We are live on ! Find out more
ATR icon

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
PFPT
401
Pinnacle Financial Partners (Tennessee)
Tennessee
$3.36K
CFD
402
Creative Financial Designs
Indiana
$3.24K
ADL
403
Asset Dedication LLC
California
$3K
FRA
404
Front Row Advisors
California
$3K +$117 +1 +3%
LC
405
Lindbrook Capital
California
$2.78K +$1.64K +14 +140%
GFPC
406
Global Financial Private Client
Florida
$2.45K
CWP
407
Concord Wealth Partners
Virginia
$2.43K
RI
408
Ridgewood Investments
New Jersey
$2.17K
AF
409
Advisornet Financial
Minnesota
$1.97K
FFA
410
Farther Finance Advisors
California
$1.85K +$1.52K +13 +433%
SIC
411
SJS Investment Consulting
Ohio
$1.62K -$117 -1 -7%
DI
412
Disciplined Investments
Oklahoma
$1.51K
HCP
413
Hexagon Capital Partners
Arkansas
$1.27K
VCM
414
Versant Capital Management
Arizona
$1.16K -$1.99K -17 -63%
BTI
415
Blue Trust Inc
Georgia
$1K -$10.3K -88 -88%
CFGS
416
Concourse Financial Group Securities
Alabama
$811 +$821 +7 New
CPG
417
Cornerstone Planning Group
New Jersey
$811 +$821 +7 New
FGAM
418
Financial Gravity Asset Management
Texas
$730 -$234 -2 -2%
TWD
419
True Wealth Design
Ohio
$348 +$117 +1 +50%
GRP
420
Global Retirement Partners
California
$237
TPCW
421
TD Private Client Wealth
New York
$232
Comerica Bank
422
Comerica Bank
Texas
$8 +$17.4M +148,298 New
CIP
423
Champlain Investment Partners
Vermont
-$107M -907,538 Closed
CVA
424
Ceredex Value Advisors
Florida
-$12.9M -109,282 Closed
RBA
425
Richard Bernstein Advisors
New York
-$2.04M -17,281 Closed

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.