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AptarGroup

265 hedge funds and large institutions have $3.91B invested in AptarGroup in 2014 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 86 increasing their positions, 108 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

10,814% more call options, than puts

Call options by funds: $764K | Put options by funds: $7K

59% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 17

4% more funds holding

Funds holding: 256265 (+9)

2% more capital invested

Capital invested by funds: $3.83B → $3.91B (+$81M)

0.59% more ownership

Funds ownership: 88.61%89.2% (+0.59%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

20% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 108

Holders
265
Holders Change
+9
Holders Change %
+3.52%
% of All Funds
7.62%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
27
Increased
86
Reduced
108
Closed
17
Calls
$764K
Puts
$7K
Net Calls
+$757K
Net Calls Change
-$2.01M
Name Holding Trade Value Shares
Change
Change in
Stake
State Farm Mutual Automobile Insurance
1
State Farm Mutual Automobile Insurance
Illinois
$432M
Capital Research Global Investors
2
Capital Research Global Investors
California
$379M -$1.19M -17,840 -0.3%
Neuberger Berman Group
3
Neuberger Berman Group
New York
$343M -$11.5M -172,350 -3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$286M +$5.4M +81,173 +2%
State Street
5
State Street
Massachusetts
$229M +$16.8M +252,261 +8%
ACM
6
Atlanta Capital Management
Georgia
$186M -$1.28M -19,184 -0.7%
Caisse de Depot et Placement du Quebec (CDPQ)
7
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$159M +$36.6M +550,700 +30%
BFA
8
BlackRock Fund Advisors
California
$127M +$8.78M +132,058 +7%
BIT
9
BlackRock Institutional Trust
California
$122M -$3.92M -58,977 -3%
JP Morgan Chase
10
JP Morgan Chase
New York
$73M -$2.51M -37,686 -3%
Norges Bank
11
Norges Bank
Norway
$72.5M +$36M +541,088 +100%
NC
12
Nicholas Company
Wisconsin
$70.7M -$16K -240 -0%
BTW
13
Boston Trust Walden
Massachusetts
$58.2M +$1.62M +24,366 +3%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$50.6M -$2.36M -35,562 -4%
Kayne Anderson Rudnick Investment Management
15
Kayne Anderson Rudnick Investment Management
California
$47.2M -$19.5M -292,923 -29%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$45M +$6.58K +99 +0%
RA
17
Royce & Associates
New York
$44.7M -$213K -3,200 -0.5%
CIP
18
Champlain Investment Partners
Vermont
$39.1M -$17.7M -265,890 -31%
Northern Trust
19
Northern Trust
Illinois
$38.1M +$204K +3,071 +0.5%
PIM
20
Perkins Investment Management
Illinois
$35.4M +$271K +4,081 +0.8%
Capital World Investors
21
Capital World Investors
California
$34.2M
T. Rowe Price Associates
22
T. Rowe Price Associates
Maryland
$33.5M -$904K -13,600 -3%
1832 Asset Management
23
1832 Asset Management
Ontario, Canada
$31.6M +$1.2M +18,100 +4%
CC
24
Capital Counsel
New York
$31.4M -$28.8K -433 -0.1%
B
25
Baird
Wisconsin
$29.9M +$2.57M +38,699 +10%

ATR Hedge Fund Activity: Q2 2014 in Review

265 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in AptarGroup (ATR) for Q2 2014, worth a combined $3.91B — up 2.1% from $3.83B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new ATR positions and 17 closed out — a net gain of 10 holders — while 86 added to existing stakes and 108 trimmed.

The largest buyer was Caisse de Depot et Placement du Quebec (CDPQ), adding an estimated $36.6M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $19.5M.

  • 265 institutional investors held AptarGroup (ATR) as of Q2 2014, up from 256 in Q1 2014.
  • Funds reported $3.91B of AptarGroup stock for Q2 2014, up 2.1% quarter-over-quarter.
  • 27 funds opened new AptarGroup positions in Q2 2014 and 17 closed out, a net change of +10 holders.
  • The largest AptarGroup buyer in Q2 2014 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $36.6M added.
  • The largest AptarGroup seller in Q2 2014 was Kayne Anderson Rudnick Investment Management, an estimated $19.5M sold.

Based on aggregated 13F filings for Q2 2014.