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AptarGroup

467 hedge funds and large institutions have $8.59B invested in AptarGroup in 2024 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 160 increasing their positions, 175 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

8% more capital invested

Capital invested by funds: $7.98B → $8.59B (+$614M)

0% less funds holding

Funds holding: 469467 (-2)

2% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 50

9% less repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 175

7.65% less ownership

Funds ownership: 98.1%90.45% (-7.7%)

84% less call options, than puts

Call options by funds: $1.57M | Put options by funds: $9.67M

Holders
467
Holders Change
-2
Holders Change %
-0.43%
% of All Funds
6.73%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
49
Increased
160
Reduced
175
Closed
50
Calls
$1.57M
Puts
$9.67M
Net Calls
-$8.1M
Net Calls Change
-$8.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Macquarie Group
376
Macquarie Group
Australia
$100K -$59.6K -440 -39%
HI
377
Harbour Investments
Wisconsin
$86.3K
Carson Wealth (CWM LLC)
378
Carson Wealth (CWM LLC)
Nebraska
$86K +$7.99K +59 +11%
CMBA
379
C.M. Bidwell & Associates
Hawaii
$83K +$33.2K +245 +74%
OCM
380
Osterweis Capital Management
California
$73.4K -$10.8K -80 -14%
MCM
381
MV Capital Management
Maryland
$68.3K
GI
382
GAMMA Investing
California
$68.1K +$813 +6 +1%
QL
383
Quarry LP
New York
$59.6K +$35.1K +259 +167%
ATC
384
Adirondack Trust Company
New York
$57.6K
CFM
385
Catalyst Funds Management
Australia
$57.6K +$54.2K +400 New
LWCFA
386
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$56.1K
JWM
387
Janiczek Wealth Management
Colorado
$56K +$2.71K +20 +5%
CA
388
Clearstead Advisors
Ohio
$55.6K
RTC
389
Riverview Trust Company
Washington
$54K +$50.8K +375 New
TCOV
390
Trust Company of Vermont
Vermont
$49.5K +$30.5K +225 +189%
MG
391
Mather Group
Illinois
$44.3K +$48.5K +358 New
1832 Asset Management
392
1832 Asset Management
Ontario, Canada
$41.6K +$2.71K +20 +7%
Nomura Asset Management
393
Nomura Asset Management
Japan
$40.3K
Asset Management One
394
Asset Management One
Japan
$38.9K +$9.48K +70 +35%
PSB
395
Piscataqua Savings Bank
New Hampshire
$36.4K
VWM
396
Venturi Wealth Management
Texas
$34.4K +$6.37K +47 +24%
SOW
397
State of Wyoming
Wyoming
$34K -$89.7K -662 -74%
WT
398
Washington Trust
Rhode Island
$33.8K
SL
399
Salomon & Ludwin
Virginia
$32.4K
UB
400
UMB Bank
Missouri
$31.4K +$2.44K +18 +9%

ATR Hedge Fund Activity: Q1 2024 in Review

467 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in AptarGroup (ATR) for Q1 2024, worth a combined $8.59B — up 7.7% from $7.98B a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of ATR and 49 opened new positions — a net loss of 1 holder — while 175 trimmed existing stakes and 160 added.

The largest buyer was American Century Companies, adding an estimated $52.3M. The largest seller was Morgan Stanley, cutting an estimated $654M.

  • 467 institutional investors held AptarGroup (ATR) as of Q1 2024, down from 469 in Q4 2023.
  • Funds reported $8.59B of AptarGroup stock for Q1 2024, up 7.7% quarter-over-quarter.
  • 49 funds opened new AptarGroup positions in Q1 2024 and 50 closed out, a net change of -1 holder.
  • The largest AptarGroup buyer in Q1 2024 was American Century Companies, an estimated $52.3M added.
  • The largest AptarGroup seller in Q1 2024 was Morgan Stanley, an estimated $654M sold.

Based on aggregated 13F filings for Q1 2024.