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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
CAM
376
Carret Asset Management
New York
$1.55M -$223K -1,570 -13%
NMERB
377
New Mexico Educational Retirement Board
New Mexico
$1.55M -$42.6K -300 -3%
WF
378
WoodTrust Financial
Wisconsin
$1.54M
Mercer Global Advisors
379
Mercer Global Advisors
Colorado
$1.53M +$49.6K +349 +3%
BCM
380
Bayesian Capital Management
New York
$1.52M +$1.48M +10,441 New
CAPTRUST Financial Advisors
381
CAPTRUST Financial Advisors
North Carolina
$1.49M -$88K -619 -6%
MLICM
382
Metropolitan Life Insurance Company (MetLife)
New York
$1.49M -$389K -2,740 -21%
CC
383
Cipher Capital
New York
$1.44M +$580K +4,077 +70%
RB
384
Rodgers Brothers
Pennsylvania
$1.43M -$35.5K -250 -2%
CWA
385
CM Wealth Advisors
Ohio
$1.39M +$1.47M +10,355 New
EOJOAM
386
E. Ohman J:or Asset Management
Sweden
$1.38M -$85.3K -600 -6%
API
387
Advisor Partners II
California
$1.37M -$137K -964 -9%
IC
388
IEQ Capital
California
$1.36M -$56.3K -396 -4%
AIA
389
Avalon Investment & Advisory
Texas
$1.35M -$215K -1,511 -14%
Jane Street
390
Jane Street
New York
$1.34M -$1.79M -12,603 -58%
SRAM
391
Spouting Rock Asset Management
Pennsylvania
$1.34M
CWP
392
Core Wealth Partners
California
$1.31M +$1.28M +9,000 New
BHWM
393
Bar Harbor Wealth Management
New Hampshire
$1.31M -$60.4K -425 -5%
AG
394
Ascent Group
Virginia
$1.3M +$459K +3,226 +56%
ACA
395
Affinity Capital Advisors
California
$1.29M
HW
396
Hancock Whitney
Mississippi
$1.28M -$380K -2,671 -23%
RJT
397
Raymond James Trust
Florida
$1.28M +$4.12K +29 +0.3%
PAG
398
Private Advisor Group
New Jersey
$1.27M +$24.9K +175 +2%
QCG
399
Quadrant Capital Group
Ohio
$1.22M -$29.3K -206 -2%
Vontobel Holding
400
Vontobel Holding
Switzerland
$1.22M +$176K +1,237 +17%

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.