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AptarGroup

429 hedge funds and large institutions have $7.86B invested in AptarGroup in 2020 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 155 increasing their positions, 140 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

46% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 39

25% more call options, than puts

Call options by funds: $9.39M | Put options by funds: $7.53M

23% more capital invested

Capital invested by funds: $6.38B → $7.86B (+$1.48B)

11% more repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 140

4% more funds holding

Funds holding: 414429 (+15)

0.88% more ownership

Funds ownership: 87.98%88.86% (+0.88%)

Holders
429
Holders Change
+15
Holders Change %
+3.62%
% of All Funds
7.59%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.12%
New
57
Increased
155
Reduced
140
Closed
39
Calls
$9.39M
Puts
$7.53M
Net Calls
+$1.86M
Net Calls Change
-$1.88M
Name Holding Trade Value Shares
Change
Change in
Stake
FRA
401
Front Row Advisors
California
$6K
PWPS
402
Pinnacle Wealth Planning Services
Ohio
$6K +$5.83K +47 New
EARNEST Partners
403
EARNEST Partners
Georgia
$5K
SL
404
Savior LLC
Massachusetts
$5K
FCH
405
Freestone Capital Holdings
Washington
$4.79K
LWCFA
406
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4K -$84.2K -678 -96%
CMBA
407
C.M. Bidwell & Associates
Hawaii
$4K
CFN
408
Cordasco Financial Network
Florida
$4K
CFD
409
Creative Financial Designs
Indiana
$4K
BWM
410
BerganKDV Wealth Management
Minnesota
$4K +$1.24K +10 +56%
VCG
411
Vantage Consulting Group
Virginia
$4K +$3.85K +31 New
EFSCE
412
Enterprise Financial Services Corp (EFSC)
Missouri
$3K
TFO
413
Tarbox Family Office
California
$3K
GFPC
414
Global Financial Private Client
Florida
$2.88K
BBHC
415
Brown Brothers Harriman & Co
New York
$2K -$1.61K -13 -50%
ABC
416
Associated Banc-Corp
Wisconsin
$2K
BWA
417
Burt Wealth Advisors
Maryland
$2K
CFGS
418
Concourse Financial Group Securities
Alabama
$2K
PFBT
419
Parkside Financial Bank & Trust
Missouri
$2K +$1.61K +13 New
PFO
420
Pathstone Family Office
New Jersey
$2K +$1.86K +15 New
APWA
421
Atlas Private Wealth Advisors
New Jersey
$2K +$2.11K +17 New
NFG
422
Next Financial Group
Texas
$1K
LIM
423
Longfellow Investment Management
Massachusetts
$1K +$248 +2 New
FGAM
424
Financial Gravity Asset Management
Texas
$1K +$993 +8 New
IAIM
425
International Assets Investment Management
Florida
$1K +$1.24K +10 New

ATR Hedge Fund Activity: Q4 2020 in Review

429 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in AptarGroup (ATR) for Q4 2020, worth a combined $7.86B — up 23% from $6.38B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new ATR positions and 39 closed out — a net gain of 18 holders — while 155 added to existing stakes and 140 trimmed.

The largest buyer was Schroder Investment Management Group, opening a new position worth an estimated $27.3M. The largest seller was Victory Capital Management, cutting an estimated $22.4M.

  • 429 institutional investors held AptarGroup (ATR) as of Q4 2020, up from 414 in Q3 2020.
  • Funds reported $7.86B of AptarGroup stock for Q4 2020, up 23% quarter-over-quarter.
  • 57 funds opened new AptarGroup positions in Q4 2020 and 39 closed out, a net change of +18 holders.
  • The largest AptarGroup buyer in Q4 2020 was Schroder Investment Management Group, an estimated $27.3M added.
  • The largest AptarGroup seller in Q4 2020 was Victory Capital Management, an estimated $22.4M sold.

Based on aggregated 13F filings for Q4 2020.