AptarGroup
371 hedge funds and large institutions have $6.11B invested in AptarGroup in 2019 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 136 increasing their positions, 122 reducing their positions, and 35 closing their positions.
51% more call options, than puts
Call options by funds: $7.8M | Put options by funds: $5.15M
14% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 35
13% more capital invested
Capital invested by funds: $5.4B → $6.11B (+$710M)
11% more repeat investments, than reductions
Existing positions increased: 136 | Existing positions reduced: 122
1% more funds holding
Funds holding: 366 → 371 (+5)
0.32% less ownership
Funds ownership: 91.49% → 91.17% (-0.32%)
25% less funds holding in top 10
Funds holding in top 10: 8 → 6 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
+$18.4M |
| 2 |
Mawer Investment Management
Calgary,
Alberta, Canada
|
+$15.5M |
| 3 |
NI
Nuance Investments
Kansas City,
Missouri
|
+$15.3M |
| 4 |
TCM
TimesSquare Capital Management
New York
|
+$14.7M |
| 5 |
ACB
Aristotle Capital Boston
Boston,
Massachusetts
|
+$14.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$52.5M |
| 2 |
JP Morgan Chase
New York
|
-$24.5M |
| 3 |
Morgan Stanley
New York
|
-$22.1M |
| 4 |
RG
Rathbones Group
Liverpool,
United Kingdom
|
-$21.4M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
-$17.7M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KPW
401
Kore Private Wealth
New York
| – | -$5K | -49 | Closed |
|
|
QI
402
QS Investors
New York
| – | -$2K | -18 | Closed |
|
403
AssetMark Inc
Concord,
California
| – | -$1K | -11 | Closed |
|
ATR Hedge Fund Activity: Q1 2019 in Review
371 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in AptarGroup (ATR) for Q1 2019, worth a combined $6.11B — up 13% from $5.4B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new ATR positions and 35 closed out — a net gain of 5 holders — while 136 added to existing stakes and 122 trimmed.
The largest buyer was Vaughan Nelson Investment Management, opening a new position worth an estimated $18.4M. The largest seller was Lord, Abbett & Co, exiting entirely with an estimated $52.5M sold.
- 371 institutional investors held AptarGroup (ATR) as of Q1 2019, up from 366 in Q4 2018.
- Funds reported $6.11B of AptarGroup stock for Q1 2019, up 13% quarter-over-quarter.
- 40 funds opened new AptarGroup positions in Q1 2019 and 35 closed out, a net change of +5 holders.
- The largest AptarGroup buyer in Q1 2019 was Vaughan Nelson Investment Management, an estimated $18.4M added.
- The largest AptarGroup seller in Q1 2019 was Lord, Abbett & Co, an estimated $52.5M sold.
Based on aggregated 13F filings for Q1 2019.