +28%
AWM
327
Atticus Wealth Management
Florida
$22K
WT
328
Washington Trust
Rhode Island
$22K
UB
329
UMB Bank
Missouri
$19K -$2.19K -21 -10%
WT
330
Whittier Trust
California
$19K
PCH
331
Polar Capital Holdings
United Kingdom
$18K -$29.7M -285,351 -60%
FF
332
FourThought Financial
Florida
$17K +$1.77K +17 +10%
Bank of Montreal
333
Bank of Montreal
Ontario, Canada
$16.7K -$5.46M -52,459 -24%
PTC
334
Private Trust Company
Ohio
$15K -$1.15K -11 -7%
BIA
335
Bell Investment Advisors
California
$15K -$936 -9 -5%
WWM
336
Wolff Wiese Magana
California
$13K
MAM
337
Meeder Asset Management
Ohio
$12K -$22.4K -215 -62%
LWP
338
Lumature Wealth Partners
Georgia
$12K
BWA
339
BDO Wealth Advisors
Florida
$10K +$11.2K +108 New
BFEC
340
Benjamin F. Edwards & Company
Missouri
$9K -$2.08K -20 -18%
CWM
341
Castle Wealth Management
Florida
$9K
PB
342
Pinnacle Bancorp
Nebraska
$9K
MCC
343
Money Concepts Capital
Florida
$9K +$1.15K +11 +13%
BTI
344
Blue Trust Inc
Georgia
$9K +$9.37K +90 New
LFG
345
Larson Financial Group
Missouri
$8K +$8.95K +86 New
LF
346
Lee Financial
Texas
$7K -$3.64K -35 -33%
NIC
347
Northwest Investment Counselors
Oregon
$7K -$1.56K -15 -16%
ADL
348
Asset Dedication LLC
California
$7K
EW
349
Evoke Wealth
California
$7K
MA
350
MUFG Americas
New York
$7K +$520 +5 +7%