We are live on ! Find out more

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
UH
426
Unigestion Holding
Switzerland
$1.01M -$238K -1,671 -19%
GCM
427
Graham Capital Management
Connecticut
$1.01M +$988K +6,948 New
CAN
428
Cetera Advisor Networks
California
$1.01M +$38.2K +269 +4%
JWCA
429
J.W. Coons Advisors
Ohio
$1M -$11.4K -80 -1%
FPAS
430
Focus Partners Advisor Solutions
Missouri
$999K -$21K -148 -2%
MFG
431
Monte Financial Group
Connecticut
$985K +$63.5K +447 +7%
CSS
432
Cubist Systematic Strategies
Connecticut
$983K -$553K -3,891 -37%
Cetera Investment Advisers
433
Cetera Investment Advisers
Illinois
$961K -$18.2K -128 -2%
PA
434
PFG Advisors
Arizona
$958K +$707K +4,972 +307%
TRCT
435
Tower Research Capital (TRC)
New York
$956K +$244K +1,715 +35%
IWA
436
IVC Wealth Advisors
Pennsylvania
$941K
NCM
437
Noesis Capital Mangement
Florida
$938K
BBHC
438
Brown Brothers Harriman & Co
New York
$936K +$5.4K +38 +0.6%
EF
439
Empirical Finance
Pennsylvania
$927K +$42.9K +302 +5%
BBVA
440
Banco Bilbao Vizcaya Argentaria
Spain
$917K +$181K +1,272 +25%
BWM
441
Biltmore Wealth Management
Arizona
$912K -$16.1K -113 -2%
VEA
442
Virtus ETF Advisers
New York
$902K -$39.1K -275 -4%
SFI
443
Siemens Fonds Invest
Germany
$896K -$1.71K -12 -0.2%
MAS
444
Meeder Advisory Services
Ohio
$895K -$34.7K -244 -4%
SDIC
445
South Dakota Investment Council
South Dakota
$894K
MFGM
446
Marshall Financial Group (Maryland)
Maryland
$875K -$254K -1,789 -23%
BCM
447
Brasada Capital Management
Texas
$872K -$142K -1,000 -14%
CB
448
Community Bank
New York
$872K
FWCM
449
Ferguson Wellman Capital Management
Oregon
$860K -$162K -1,141 -16%
Northwestern Mutual Wealth Management
450
Northwestern Mutual Wealth Management
Wisconsin
$860K -$33.5K -236 -4%

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.