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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
PWM
351
Perigon Wealth Management
California
$2.05M -$11.9K -84 -0.6%
Nomura Holdings
352
Nomura Holdings
Japan
$2.05M +$2M +14,090 New
DT
353
Diversified Trust
Tennessee
$2.04M -$18.1K -127 -0.9%
MYLI
354
Meiji Yasuda Life Insurance
Japan
$2.02M -$381K -2,683 -16%
VCM
355
Vigilant Capital Management
Maine
$2.01M -$2.7K -19 -0.1%
MF
356
Magnetar Financial
Illinois
$2.01M +$1.96M +13,822 New
OC
357
Oppenheimer & Co
New York
$1.96M -$87.8K -618 -4%
IB
358
Intrust Bank
Kansas
$1.94M -$10.7K -75 -0.6%
GIA
359
Gateway Investment Advisers
Ohio
$1.93M -$35K -246 -2%
KIC
360
Kensington Investment Counsel
California
$1.9M -$118K -831 -6%
TC
361
TownSquare Capital
Utah
$1.87M +$342K +2,409 +23%
SGI
362
Summit Global Investments
Utah
$1.86M -$125K -880 -6%
RC
363
Roundview Capital
New Jersey
$1.85M +$39.5K +278 +2%
OSAM
364
O'Shaughnessy Asset Management
Connecticut
$1.84M -$164K -1,153 -8%
SCM
365
Seascape Capital Management
New Hampshire
$1.8M +$183K +1,290 +12%
MGP
366
Metis Global Partners
California
$1.79M +$325K +2,283 +23%
SS
367
Simplicity Solutions
Minnesota
$1.77M +$567K +3,991 +49%
BFG
368
Bleakley Financial Group
New Jersey
$1.77M +$236K +1,657 +16%
OTPPB
369
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.76M +$1.72M +12,076 New
Handelsbanken Fonder
370
Handelsbanken Fonder
Sweden
$1.74M -$3.57M -25,114 -68%
PP
371
Prudential plc
United Kingdom
$1.73M -$145K -1,021 -8%
RG
372
Rathbones Group
United Kingdom
$1.71M -$203K -1,427 -11%
CWM
373
CIBC World Markets
New York
$1.69M -$2.19M -15,386 -57%
IMRF
374
Illinois Municipal Retirement Fund
Illinois
$1.68M
CCMG
375
Clark Capital Management Group
Pennsylvania
$1.56M -$1.28K -9 -0.1%

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.