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AptarGroup

425 hedge funds and large institutions have $6.83B invested in AptarGroup in 2023 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 137 increasing their positions, 153 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 37

4% more funds holding

Funds holding: 408425 (+17)

0% less call options, than puts

Call options by funds: $415K | Put options by funds: $417K

0.53% less ownership

Funds ownership: 90.29%89.75% (-0.53%)

3% less capital invested

Capital invested by funds: $7.05B → $6.83B (-$212M)

10% less repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 153

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
425
Holders Change
+17
Holders Change %
+4.17%
% of All Funds
6.67%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
56
Increased
137
Reduced
153
Closed
37
Calls
$415K
Puts
$417K
Net Calls
-$2K
Net Calls Change
+$156K
Name Holding Trade Value Shares
Change
Change in
Stake
PIAS
376
PCA Investment Advisory Services
Ohio
$17.8K +$18.1K +154 New
PTC
377
Private Trust Company
Ohio
$16.6K -$1.64K -14 -9%
BIA
378
Bell Investment Advisors
California
$14.1K -$1.41K -12 -9%
MPWT
379
MassMutual Private Wealth & Trust
Connecticut
$13.6K -$469 -4 -3%
C
380
Covestor
United Kingdom
$12K -$33.5K -286 -74%
IA
381
IFP Advisors
Florida
$11.6K +$586 +5 +5%
LWP
382
Lumature Wealth Partners
Georgia
$11K
HNB
383
Huntington National Bank
Ohio
$10.2K +$2.23K +19 +28%
LFG
384
Larson Financial Group
Missouri
$9.96K
SPIA
385
Steward Partners Investment Advisory
New York
$9.62K -$198K -1,692 -95%
NIC
386
Northwest Investment Counselors
Oregon
$8.8K
LF
387
Lee Financial
Texas
$8.11K
AWM
388
Atticus Wealth Management
Florida
$7.65K
CT
389
Cambridge Trust
Massachusetts
$6.95K
SWM
390
Sugarloaf Wealth Management
Georgia
$6.49K
PMFA
391
Plante Moran Financial Advisors
Michigan
$6.37K +$6.45K +55 New
MA
392
MCF Advisors
Kentucky
$5.79K +$5.86K +50 New
JWA
393
JFS Wealth Advisors
Pennsylvania
$5.68K
EARNEST Partners
394
EARNEST Partners
Georgia
$4.52K
CQS
395
Credential Qtrade Securities
$4.52K -$703 -6 -13%
BFEC
396
Benjamin F. Edwards & Company
Missouri
$4K
AP
397
Arlington Partners
Alabama
$3.94K
SWA
398
Sutton Wealth Advisors
Florida
$3.94K
CSPIA
399
Cary Street Partners Investment Advisory
Virginia
$3.48K
CMBA
400
C.M. Bidwell & Associates
Hawaii
$3.48K

ATR Hedge Fund Activity: Q2 2023 in Review

425 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in AptarGroup (ATR) for Q2 2023, worth a combined $6.83B — down 3% from $7.05B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new ATR positions and 37 closed out — a net gain of 19 holders — while 137 added to existing stakes and 153 trimmed.

The largest buyer was Millennium Management, adding an estimated $71.8M. The largest seller was Champlain Investment Partners, exiting entirely with an estimated $107M sold.

  • 425 institutional investors held AptarGroup (ATR) as of Q2 2023, up from 408 in Q1 2023.
  • Funds reported $6.83B of AptarGroup stock for Q2 2023, down 3% quarter-over-quarter.
  • 56 funds opened new AptarGroup positions in Q2 2023 and 37 closed out, a net change of +19 holders.
  • The largest AptarGroup buyer in Q2 2023 was Millennium Management, an estimated $71.8M added.
  • The largest AptarGroup seller in Q2 2023 was Champlain Investment Partners, an estimated $107M sold.

Based on aggregated 13F filings for Q2 2023.