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AptarGroup

410 hedge funds and large institutions have $6.85B invested in AptarGroup in 2022 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 164 increasing their positions, 108 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 108

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

2% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 48

0.65% more ownership

Funds ownership: 89.02%89.68% (+0.65%)

0% less funds holding

Funds holding: 412410 (-2)

4% less capital invested

Capital invested by funds: $7.1B → $6.85B (-$252M)

63% less call options, than puts

Call options by funds: $719K | Put options by funds: $1.93M

Holders
410
Holders Change
-2
Holders Change %
-0.49%
% of All Funds
6.47%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
49
Increased
164
Reduced
108
Closed
48
Calls
$719K
Puts
$1.93M
Net Calls
-$1.21M
Net Calls Change
-$100K
Name Holding Trade Value Shares
Change
Change in
Stake
JWA
376
JFS Wealth Advisors
Pennsylvania
$5K +$2.94K +25 +156%
CFO
377
CVA Family Office
Colorado
$5K +$4.7K +40 New
CMBA
378
C.M. Bidwell & Associates
Hawaii
$4K
VCM
379
Versant Capital Management
Arizona
$4K +$353 +3 +9%
COCM
380
Charter Oak Capital Management
New Hampshire
$4K +$3.53K +30 New
CCM
381
Covington Capital Management
California
$4K +$4.47K +38 New
CFGS
382
Concourse Financial Group Securities
Alabama
$3K
CFN
383
Cordasco Financial Network
Florida
$3K
CFD
384
Creative Financial Designs
Indiana
$3K
HCP
385
Hexagon Capital Partners
Arkansas
$3K
TFO
386
Tarbox Family Office
California
$3K
FPS
387
Fieldpoint Private Securities
Connecticut
$3K +$1.18K +10 +67%
CI
388
Cordant Inc
Oregon
$3K +$2.82K +24 New
Loomis, Sayles & Company
389
Loomis, Sayles & Company
Massachusetts
$3K +$2.82K +24 New
GFPC
390
Global Financial Private Client
Florida
$2.5K
BWM
391
BerganKDV Wealth Management
Minnesota
$2K -$118 -1 -5%
Canada Pension Plan Investment Board
392
Canada Pension Plan Investment Board
Ontario, Canada
$2K
PFBT
393
Parkside Financial Bank & Trust
Missouri
$2K +$1.18K +10 +111%
CB
394
CNB Bank
Pennsylvania
$2K +$2.12K +18 New
SOW
395
State of Wyoming
Wyoming
$2K +$2.35K +20 New
SC
396
Schubert & Co
Texas
$1K -$118 -1 -8%
BA
397
Bellwether Advisors
Nebraska
$1K
LIM
398
Longfellow Investment Management
Massachusetts
$1K
MPWT
399
MassMutual Private Wealth & Trust
Connecticut
$1K +$705 +6 New
MCM
400
Manchester Capital Management
Vermont
$1K +$823 +7 New

ATR Hedge Fund Activity: Q1 2022 in Review

410 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in AptarGroup (ATR) for Q1 2022, worth a combined $6.85B — down 3.5% from $7.1B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new ATR positions and 48 closed out — a net gain of 1 holder — while 164 added to existing stakes and 108 trimmed.

The largest buyer was Boston Trust Walden, adding an estimated $43.9M. The largest seller was First Trust Advisors, cutting an estimated $65.1M.

  • 410 institutional investors held AptarGroup (ATR) as of Q1 2022, down from 412 in Q4 2021.
  • Funds reported $6.85B of AptarGroup stock for Q1 2022, down 3.5% quarter-over-quarter.
  • 49 funds opened new AptarGroup positions in Q1 2022 and 48 closed out, a net change of +1 holder.
  • The largest AptarGroup buyer in Q1 2022 was Boston Trust Walden, an estimated $43.9M added.
  • The largest AptarGroup seller in Q1 2022 was First Trust Advisors, an estimated $65.1M sold.

Based on aggregated 13F filings for Q1 2022.