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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
S
476
SignatureFD
Georgia
$703K +$13.8K +97 +2%
BBA
477
Baader Bank Aktiengesellschaft
Germany
$700K
PMA
478
Prudent Man Advisors
Illinois
$691K -$2.98K -21 -0.4%
Federated Hermes
479
Federated Hermes
Pennsylvania
$691K -$58.3K -410 -8%
Cambridge Investment Research Advisors
480
Cambridge Investment Research Advisors
Iowa
$686K +$14.6K +103 +2%
TCM
481
Tributary Capital Management
Nebraska
$682K -$15.6K -110 -2%
BF
482
BOK Financial
Oklahoma
$671K -$151K -1,063 -19%
DFCM
483
Dark Forest Capital Management
Puerto Rico
$670K +$655K +4,610 New
LRWA
484
Long Run Wealth Advisors
New York
$661K -$5.69K -40 -0.9%
SW
485
SVB Wealth
Massachusetts
$657K -$74.9K -527 -10%
TFGT
486
TS Financial Group (TSFG)
Illinois
$649K +$70.5K +496 +12%
SP
487
Symmetry Partners
Connecticut
$646K
GT
488
Greenleaf Trust
Michigan
$645K +$4.26K +30 +0.7%
IFS
489
Ifrah Financial Services
Arkansas
$643K -$15.5K -109 -2%
GCMG
490
Gyroscope Capital Management Group
Florida
$639K +$625K +4,400 New
HWM
491
HB Wealth Management
Georgia
$635K +$29.6K +208 +5%
CCM
492
Coldstream Capital Management
Washington
$630K +$13.1K +92 +2%
EWA
493
EP Wealth Advisors
California
$616K -$2.13K -15 -0.4%
LIM
494
Leavell Investment Management
Alabama
$603K -$334K -2,350 -36%
TCM
495
Teza Capital Management
Illinois
$600K +$29.3K +206 +5%
RMC
496
Resources Management Corp
Connecticut
$598K -$1.22M -8,579 -84%
CW
497
Connectus Wealth
Ohio
$590K -$84.4K -594 -13%
QCM
498
Quantinno Capital Management
New York
$580K -$11.5K -81 -2%
SAM
499
Shell Asset Management
Netherlands
$580K
SFA
500
Sequoia Financial Advisors
Ohio
$579K +$38.4K +270 +7%

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.