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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
Bank of New York Mellon
26
Bank of New York Mellon
New York
$134M -$5.13M -67,564 -4%
Invesco
27
Invesco
Georgia
$127M -$5.82M -76,668 -4%
GF
28
Gabelli Funds
New York
$127M -$1.25M -16,500 -1%
GI
29
GAMCO Investors
Connecticut
$123M -$9.33M -122,850 -7%
Citadel Advisors
30
Citadel Advisors
Florida
$110M +$12.3M +161,968 +13%
Wells Fargo
31
Wells Fargo
California
$104M +$14.9M +196,378 +17%
CIP
32
Champlain Investment Partners
Vermont
$101M -$14.7M -193,925 -13%
AllianceBernstein
33
AllianceBernstein
Tennessee
$95.1M -$23.9M -314,650 -20%
Adage Capital Partners
34
Adage Capital Partners
Massachusetts
$94.4M +$35.5M +467,207 +60%
Prudential Financial
35
Prudential Financial
New Jersey
$87.4M -$9.76M -128,480 -10%
Franklin Resources
36
Franklin Resources
California
$86.3M -$2.37M -31,247 -3%
TCM
37
TimesSquare Capital Management
New York
$84.4M -$8.22M -108,280 -9%
Manulife (Manufacturers Life Insurance)
38
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$83.1M +$51.6M +679,049 +164%
Legal & General Group
39
Legal & General Group
United Kingdom
$82.1M -$5.62M -73,951 -6%
Dimensional Fund Advisors
40
Dimensional Fund Advisors
Texas
$78M +$352K +4,636 +0.5%
CB
41
Cooke & Bieler
Pennsylvania
$74.6M -$4.1M -54,049 -5%
Bank of America
42
Bank of America
North Carolina
$73.2M +$2.68M +35,240 +4%
TCIM
43
TIAA CREF Investment Management
New York
$71.8M -$2.95M -38,839 -4%
Victory Capital Management
44
Victory Capital Management
Texas
$70.3M -$3.47M -45,717 -5%
Charles Schwab
45
Charles Schwab
California
$65.1M +$2.62M +34,437 +4%
UBS AM
46
UBS AM
Illinois
$61.5M +$8.2M +107,920 +15%
New York State Common Retirement Fund
47
New York State Common Retirement Fund
New York
$61.5M -$474K -6,236 -0.8%
EIP
48
Epoch Investment Partners
New York
$60.6M -$1.76M -23,216 -3%
ClearBridge Investments
49
ClearBridge Investments
New York
$60.4M -$2.68M -35,349 -4%
Principal Financial Group
50
Principal Financial Group
Iowa
$59.8M +$19.7M +259,545 +49%

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.