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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
LOAME
476
Lombard Odier Asset Management (Europe)
United Kingdom
$214K -$2.05K -27 -1%
PPSG
477
Princeton Portfolio Strategies Group
New Jersey
$211K +$211K +2,782 New
LNWWM
478
Laird Norton Wetherby Wealth Management
California
$210K +$210K +2,765 New
KBFS
479
Kohmann Bosshard Financial Services
Ohio
$209K
Mackenzie Financial
480
Mackenzie Financial
Ontario, Canada
$207K -$63.5K -836 -23%
RFM
481
Royal Fund Management
Florida
$207K -$1.82K -24 -0.9%
JG
482
Jefferies Group
New York
$206K +$206K +2,716 New
MPI
483
Mairs & Power Inc
Minnesota
$205K +$205K +2,700 New
FTIOP
484
Fiduciary Trust International of Pennsylvania
Pennsylvania
$203K +$203K +2,678 New
C
485
Cerebellum
California
$193K +$106K +1,402 +122%
CTC
486
Central Trust Company
Missouri
$189K -$4.1K -54 -2%
SDIC
487
South Dakota Investment Council
South Dakota
$182K
RIM
488
Rampart Investment Management
Connecticut
$178K +$178K +2,343 New
MDCM
489
Morgan Dempsey Capital Management
Wisconsin
$174K -$6.23K -82 -3%
GWM
490
Geneos Wealth Management
Colorado
$121K
AIM
491
Acropolis Investment Management
Missouri
$113K
TPCM
492
Three Peaks Capital Management
Colorado
$111K +$111K +1,465 New
MMG
493
Monetary Management Group
Missouri
$110K
RWP
494
RWA Wealth Partners
Massachusetts
$103K +$103K +1,350 New
EMG
495
ETF Managers Group
New Jersey
$97K +$12.3K +162 +14%
ARMT
496
Amica Retiree Medical Trust
Rhode Island
$96K
ST
497
Smithfield Trust
Pennsylvania
$95K
Acadian Asset Management
498
Acadian Asset Management
Massachusetts
$90K
WAM
499
Wealthspire Advisors (Maryland)
Maryland
$83K +$5.77K +76 +7%
FPFS
500
First Personal Financial Services
North Carolina
$76K -$106K -1,399 -58%

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.