AptarGroup
383 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, 116 increasing their positions, 146 reducing their positions, and 37 closing their positions.
150% more funds holding in top 10
Funds holding in top 10: 2 → 5 (+3)
22% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 37
17% more capital invested
Capital invested by funds: $5.57B → $6.5B (+$935M)
1.38% more ownership
Funds ownership: 90.25% → 91.62% (+1.4%)
1% more funds holding
Funds holding: 380 → 383 (+3)
21% less repeat investments, than reductions
Existing positions increased: 116 | Existing positions reduced: 146
44% less call options, than puts
Call options by funds: $649K | Put options by funds: $1.17M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$360M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$38.1M |
| 3 |
NI
Nuance Investments
Kansas City,
Missouri
|
+$30.3M |
| 4 |
BlackRock
New York
|
+$23.5M |
| 5 |
State Street
Boston,
Massachusetts
|
+$19.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
-$14.5M |
| 2 |
UBS AM
Chicago,
Illinois
|
-$12.4M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$10.6M |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
-$10.1M |
| 5 |
JP Morgan Chase
New York
|
-$8.71M |
ATR Hedge Fund Activity: Q4 2022 in Review
383 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in AptarGroup (ATR) for Q4 2022, worth a combined $6.5B — up 17% from $5.57B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new ATR positions and 37 closed out — a net gain of 8 holders — while 116 added to existing stakes and 146 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $360M. The largest seller was Champlain Investment Partners, cutting an estimated $14.5M.
- 383 institutional investors held AptarGroup (ATR) as of Q4 2022, up from 380 in Q3 2022.
- Funds reported $6.5B of AptarGroup stock for Q4 2022, up 17% quarter-over-quarter.
- 45 funds opened new AptarGroup positions in Q4 2022 and 37 closed out, a net change of +8 holders.
- The largest AptarGroup buyer in Q4 2022 was Morgan Stanley, an estimated $360M added.
- The largest AptarGroup seller in Q4 2022 was Champlain Investment Partners, an estimated $14.5M sold.
Based on aggregated 13F filings for Q4 2022.