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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
HNB
451
Huntington National Bank
Ohio
$855K +$16.6K +117 +2%
SWS
452
SYSTM Wealth Solutions
Illinois
$855K +$66.5K +468 +9%
CFG
453
Cooper Financial Group
California
$853K +$77.5K +545 +10%
KLC
454
Knowledge Leaders Capital
Colorado
$848K -$14.2K -100 -2%
SI
455
Sapience Investments
California
$839K
AWM
456
Apollon Wealth Management
South Carolina
$834K -$4.26K -30 -0.5%
PAM
457
Paradigm Asset Management
New York
$828K
CG
458
Colony Group
Massachusetts
$818K +$3.84K +27 +0.5%
AAM
459
Advisors Asset Management
Colorado
$799K -$13.1K -92 -2%
DWA
460
Douglass Winthrop Advisors
New York
$789K -$10.7K -75 -1%
ABC
461
Associated Banc-Corp
Wisconsin
$788K +$2.7K +19 +0.4%
VI
462
Vestcor Inc
New Brunswick, Canada
$787K -$3.41K -24 -0.4%
PAM
463
Panagora Asset Management
Massachusetts
$785K -$227K -1,598 -23%
FWA
464
FSM Wealth Advisors
Ohio
$776K +$1.71K +12 +0.2%
EF
465
Empowered Funds
Pennsylvania
$767K +$44.1K +310 +6%
HSA
466
HBK Sorce Advisory
Pennsylvania
$762K -$630K -4,432 -46%
CQS
467
Credential Qtrade Securities
$761K -$16.6K -117 -2%
STA
468
Summit Trail Advisors
New York
$759K +$81.4K +573 +12%
AWM
469
AE Wealth Management
Kansas
$753K -$935K -6,577 -56%
AWM
470
Avior Wealth Management
Nebraska
$750K -$99.5K -700 -12%
AIMCA
471
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$741K +$725K +5,100 New
IIA
472
ICW Investment Advisors
Arizona
$726K +$25K +176 +4%
NLGIA
473
Nippon Life Global Investors Americas
New York
$724K -$473K -3,330 -40%
Fifth Third Bancorp
474
Fifth Third Bancorp
Ohio
$723K +$38.7K +272 +6%
AIM
475
Achmea Investment Management
Netherlands
$717K

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.