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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
TIM
451
Tortoise Investment Management
New York
$2.3K +$2.17K +16 New
DPW
452
DiNuzzo Private Wealth
Pennsylvania
$1.58K
LC
453
Lindbrook Capital
California
$1.44K
TC
454
Tacita Capital
Ontario, Canada
$1.44K
NCTC
455
New Covenant Trust Company
Indiana
$1.15K +$1.08K +8 New
CFGS
456
Concourse Financial Group Securities
Alabama
$1.01K
AW
457
Avion Wealth
Texas
$1K -$677 -5 -56%
FMP
458
Financial Management Professionals
Texas
$1K
PWA
459
Provenance Wealth Advisors
Florida
$863
VCM
460
Versant Capital Management
Arizona
$863
TWD
461
True Wealth Design
Ohio
$720 +$271 +2 +67%
BGAI
462
Bruce G. Allen Investments
Colorado
$719
S
463
Sachetta
Massachusetts
$619
BF
464
BOK Financial
Oklahoma
$569 +$271 +2 +100%
TPCW
465
TD Private Client Wealth
New York
$432 -$542 -4 -57%
SIS
466
Sound Income Strategies
Florida
$432 -$271 -2 -40%
AWM
467
Avior Wealth Management
Nebraska
$143 +$135 +1 New
FGAM
468
Financial Gravity Asset Management
Texas
$42
Bank of Nova Scotia
469
Bank of Nova Scotia
Ontario, Canada
-$13.6M -109,983 Closed
IG
470
ING Group
Netherlands
-$5.69M -46,000 Closed
Citadel Advisors
471
Citadel Advisors
Florida
-$4.58M -33,775 Closed
HF
472
HRT Financial
New York
-$4.1M -33,146 Closed
Canada Pension Plan Investment Board
473
Canada Pension Plan Investment Board
Ontario, Canada
-$3.46M -28,000 Closed
Skandinaviska Enskilda Banken (SEB)
474
Skandinaviska Enskilda Banken (SEB)
Sweden
-$3.07M -24,800 Closed
SSA
475
Schonfeld Strategic Advisors
New York
-$2.69M -21,733 Closed

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.