AptarGroup
502 hedge funds and large institutions have $10.8B invested in AptarGroup in 2024 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 182 increasing their positions, 152 reducing their positions, and 36 closing their positions.
111% more first-time investments, than exits
New positions opened: 76 | Existing positions closed: 36
20% more repeat investments, than reductions
Existing positions increased: 182 | Existing positions reduced: 152
11% more capital invested
Capital invested by funds: $9.68B → $10.8B (+$1.11B)
7% more funds holding
Funds holding: 471 → 502 (+31)
0.65% more ownership
Funds ownership: 91.01% → 91.66% (+0.65%)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
42% less call options, than puts
Call options by funds: $799K | Put options by funds: $1.37M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$103M |
| 2 |
BlackRock
New York
|
+$26.9M |
| 3 |
JAM
Jupiter Asset Management
London,
United Kingdom
|
+$24.4M |
| 4 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$18.6M |
| 5 |
Northern Trust
Chicago,
Illinois
|
+$18.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$54.1M |
| 2 |
BTW
Boston Trust Walden
Boston,
Massachusetts
|
-$52.8M |
| 3 |
RC
Rivulet Capital
Summit,
New Jersey
|
-$39.4M |
| 4 |
NI
Nuance Investments
Kansas City,
Missouri
|
-$26.6M |
| 5 |
Morgan Stanley
New York
|
-$26M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FTDI
526
First Trust Direct Indexing
Boston,
Massachusetts
| – | -$208K | -1,296 | Closed |
|
|
PMFA
527
Plante Moran Financial Advisors
Southfield,
Michigan
| – | -$90.5K | -565 | Closed |
|
528
DZ Bank
Frankfurt Am Main,
Germany
| – | -$67K | -418 | Closed |
|
|
CPA
529
Capital Performance Advisors
Walnut Creek,
California
| – | -$24.7K | -154 | Closed |
|
|
DJSG
530
D.J. St. Germain
Springfield,
Massachusetts
| – | -$9.61K | -60 | Closed |
|
|
ATS
531
Ashton Thomas Securities
Rochester,
New York
| – | -$8.17K | -51 | Closed |
|
|
FPF
532
First Pacific Financial
Vancouver,
Washington
| – | -$7.37K | -46 | Closed |
|
|
OA
533
Operose Advisors
Milwaukee,
Wisconsin
| – | -$3.68K | -23 | Closed |
|
|
GSEP
534
Golden State Equity Partners
South Coast Metro,
California
| – | -$3.52K | -22 | Closed |
|
|
LSA
535
Leonteq Securities AG
Zurich,
Switzerland
| – | -$3.04K | -19 | Closed |
|
|
CCM
536
Chilton Capital Management
Houston,
Texas
| – | -$2.72K | -17 | Closed |
|
|
CA
537
Claris Advisors
St. Louis,
Missouri
| – | -$641 | -4 | Closed |
|
ATR Hedge Fund Activity: Q4 2024 in Review
502 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in AptarGroup (ATR) for Q4 2024, worth a combined $10.8B — up 11% from $9.68B a quarter earlier.
Buyers outnumbered sellers: 76 funds opened new ATR positions and 36 closed out — a net gain of 40 holders — while 182 added to existing stakes and 152 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $103M. The largest seller was Millennium Management, cutting an estimated $54.1M.
- 502 institutional investors held AptarGroup (ATR) as of Q4 2024, up from 471 in Q3 2024.
- Funds reported $10.8B of AptarGroup stock for Q4 2024, up 11% quarter-over-quarter.
- 76 funds opened new AptarGroup positions in Q4 2024 and 36 closed out, a net change of +40 holders.
- The largest AptarGroup buyer in Q4 2024 was Fidelity Investments, an estimated $103M added.
- The largest AptarGroup seller in Q4 2024 was Millennium Management, an estimated $54.1M sold.
Based on aggregated 13F filings for Q4 2024.