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AptarGroup

329 hedge funds and large institutions have $4.3B invested in AptarGroup in 2016 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 124 increasing their positions, 118 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 18

9% more funds holding

Funds holding: 303329 (+26)

5% more capital invested

Capital invested by funds: $4.09B → $4.3B (+$211M)

5% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 118

2.46% less ownership

Funds ownership: 90.57%88.12% (-2.5%)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

12% less call options, than puts

Call options by funds: $2.23M | Put options by funds: $2.54M

Holders
329
Holders Change
+26
Holders Change %
+8.58%
% of All Funds
8.77%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.29%
New
44
Increased
124
Reduced
118
Closed
18
Calls
$2.23M
Puts
$2.54M
Net Calls
-$311K
Net Calls Change
+$2.6M
Name Holding Trade Value Shares
Change
Change in
Stake
State Farm Mutual Automobile Insurance
1
State Farm Mutual Automobile Insurance
Illinois
$505M
Vanguard Group
2
Vanguard Group
Pennsylvania
$391M +$16.6M +226,183 +5%
Capital Research Global Investors
3
Capital Research Global Investors
California
$280M
Neuberger Berman Group
4
Neuberger Berman Group
New York
$275M -$7.08M -96,483 -3%
ACM
5
Atlanta Capital Management
Georgia
$241M -$3.62M -49,323 -2%
State Street
6
State Street
Massachusetts
$230M -$12.5M -170,356 -5%
Caisse de Depot et Placement du Quebec (CDPQ)
7
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$180M -$15.9M -217,100 -9%
BFA
8
BlackRock Fund Advisors
California
$169M -$1.32M -18,029 -0.8%
BIT
9
BlackRock Institutional Trust
California
$148M -$14.3M -194,626 -9%
JP Morgan Chase
10
JP Morgan Chase
New York
$120M +$14.8M +202,129 +15%
Victory Capital Management
11
Victory Capital Management
Texas
$78.6M +$17.1M +233,386 +30%
NC
12
Nicholas Company
Wisconsin
$55.5M -$31.8M -433,995 -38%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$55.3M +$125K +1,698 +0.2%
BTW
14
Boston Trust Walden
Massachusetts
$49.2M -$23.7M -322,604 -34%
TCM
15
TimesSquare Capital Management
New York
$48.3M -$8.51M -116,100 -16%
Northern Trust
16
Northern Trust
Illinois
$43.1M -$1.01M -13,814 -2%
Kayne Anderson Rudnick Investment Management
17
Kayne Anderson Rudnick Investment Management
California
$43M -$384K -5,240 -0.9%
Wells Fargo
18
Wells Fargo
California
$41.9M +$3.78M +51,497 +11%
Norges Bank
19
Norges Bank
Norway
$41.1M -$220K -3,001 -0.6%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$40.1M +$424K +5,777 +1%
Renaissance Technologies
21
Renaissance Technologies
New York
$37.9M +$16.9M +230,400 +91%
Bank of America
22
Bank of America
North Carolina
$35.9M -$9.69M -132,146 -22%
CIP
23
Champlain Investment Partners
Vermont
$35.6M -$3.76M -51,230 -10%
RA
24
Royce & Associates
New York
$33.8M -$1.23M -16,800 -4%
Capital World Investors
25
Capital World Investors
California
$32.1M

ATR Hedge Fund Activity: Q1 2016 in Review

329 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in AptarGroup (ATR) for Q1 2016, worth a combined $4.3B — up 5.1% from $4.09B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new ATR positions and 18 closed out — a net gain of 26 holders — while 124 added to existing stakes and 118 trimmed.

The largest buyer was Credit Suisse, adding an estimated $22.4M. The largest seller was Capital Counsel, cutting an estimated $35.1M.

  • 329 institutional investors held AptarGroup (ATR) as of Q1 2016, up from 303 in Q4 2015.
  • Funds reported $4.3B of AptarGroup stock for Q1 2016, up 5.1% quarter-over-quarter.
  • 44 funds opened new AptarGroup positions in Q1 2016 and 18 closed out, a net change of +26 holders.
  • The largest AptarGroup buyer in Q1 2016 was Credit Suisse, an estimated $22.4M added.
  • The largest AptarGroup seller in Q1 2016 was Capital Counsel, an estimated $35.1M sold.

Based on aggregated 13F filings for Q1 2016.