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751 hedge funds and large institutions have $22.5B invested in Ametek in 2022 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 276 increasing their positions, 280 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 57

1.9% more ownership

Funds ownership: 85.46%87.36% (+1.9%)

1% more funds holding

Funds holding: 742751 (+9)

5% more capital invested

Capital invested by funds: $21.4B → $22.5B (+$1.07B)

1% less repeat investments, than reductions

Existing positions increased: 276 | Existing positions reduced: 280

7% less call options, than puts

Call options by funds: $18.2M | Put options by funds: $19.7M

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

Holders
751
Holders Change
+9
Holders Change %
+1.21%
% of All Funds
12.94%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.17%
New
74
Increased
276
Reduced
280
Closed
57
Calls
$18.2M
Puts
$19.7M
Net Calls
-$1.46M
Net Calls Change
-$5.53M
Name Holding Trade Value Shares
Change
Change in
Stake
RC
501
RegentAtlantic Capital
New Jersey
$436K -$174K -1,448 -27%
HSA
502
HBK Sorce Advisory
Pennsylvania
$435K
SWP
503
Strategic Wealth Partners
Ohio
$433K -$32.7K -273 -7%
ASN
504
Advisory Services Network
Georgia
$432K +$5.75K +48 +1%
MSFS
505
Main Street Financial Solutions
Pennsylvania
$427K +$60.5K +505 +16%
CANY
506
Caxton Associates (New York)
New York
$425K -$395K -3,294 -47%
BP
507
Ballentine Partners
Massachusetts
$422K +$35.2K +294 +9%
AA
508
AlphaMark Advisors
Kentucky
$413K +$18K +150 +4%
JG
509
Jefferies Group
New York
$408K +$432K +3,600 New
APA
510
American Portfolios Advisors
New York
$405K -$29.1K -243 -6%
PCM
511
Penn Capital Management
Pennsylvania
$403K -$20.3K -169 -5%
SW
512
SVB Wealth
Massachusetts
$401K +$141K +1,178 +50%
PMA
513
Prudent Man Advisors
Illinois
$400K +$599 +5 +0.1%
CWM
514
CIBC World Markets
New York
$395K -$1.51M -12,636 -78%
SC
515
SRB Corp
Massachusetts
$384K +$405K +3,380 New
BPA
516
Beacon Pointe Advisors
California
$383K -$44.2K -369 -10%
VAS
517
Vestmark Advisory Solutions
Massachusetts
$383K -$28.5K -238 -7%
CPA
518
Cardiff Park Advisors
California
$383K -$599 -5 -0.1%
HWM
519
HB Wealth Management
Georgia
$383K +$89.7K +748 +28%
CWM
520
Connecticut Wealth Management
Connecticut
$382K +$164K +1,365 +68%
EGM
521
Engineers Gate Manager
New York
$381K -$6.17M -51,438 -94%
AAM
522
Aureus Asset Management
Massachusetts
$379K
CICI
523
Capital Investment Counsel Inc
North Carolina
$367K
5L
524
55I LLC
Massachusetts
$361K +$381K +3,179 New
FHA
525
First Horizon Advisors
Tennessee
$360K -$33.9K -283 -8%

AME Hedge Fund Activity: Q3 2022 in Review

751 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Ametek (AME) for Q3 2022, worth a combined $22.5B — up 5% from $21.4B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new AME positions and 57 closed out — a net gain of 17 holders — while 276 added to existing stakes and 280 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $234M. The largest seller was American Century Companies, cutting an estimated $194M.

  • 751 institutional investors held Ametek (AME) as of Q3 2022, up from 742 in Q2 2022.
  • Funds reported $22.5B of Ametek stock for Q3 2022, up 5% quarter-over-quarter.
  • 74 funds opened new Ametek positions in Q3 2022 and 57 closed out, a net change of +17 holders.
  • The largest Ametek buyer in Q3 2022 was Fidelity Investments, an estimated $234M added.
  • The largest Ametek seller in Q3 2022 was American Century Companies, an estimated $194M sold.

Based on aggregated 13F filings for Q3 2022.