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908 hedge funds and large institutions have $37B invested in Ametek in 2024 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 334 increasing their positions, 313 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

561% more call options, than puts

Call options by funds: $64.4M | Put options by funds: $9.74M

111% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 55

20% more funds holding in top 10

Funds holding in top 10: 1518 (+3)

9% more capital invested

Capital invested by funds: $34B → $37B (+$3.07B)

6% more funds holding

Funds holding: 855908 (+53)

7% more repeat investments, than reductions

Existing positions increased: 334 | Existing positions reduced: 313

1.56% less ownership

Funds ownership: 89.23%87.67% (-1.6%)

Holders
908
Holders Change
+53
Holders Change %
+6.2%
% of All Funds
13.08%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.26%
New
116
Increased
334
Reduced
313
Closed
55
Calls
$64.4M
Puts
$9.74M
Net Calls
+$54.7M
Net Calls Change
-$1.93M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
501
Aigen Investment Management
New York
$1.09M +$1.02M +5,939 New
FWA
502
FSM Wealth Advisors
Ohio
$1.08M +$6.72K +39 +0.7%
IIA
503
ICW Investment Advisors
Arizona
$1.08M +$18.3K +106 +2%
MWM
504
Modera Wealth Management
New Jersey
$1.06M +$2.76K +16 +0.3%
Jones Financial Companies
505
Jones Financial Companies
Missouri
$1.04M +$433K +2,511 +79%
Cambridge Investment Research Advisors
506
Cambridge Investment Research Advisors
Iowa
$1.03M -$1.53M -8,889 -61%
DPAM
507
Degroof Petercam Asset Management
Belgium
$1.02M -$258K -1,500 -21%
SWM
508
SeaCrest Wealth Management
New York
$1.02M +$1.72K +10 +0.2%
PNAA
509
Pictet North America Advisors
Switzerland
$1.02M +$961K +5,580 New
FTDI
510
First Trust Direct Indexing
Massachusetts
$1.01M +$161K +936 +20%
FIM
511
Freedom Investment Management
Connecticut
$1M -$114K -659 -11%
MAS
512
Meeder Advisory Services
Ohio
$995K +$53.1K +308 +6%
OQS
513
Occudo Quantitative Strategies
Florida
$994K +$936K +5,435 New
ABC
514
Associated Banc-Corp
Wisconsin
$988K
Man Group
515
Man Group
United Kingdom
$986K -$11.2M -64,739 -92%
KeyBank National Association
516
KeyBank National Association
Ohio
$978K -$4.31K -25 -0.5%
LA
517
LBP AM
France
$969K -$1.66M -9,627 -65%
CFG
518
Cooper Financial Group
California
$952K -$203K -1,181 -18%
CB
519
Community Bank
New York
$951K
CSS
520
Cubist Systematic Strategies
Connecticut
$950K -$3.26M -18,936 -78%
Public Sector Pension Investment Board (PSP Investments)
521
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$936K -$17.2K -100 -2%
AIMCA
522
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$933K
VA
523
Vident Advisory
Georgia
$930K -$12.5M -72,514 -93%
NIM
524
NEOS Investment Management
Connecticut
$930K +$315K +1,826 +56%
SWS
525
SYSTM Wealth Solutions
Illinois
$927K -$95.4K -554 -10%

AME Hedge Fund Activity: Q1 2024 in Review

908 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Ametek (AME) for Q1 2024, worth a combined $37B — up 9% from $34B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new AME positions and 55 closed out — a net gain of 61 holders — while 334 added to existing stakes and 313 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $397M. The largest seller was Morgan Stanley, cutting an estimated $695M.

  • 908 institutional investors held Ametek (AME) as of Q1 2024, up from 855 in Q4 2023.
  • Funds reported $37B of Ametek stock for Q1 2024, up 9% quarter-over-quarter.
  • 116 funds opened new Ametek positions in Q1 2024 and 55 closed out, a net change of +61 holders.
  • The largest Ametek buyer in Q1 2024 was JP Morgan Chase, an estimated $397M added.
  • The largest Ametek seller in Q1 2024 was Morgan Stanley, an estimated $695M sold.

Based on aggregated 13F filings for Q1 2024.