AptarGroup
374 hedge funds and large institutions have $5.82B invested in AptarGroup in 2020 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 141 increasing their positions, 126 reducing their positions, and 59 closing their positions.
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
12% more repeat investments, than reductions
Existing positions increased: 141 | Existing positions reduced: 126
2.54% more ownership
Funds ownership: 88.8% → 91.35% (+2.5%)
6% less funds holding
Funds holding: 398 → 374 (-24)
11% less capital invested
Capital invested by funds: $6.56B → $5.82B (-$739M)
36% less first-time investments, than exits
New positions opened: 38 | Existing positions closed: 59
56% less call options, than puts
Call options by funds: $2.26M | Put options by funds: $5.16M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$175M |
| 2 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
+$57.8M |
| 3 |
CVA
Ceredex Value Advisors
Orlando,
Florida
|
+$46M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$38.6M |
| 5 |
Bessemer Group
Woodbridge,
New Jersey
|
+$18.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
-$53.3M |
| 2 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
|
-$53.1M |
| 3 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
-$34M |
| 4 |
MWNA
Marshall Wace North America
New York
|
-$22.7M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$15.9M |
ATR Hedge Fund Activity: Q1 2020 in Review
374 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in AptarGroup (ATR) for Q1 2020, worth a combined $5.82B — down 11% from $6.56B a quarter earlier.
Sellers outnumbered buyers: 59 funds closed out of ATR and 38 opened new positions — a net loss of 21 holders — while 126 trimmed existing stakes and 141 added.
The largest buyer was Victory Capital Management, adding an estimated $175M. The largest seller was American Century Companies, exiting entirely with an estimated $53.3M sold.
- 374 institutional investors held AptarGroup (ATR) as of Q1 2020, down from 398 in Q4 2019.
- Funds reported $5.82B of AptarGroup stock for Q1 2020, down 11% quarter-over-quarter.
- 38 funds opened new AptarGroup positions in Q1 2020 and 59 closed out, a net change of -21 holders.
- The largest AptarGroup buyer in Q1 2020 was Victory Capital Management, an estimated $175M added.
- The largest AptarGroup seller in Q1 2020 was American Century Companies, an estimated $53.3M sold.
Based on aggregated 13F filings for Q1 2020.