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579 hedge funds and large institutions have $15B invested in Ametek in 2018 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 194 increasing their positions, 217 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 41

16% more call options, than puts

Call options by funds: $6.84M | Put options by funds: $5.91M

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

4% more funds holding

Funds holding: 559579 (+20)

4% more capital invested

Capital invested by funds: $14.5B → $15B (+$555M)

0.98% less ownership

Funds ownership: 86.28%85.3% (-0.98%)

11% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 217

Holders
579
Holders Change
+20
Holders Change %
+3.58%
% of All Funds
13.27%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.21%
New
68
Increased
194
Reduced
217
Closed
41
Calls
$6.84M
Puts
$5.91M
Net Calls
+$929K
Net Calls Change
+$6.25M
Name Holding Trade Value Shares
Change
Change in
Stake
HPC
451
HM Payson & Co
Maine
$258K -$7.59K -100 -3%
NB
452
Nicolet Bankshares
Wisconsin
$258K -$1.9K -25 -0.7%
RM
453
Resource Management
Louisiana
$256K
IUHSA
454
Itau Unibanco Holding S.A.
Brazil
$256K +$119K +1,564 +87%
KeyBank National Association
455
KeyBank National Association
Ohio
$253K -$5.92K -78 -2%
HR
456
Howe & Rusling
New York
$251K -$3.49K -46 -1%
1WA
457
180 Wealth Advisors
Washington
$251K +$42.5K +559 +20%
CWA
458
Clarus Wealth Advisors
Arizona
$251K +$251K +3,305 New
AP
459
Advisor Partners
California
$250K +$18K +237 +8%
SL
460
Signition LP
New York
$240K +$240K +3,159 New
CNBT
461
Canandaigua National Bank & Trust
New York
$239K
II
462
Inspire Investing
Idaho
$238K +$48.4K +637 +25%
DWA
463
Douglass Winthrop Advisors
New York
$237K +$237K +3,125 New
LA
464
LexAurum Advisors
Kansas
$231K
QSS
465
Quantitative Systematic Strategies
Florida
$229K -$286K -3,772 -56%
CICI
466
Capital Investment Counsel Inc
North Carolina
$228K -$17.1K -225 -7%
FAAS
467
First Allied Advisory Services
California
$225K +$9.19K +121 +4%
CPH
468
C Partners Holding
Switzerland
$222K -$73.6K -969 -25%
CFG
469
Citizens Financial Group
Rhode Island
$222K -$46.5K -612 -17%
DADC
470
D.A. Davidson & Co
Montana
$220K
DILIC
471
Dai-ichi Life Insurance Company
Japan
$220K
EDRH
472
Edmond de Rothschild Holding
Switzerland
$219K +$12.7K +167 +6%
CCM
473
Catawba Capital Management
Virginia
$218K
QI
474
QS Investors
New York
$216K
HTC
475
Haverford Trust Company
Pennsylvania
$215K +$215K +2,829 New

AME Hedge Fund Activity: Q1 2018 in Review

579 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Ametek (AME) for Q1 2018, worth a combined $15B — up 3.8% from $14.5B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new AME positions and 41 closed out — a net gain of 27 holders — while 194 added to existing stakes and 217 trimmed.

The largest buyer was BlackRock, adding an estimated $89.7M. The largest seller was Fidelity Investments, cutting an estimated $200M.

  • 579 institutional investors held Ametek (AME) as of Q1 2018, up from 559 in Q4 2017.
  • Funds reported $15B of Ametek stock for Q1 2018, up 3.8% quarter-over-quarter.
  • 68 funds opened new Ametek positions in Q1 2018 and 41 closed out, a net change of +27 holders.
  • The largest Ametek buyer in Q1 2018 was BlackRock, an estimated $89.7M added.
  • The largest Ametek seller in Q1 2018 was Fidelity Investments, an estimated $200M sold.

Based on aggregated 13F filings for Q1 2018.