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AptarGroup

429 hedge funds and large institutions have $7.86B invested in AptarGroup in 2020 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 155 increasing their positions, 140 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

46% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 39

25% more call options, than puts

Call options by funds: $9.39M | Put options by funds: $7.53M

23% more capital invested

Capital invested by funds: $6.38B → $7.86B (+$1.48B)

11% more repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 140

4% more funds holding

Funds holding: 414429 (+15)

0.88% more ownership

Funds ownership: 87.98%88.86% (+0.88%)

Holders
429
Holders Change
+15
Holders Change %
+3.62%
% of All Funds
7.59%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.12%
New
57
Increased
155
Reduced
140
Closed
39
Calls
$9.39M
Puts
$7.53M
Net Calls
+$1.86M
Net Calls Change
-$1.88M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
351
IFP Advisors
Florida
$97K +$11.5K +93 +15%
MAM
352
Meeder Asset Management
Ohio
$76K +$58.1K +468 +551%
SQA
353
Simon Quick Advisors
New Jersey
$76K +$68.8K +554 New
CAPTRUST Financial Advisors
354
CAPTRUST Financial Advisors
North Carolina
$61K +$8.69K +70 +19%
O
355
Ossiam
France
$59K -$395K -3,181 -88%
DWA
356
Dougherty Wealth Advisers
Minnesota
$58K
SFS
357
Sowell Financial Services
Arkansas
$55K +$7.94K +64 +19%
OSAM
358
O'Shaughnessy Asset Management
Connecticut
$47K +$5.96K +48 +16%
QT
359
Quantbot Technologies
New York
$45K -$505K -4,065 -93%
Northwestern Mutual Wealth Management
360
Northwestern Mutual Wealth Management
Wisconsin
$44K -$3.48K -28 -8%
Carson Wealth (CWM LLC)
361
Carson Wealth (CWM LLC)
Nebraska
$44K
AF
362
Advisornet Financial
Minnesota
$38K
FF
363
FourThought Financial
Florida
$38K +$34.8K +280 New
WT
364
Whittier Trust
California
$37K +$21.1K +170 +170%
T
365
TOBAM
France
$36K
JFGIW
366
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$34K
RTC
367
Riverview Trust Company
Washington
$34K
Rockefeller Capital Management
368
Rockefeller Capital Management
New York
$34K +$4.1K +33 +15%
HNB
369
Huntington National Bank
Ohio
$33K +$22K +177 +268%
WT
370
Washington Trust
Rhode Island
$32K -$4.96K -40 -15%
HPC
371
HM Payson & Co
Maine
$29K
MAM
372
Marquette Asset Management
Minnesota
$29K
JWM
373
Janiczek Wealth Management
Colorado
$29K +$24.1K +194 +1,078%
PCG
374
Private Capital Group
Connecticut
$27K +$7.2K +58 +42%
GAM
375
Gemmer Asset Management
California
$24K

ATR Hedge Fund Activity: Q4 2020 in Review

429 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in AptarGroup (ATR) for Q4 2020, worth a combined $7.86B — up 23% from $6.38B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new ATR positions and 39 closed out — a net gain of 18 holders — while 155 added to existing stakes and 140 trimmed.

The largest buyer was Schroder Investment Management Group, opening a new position worth an estimated $27.3M. The largest seller was Victory Capital Management, cutting an estimated $22.4M.

  • 429 institutional investors held AptarGroup (ATR) as of Q4 2020, up from 414 in Q3 2020.
  • Funds reported $7.86B of AptarGroup stock for Q4 2020, up 23% quarter-over-quarter.
  • 57 funds opened new AptarGroup positions in Q4 2020 and 39 closed out, a net change of +18 holders.
  • The largest AptarGroup buyer in Q4 2020 was Schroder Investment Management Group, an estimated $27.3M added.
  • The largest AptarGroup seller in Q4 2020 was Victory Capital Management, an estimated $22.4M sold.

Based on aggregated 13F filings for Q4 2020.