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AptarGroup

254 hedge funds and large institutions have $3.51B invested in AptarGroup in 2015 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 109 increasing their positions, 87 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

25% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 87

2% less capital invested

Capital invested by funds: $3.57B → $3.51B (-$56.2M)

4% less call options, than puts

Call options by funds: $519K | Put options by funds: $539K

1% less funds holding

Funds holding: 257254 (-3)

1.68% less ownership

Funds ownership: 90.07%88.39% (-1.7%)

15% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 20

Holders
254
Holders Change
-3
Holders Change %
-1.17%
% of All Funds
6.84%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
17
Increased
109
Reduced
87
Closed
20
Calls
$519K
Puts
$539K
Net Calls
-$20K
Net Calls Change
-$48K
Name Holding Trade Value Shares
Change
Change in
Stake
State Farm Mutual Automobile Insurance
1
State Farm Mutual Automobile Insurance
Illinois
$411M
Vanguard Group
2
Vanguard Group
Pennsylvania
$289M +$11.7M +183,419 +4%
Neuberger Berman Group
3
Neuberger Berman Group
New York
$263M -$8.7M -136,065 -3%
State Street
4
State Street
Massachusetts
$230M -$12.4M -194,341 -5%
Capital Research Global Investors
5
Capital Research Global Investors
California
$228M -$66.8M -1,044,879 -23%
ACM
6
Atlanta Capital Management
Georgia
$200M +$24.1M +377,153 +14%
Caisse de Depot et Placement du Quebec (CDPQ)
7
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$161M
BFA
8
BlackRock Fund Advisors
California
$128M +$3.35M +52,399 +3%
BIT
9
BlackRock Institutional Trust
California
$112M -$4.75M -74,354 -4%
JP Morgan Chase
10
JP Morgan Chase
New York
$86.1M -$14.4K -226 -0%
BTW
11
Boston Trust Walden
Massachusetts
$71.7M -$745K -11,649 -1%
NC
12
Nicholas Company
Wisconsin
$70.9M +$2.37M +37,080 +3%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$46.3M +$1.81M +28,377 +4%
Victory Capital Management
14
Victory Capital Management
Texas
$41.2M +$374K +5,850 +0.9%
Wells Fargo
15
Wells Fargo
California
$39.5M +$4.47M +69,955 +13%
CIP
16
Champlain Investment Partners
Vermont
$38.4M +$6.83M +106,820 +22%
Kayne Anderson Rudnick Investment Management
17
Kayne Anderson Rudnick Investment Management
California
$37.1M +$148K +2,314 +0.4%
Northern Trust
18
Northern Trust
Illinois
$35.3M +$545K +8,529 +2%
RA
19
Royce & Associates
New York
$33.8M -$4.42M -69,200 -12%
Norges Bank
20
Norges Bank
Norway
$33.6M
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$29.3M +$234K +3,665 +0.8%
CC
22
Capital Counsel
New York
$29.1M -$42.9K -671 -0.1%
Capital World Investors
23
Capital World Investors
California
$26.1M
MPIA
24
Mountain Pacific Investment Advisers
Idaho
$24M +$60.7K +950 +0.3%
MAA
25
Managed Account Advisors
New Jersey
$23.4M +$4.9M +76,633 +26%

ATR Hedge Fund Activity: Q2 2015 in Review

254 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in AptarGroup (ATR) for Q2 2015, worth a combined $3.51B — down 1.6% from $3.57B a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of ATR and 17 opened new positions — a net loss of 3 holders — while 87 trimmed existing stakes and 109 added.

The largest buyer was Atlanta Capital Management, adding an estimated $24.1M. The largest seller was Capital Research Global Investors, cutting an estimated $66.8M.

  • 254 institutional investors held AptarGroup (ATR) as of Q2 2015, down from 257 in Q1 2015.
  • Funds reported $3.51B of AptarGroup stock for Q2 2015, down 1.6% quarter-over-quarter.
  • 17 funds opened new AptarGroup positions in Q2 2015 and 20 closed out, a net change of -3 holders.
  • The largest AptarGroup buyer in Q2 2015 was Atlanta Capital Management, an estimated $24.1M added.
  • The largest AptarGroup seller in Q2 2015 was Capital Research Global Investors, an estimated $66.8M sold.

Based on aggregated 13F filings for Q2 2015.