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774 hedge funds and large institutions have $29.2B invested in Ametek in 2023 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 252 increasing their positions, 328 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

343% more call options, than puts

Call options by funds: $30M | Put options by funds: $6.77M

2% more capital invested

Capital invested by funds: $28.7B → $29.2B (+$451M)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

6% less first-time investments, than exits

New positions opened: 61 | Existing positions closed: 65

2% less funds holding

Funds holding: 787774 (-13)

1.66% less ownership

Funds ownership: 88.89%87.23% (-1.7%)

23% less repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 328

Holders
774
Holders Change
-13
Holders Change %
-1.65%
% of All Funds
12.33%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
61
Increased
252
Reduced
328
Closed
65
Calls
$30M
Puts
$6.77M
Net Calls
+$23.2M
Net Calls Change
+$3.21M
Name Holding Trade Value Shares
Change
Change in
Stake
JFG
326
Jefferies Financial Group
New York
$2.59M +$827K +5,820 +49%
Pacer Advisors
327
Pacer Advisors
Pennsylvania
$2.58M -$8.52M -59,964 -77%
CS
328
Candriam SCA
Luxembourg
$2.57M -$21.5K -151 -0.8%
OPERF
329
Oregon Public Employees Retirement Fund
Oregon
$2.56M
MCM
330
MAI Capital Management
Ohio
$2.55M -$3.27K -23 -0.1%
1832 Asset Management
331
1832 Asset Management
Ontario, Canada
$2.54M +$536K +3,773 +27%
QIM
332
Quest Investment Management
Oregon
$2.53M -$2.02M -14,216 -45%
HP
333
Hikari Power
Japan
$2.53M
TCPG
334
Trivant Custom Portfolio Group
California
$2.46M +$2.41M +16,931 New
JIC
335
Johnson Investment Counsel
Ohio
$2.43M
EAM
336
Erste Asset Management
Austria
$2.43M
KJHP
337
K.J. Harrison & Partners
Ontario, Canada
$2.39M
TCM
338
Twin Capital Management
Pennsylvania
$2.38M +$808K +5,684 +53%
Creative Planning
339
Creative Planning
Kansas
$2.31M -$66.5K -468 -3%
EI
340
Ethic Inc
New York
$2.28M +$1.04M +7,284 +87%
Rafferty Asset Management
341
Rafferty Asset Management
New York
$2.18M +$88K +619 +4%
LSERS
342
Louisiana State Employees Retirement System
Louisiana
$2.17M +$14.2K +100 +0.7%
CGH
343
Crossmark Global Holdings
Texas
$2.15M -$134K -942 -6%
NB
344
Norinchukin Bank
Japan
$2.15M +$63.8K +449 +3%
BCCM
345
Bridge Creek Capital Management
Massachusetts
$2.15M -$64.7K -455 -3%
FDCDDQ
346
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.15M +$181K +1,270 +9%
PAMP
347
Polar Asset Management Partners
Ontario, Canada
$2.14M -$12.9M -90,700 -86%
SIA
348
Sit Investment Associates
Minnesota
$2.13M
TSW
349
Thompson Siegel & Walmsley
Virginia
$2.12M
Bank Julius Baer & Co
350
Bank Julius Baer & Co
Switzerland
$2.07M -$378K -2,658 -16%

AME Hedge Fund Activity: Q1 2023 in Review

774 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Ametek (AME) for Q1 2023, worth a combined $29.2B — up 1.6% from $28.7B a quarter earlier.

Sellers outnumbered buyers: 65 funds closed out of AME and 61 opened new positions — a net loss of 4 holders — while 328 trimmed existing stakes and 252 added.

The largest buyer was Fidelity Investments, adding an estimated $369M. The largest seller was UBS AM, cutting an estimated $475M.

  • 774 institutional investors held Ametek (AME) as of Q1 2023, down from 787 in Q4 2022.
  • Funds reported $29.2B of Ametek stock for Q1 2023, up 1.6% quarter-over-quarter.
  • 61 funds opened new Ametek positions in Q1 2023 and 65 closed out, a net change of -4 holders.
  • The largest Ametek buyer in Q1 2023 was Fidelity Investments, an estimated $369M added.
  • The largest Ametek seller in Q1 2023 was UBS AM, an estimated $475M sold.

Based on aggregated 13F filings for Q1 2023.