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AptarGroup

431 hedge funds and large institutions have $8.28B invested in AptarGroup in 2021 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 156 increasing their positions, 153 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

536% more call options, than puts

Call options by funds: $2.25M | Put options by funds: $354K

11% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 36

5% more capital invested

Capital invested by funds: $7.86B → $8.28B (+$419M)

1.04% more ownership

Funds ownership: 88.86%89.9% (+1%)

2% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 153

0% more funds holding

Funds holding: 429431 (+2)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
431
Holders Change
+2
Holders Change %
+0.47%
% of All Funds
7.57%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.11%
New
40
Increased
156
Reduced
153
Closed
36
Calls
$2.25M
Puts
$354K
Net Calls
+$1.9M
Net Calls Change
+$35K
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
351
Sutton Wealth Advisors
Florida
$117K
IA
352
IFP Advisors
Florida
$116K +$14.8K +107 +15%
S
353
SignatureFD
Georgia
$108K +$7.59K +55 +8%
QT
354
Quantbot Technologies
New York
$108K +$60.6K +439 +133%
EIP
355
Ellis Investment Partners
Pennsylvania
$103K
CAPTRUST Financial Advisors
356
CAPTRUST Financial Advisors
North Carolina
$94K +$30.6K +222 +50%
HPC
357
HM Payson & Co
Maine
$87K +$55.2K +400 +189%
BFEC
358
Benjamin F. Edwards & Company
Missouri
$80K -$45.3K -328 -37%
AS
359
Altshuler Shaham
Israel
$78K -$27.6K -200 -27%
SQA
360
Simon Quick Advisors
New Jersey
$76K -$1.79K -13 -2%
EI
361
Ellevest Inc
New York
$68K -$50.2K -364 -43%
DWA
362
Dougherty Wealth Advisers
Minnesota
$60K
WT
363
Whittier Trust
California
$55K +$16.1K +117 +43%
SFS
364
Sowell Financial Services
Arkansas
$54K -$8.28K -60 -15%
FC
365
FORA Capital
Florida
$54K +$52.3K +379 New
Northwestern Mutual Wealth Management
366
Northwestern Mutual Wealth Management
Wisconsin
$46K +$1.1K +8 +3%
Carson Wealth (CWM LLC)
367
Carson Wealth (CWM LLC)
Nebraska
$44K
OSAM
368
O'Shaughnessy Asset Management
Connecticut
$42K -$5.79K -42 -12%
FF
369
FourThought Financial
Florida
$39K
JWM
370
Janiczek Wealth Management
Colorado
$39K +$8.83K +64 +30%
T
371
TOBAM
France
$37K
PSB
372
Piscataqua Savings Bank
New Hampshire
$36K +$34.9K +253 New
JFGIW
373
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$35K
RTC
374
Riverview Trust Company
Washington
$35K
WT
375
Washington Trust
Rhode Island
$33K

ATR Hedge Fund Activity: Q1 2021 in Review

431 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in AptarGroup (ATR) for Q1 2021, worth a combined $8.28B — up 5.3% from $7.86B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new ATR positions and 36 closed out — a net gain of 4 holders — while 156 added to existing stakes and 153 trimmed.

The largest buyer was London Company of Virginia, opening a new position worth an estimated $112M. The largest seller was Bessemer Group, cutting an estimated $30.8M.

  • 431 institutional investors held AptarGroup (ATR) as of Q1 2021, up from 429 in Q4 2020.
  • Funds reported $8.28B of AptarGroup stock for Q1 2021, up 5.3% quarter-over-quarter.
  • 40 funds opened new AptarGroup positions in Q1 2021 and 36 closed out, a net change of +4 holders.
  • The largest AptarGroup buyer in Q1 2021 was London Company of Virginia, an estimated $112M added.
  • The largest AptarGroup seller in Q1 2021 was Bessemer Group, an estimated $30.8M sold.

Based on aggregated 13F filings for Q1 2021.