AptarGroup
366 hedge funds and large institutions have $5.4B invested in AptarGroup in 2018 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 128 increasing their positions, 119 reducing their positions, and 40 closing their positions.
75% more call options, than puts
Call options by funds: $2.36M | Put options by funds: $1.35M
43% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 40
5% more funds holding
Funds holding: 349 → 366 (+17)
8% more repeat investments, than reductions
Existing positions increased: 128 | Existing positions reduced: 119
0.62% less ownership
Funds ownership: 92.11% → 91.49% (-0.62%)
12% less capital invested
Capital invested by funds: $6.16B → $5.4B (-$759M)
38% less funds holding in top 10
Funds holding in top 10: 13 → 8 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$97.9M |
| 2 |
Bessemer Group
Woodbridge,
New Jersey
|
+$42.7M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$21.4M |
| 4 |
BlackRock
New York
|
+$17.8M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$16.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$56.5M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
-$31.9M |
| 3 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
-$27.6M |
| 4 |
Los Angeles Capital Management
Los Angeles,
California
|
-$20.2M |
| 5 |
HSBC Holdings
London,
United Kingdom
|
-$14.2M |
ATR Hedge Fund Activity: Q4 2018 in Review
366 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in AptarGroup (ATR) for Q4 2018, worth a combined $5.4B — down 12% from $6.16B a quarter earlier.
Buyers outnumbered sellers: 57 funds opened new ATR positions and 40 closed out — a net gain of 17 holders — while 128 added to existing stakes and 119 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $97.9M. The largest seller was Lord, Abbett & Co, cutting an estimated $56.5M.
- 366 institutional investors held AptarGroup (ATR) as of Q4 2018, up from 349 in Q3 2018.
- Funds reported $5.4B of AptarGroup stock for Q4 2018, down 12% quarter-over-quarter.
- 57 funds opened new AptarGroup positions in Q4 2018 and 40 closed out, a net change of +17 holders.
- The largest AptarGroup buyer in Q4 2018 was Fidelity Investments, an estimated $97.9M added.
- The largest AptarGroup seller in Q4 2018 was Lord, Abbett & Co, an estimated $56.5M sold.
Based on aggregated 13F filings for Q4 2018.