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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
BTI
426
Blue Trust Inc
Georgia
$9.06K -$1.49K -11 -15%
BFEC
427
Benjamin F. Edwards & Company
Missouri
$9K
LFG
428
Larson Financial Group
Missouri
$8.63K -$3.52K -26 -30%
DJSG
429
D.J. St. Germain
Massachusetts
$8.63K
N
430
Natixis
France
$8.63K +$1.49K +11 +22%
CFD
431
Creative Financial Designs
Indiana
$8.49K
SWM
432
Sugarloaf Wealth Management
Georgia
$8.06K
FFA
433
Farther Finance Advisors
California
$7.4K -$677 -5 -9%
JWA
434
JFS Wealth Advisors
Pennsylvania
$7.34K
MA
435
MCF Advisors
Kentucky
$7.2K
YAL
436
Your Advocates Ltd
Texas
$7.2K
EWA
437
EverSource Wealth Advisors
Alabama
$6.64K +$5.42K +40 +667%
WB
438
Webster Bank
Connecticut
$6.47K +$6.1K +45 New
KWAG
439
Kiely Wealth Advisory Group
North Carolina
$5.88K
FRA
440
Front Row Advisors
California
$5.47K +$5.15K +38 New
PWMG
441
Private Wealth Management Group
New Jersey
$4.61K
SAM
442
Smartleaf Asset Management
Massachusetts
$4.34K +$4.06K +30 New
CJ
443
Caitlin John
Michigan
$4.17K
ADL
444
Asset Dedication LLC
California
$4K
PFBT
445
Parkside Financial Bank & Trust
Missouri
$3.74K
TF
446
Tompkins Financial
New York
$3.6K +$3.39K +25 New
OA
447
Operose Advisors
Wisconsin
$3.31K
GFPC
448
Global Financial Private Client
Florida
$2.99K
WPA
449
West Paces Advisors
Georgia
$2.88K +$2.71K +20 New
SIC
450
SJS Investment Consulting
Ohio
$2.45K

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.