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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
TRCT
501
Tower Research Capital (TRC)
New York
$76K +$9.57K +126 +14%
SWM
502
SeaCrest Wealth Management
New York
$70K
PHK
503
Point72 Hong Kong
Hong Kong
$69K +$69K +909 New
BAM
504
Barrett Asset Management
New York
$64K
HL
505
Harding Loevner
New Jersey
$62K -$7.59K -100 -11%
CBOA
506
Commonwealth Bank of Australia
Australia
$62K +$38K +500 +150%
S
507
SignatureFD
Georgia
$62K +$61.7K +813 New
MRCM
508
M&R Capital Management
New Jersey
$60K
FGC
509
Financial Gravity Companies
Texas
$57K +$29K +382 +89%
FGAM
510
Financial Gravity Asset Management
Texas
$57K +$61.6K +811 New
Northwestern Mutual Wealth Management
511
Northwestern Mutual Wealth Management
Wisconsin
$51K -$2.2K -29 -4%
BCI
512
Brinker Capital Investments
Pennsylvania
$51K
Fuller & Thaler Asset Management
513
Fuller & Thaler Asset Management
California
$49K
CAPTRUST Financial Advisors
514
CAPTRUST Financial Advisors
North Carolina
$47K +$4.56K +60 +10%
WTC
515
WhitTier Trust Company
Nevada
$46K +$45.6K +600 New
CAW
516
Cornerstone Advisors (Washington)
Washington
$42K
APA
517
American Portfolios Advisors
New York
$41.3K +$37.4K +493 +986%
GLI
518
Guardian Life Insurance
New York
$40K -$16.7K -220 -29%
FANJ
519
Financial Architects (New Jersey)
New Jersey
$38K -$2.51K -33 -6%
LWCFA
520
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$38K
RCAG
521
Rehmann Capital Advisory Group
Michigan
$37K +$37.4K +493 New
WT
522
Whittier Trust
California
$35K
AIL
523
AGF Investments LLC
Ontario, Canada
$35K +$15.9K +210 +75%
QAM
524
QCI Asset Management
New York
$30K -$23.2K -305 -43%
PCP
525
Proficio Capital Partners
Massachusetts
$30K +$3.72K +49 +14%

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.