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AptarGroup

257 hedge funds and large institutions have $3.57B invested in AptarGroup in 2015 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 106 increasing their positions, 90 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 21

18% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 90

1% more funds holding

Funds holding: 254257 (+3)

6% more call options, than puts

Call options by funds: $494K | Put options by funds: $466K

0.56% more ownership

Funds ownership: 89.51%90.07% (+0.56%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

8% less capital invested

Capital invested by funds: $3.87B → $3.57B (-$297M)

Holders
257
Holders Change
+3
Holders Change %
+1.18%
% of All Funds
6.85%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
28
Increased
106
Reduced
90
Closed
21
Calls
$494K
Puts
$466K
Net Calls
+$28K
Net Calls Change
-$240K
Name Holding Trade Value Shares
Change
Change in
Stake
State Farm Mutual Automobile Insurance
1
State Farm Mutual Automobile Insurance
Illinois
$409M
Capital Research Global Investors
2
Capital Research Global Investors
California
$293M -$66.1M -1,026,621 -18%
Vanguard Group
3
Vanguard Group
Pennsylvania
$276M +$9.02M +140,197 +3%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$271M -$23.3M -362,490 -8%
State Street
5
State Street
Massachusetts
$241M +$821K +12,764 +0.3%
ACM
6
Atlanta Capital Management
Georgia
$175M +$1.01M +15,761 +0.6%
Caisse de Depot et Placement du Quebec (CDPQ)
7
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$160M -$9.78M -152,000 -6%
BFA
8
BlackRock Fund Advisors
California
$125M +$1.71M +26,521 +1%
BIT
9
BlackRock Institutional Trust
California
$116M +$4.86M +75,607 +4%
JP Morgan Chase
10
JP Morgan Chase
New York
$85.8M +$2.33M +36,233 +3%
BTW
11
Boston Trust Walden
Massachusetts
$72.1M +$18.4M +286,588 +34%
NC
12
Nicholas Company
Wisconsin
$68.3M
Fidelity Investments
13
Fidelity Investments
Massachusetts
$55.9M -$12.7M -197,989 -18%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$44.3M +$2.72M +42,332 +6%
Victory Capital Management
15
Victory Capital Management
Texas
$40.7M -$142K -2,200 -0.3%
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$39.5M +$10.5M +162,950 +35%
RA
17
Royce & Associates
New York
$38.1M -$6.43M -99,900 -14%
Kayne Anderson Rudnick Investment Management
18
Kayne Anderson Rudnick Investment Management
California
$36.8M -$6.3M -97,841 -14%
Wells Fargo
19
Wells Fargo
California
$34.9M +$834K +12,961 +2%
Northern Trust
20
Northern Trust
Illinois
$34.6M -$905K -14,060 -3%
Norges Bank
21
Norges Bank
Norway
$33.5M -$910K -14,144 -3%
CIP
22
Champlain Investment Partners
Vermont
$31.5M -$9.22M -143,300 -22%
CC
23
Capital Counsel
New York
$29M -$59K -917 -0.2%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$29M +$4.43M +68,816 +18%
Capital World Investors
25
Capital World Investors
California
$26M -$6.43M -100,000 -20%

ATR Hedge Fund Activity: Q1 2015 in Review

257 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in AptarGroup (ATR) for Q1 2015, worth a combined $3.57B — down 7.7% from $3.87B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new ATR positions and 21 closed out — a net gain of 7 holders — while 106 added to existing stakes and 90 trimmed.

The largest buyer was Boston Trust Walden, adding an estimated $18.4M. The largest seller was Capital Research Global Investors, cutting an estimated $66.1M.

  • 257 institutional investors held AptarGroup (ATR) as of Q1 2015, up from 254 in Q4 2014.
  • Funds reported $3.57B of AptarGroup stock for Q1 2015, down 7.7% quarter-over-quarter.
  • 28 funds opened new AptarGroup positions in Q1 2015 and 21 closed out, a net change of +7 holders.
  • The largest AptarGroup buyer in Q1 2015 was Boston Trust Walden, an estimated $18.4M added.
  • The largest AptarGroup seller in Q1 2015 was Capital Research Global Investors, an estimated $66.1M sold.

Based on aggregated 13F filings for Q1 2015.