Vault-13

ALTRA INDL MOTION CORP AIMC

COM · Common Stock · CUSIP 02208R106

11 institutional holders -241 vs Q4 2022
4,6504.7k shares reported held*
$277.9kreported value*
0 new 0 added 9 reduced 232 sold out net sold ≈ $3.5bn (-58.0m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $59.75. Options: 2 managers hold calls ($25.0k notional), 3 hold puts ($1.4m).

Trends to Q1 2023

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 221Q4 22: 252Q1 23: 1111Q3 22Q4 22Q1 23
Numbers
QuarterHolders
Q3 2022221
Q4 2022252
Q1 202311

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
4000400Q4 22: 137 bought or addedQ4 22: 144 cut or sold outQ4 22Q1 23: 0 bought or addedQ1 23: 241 cut or sold outQ1 23
Numbers
QuarterBought or addedCut or sold out
Q4 2022137144
Q1 20230241

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$2m$4m$6mQ3 22 calls: $729.0kQ3 22 puts: $239.0kQ3 22P/C 0.33Q4 22 calls: $2.0mQ4 22 puts: $5.4mQ4 22P/C 2.77Q1 23 calls: $25.0kQ1 23 puts: $1.4mQ1 23P/C 55.78
Numbers
QuarterCallsPutsP/C
Q3 2022$729.0k$239.0k0.33
Q4 2022$2.0m$5.4m2.77
Q1 2023$25.0k$1.4m55.78

Biggest buyers

None

Biggest sellers

VANGUARD GROUP INC Sold out -6,234,553-6.2m
BlackRock Inc. Sold out -5,769,755-5.8m
ALPINE ASSOCIATES MANAGEMENT INC. Sold out -2,762,100-2.8m
MACQUARIE GROUP LTD Sold out -2,194,604-2.2m
Champlain Investment Partners, LLC Sold out -2,068,710-2.1m
TIG Advisors, LLC Sold out -2,026,851-2.0m
SOROS FUND MANAGEMENT LLC Sold out -2,000,001-2.0m
DIMENSIONAL FUND ADVISORS LP Sold out -1,950,337-2.0m
STATE STREET CORP Sold out -1,356,162-1.4m
Magnetar Financial LLC Sold out -1,330,998-1.3m

Biggest calls

SIMPLEX TRADING, LLC Added $25.0k10.1k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

Maven Securities LTD Reduced $1.4m22.5k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares
SIMPLEX TRADING, LLC Reduced $07.4k shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Holders, Q1 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 FDx Advisors, Inc. 0.01% of their portfolio BERWYN, PA 4,6304.6k $277.0k $277.0k 0.01% Unchanged
2 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 1919 $792 $792 0.00% Reduced -166 -166
3 HUNTINGTON NATIONAL BANK 0.00% of their portfolio COLUMBUS, OH 11 $62 $62 0.00% Unchanged
4 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 00 $0 $0 0.00% Reduced -719 -719
5 Column Capital Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 00 $0 $0 0.00% Reduced -176 -176
6 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 00 $0 $0 0.00% Reduced -411 -411
7 Ellevest, Inc. 0.00% of their portfolio NEW YORK, NY 00 $0 $0 0.00% Reduced -46 -46
8 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 00 $0 $0 0.00% Reduced -13.3k -13,269
9 Parallel Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 00 $0 $0 0.00% Reduced -164 -164
10 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 00 $0 $0 0.00% Reduced -61 -61
11 Disciplined Investments, LLC 0.00% of their portfolio TULSA, OK 00 $0 $0 0.00% Reduced -16 -16