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581 hedge funds and large institutions have $14.3B invested in Ametek in 2018 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 223 increasing their positions, 206 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more call options, than puts

Call options by funds: $3.29M | Put options by funds: $2.92M

1.09% more ownership

Funds ownership: 85.3%86.39% (+1.1%)

10% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 41

8% more repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 206

0% more funds holding

Funds holding: 579581 (+2)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

5% less capital invested

Capital invested by funds: $15B → $14.3B (-$721M)

Holders
581
Holders Change
+2
Holders Change %
+0.35%
% of All Funds
13.3%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
45
Increased
223
Reduced
206
Closed
41
Calls
$3.29M
Puts
$2.92M
Net Calls
+$374K
Net Calls Change
-$555K
Name Holding Trade Value Shares
Change
Change in
Stake
WT
526
Whittier Trust
California
$33K
Northwestern Mutual Wealth Management
527
Northwestern Mutual Wealth Management
Wisconsin
$31K -$17.1K -231 -34%
RCAG
528
Rehmann Capital Advisory Group
Michigan
$30.3K -$5.41K -73 -15%
GAM
529
Gemmer Asset Management
California
$26K
PA
530
Parallel Advisors
California
$26K +$3.19K +43 +13%
PCP
531
Proficio Capital Partners
Massachusetts
$25K -$3.48K -47 -12%
AssetMark Inc
532
AssetMark Inc
California
$25K
SF
533
Synovus Financial
Georgia
$22K
IA
534
IFP Advisors
Florida
$22K +$17.2K +232 +314%
PCG
535
Private Capital Group
Connecticut
$21K
PO
536
Private Ocean
California
$20K
PFBT
537
Parkside Financial Bank & Trust
Missouri
$19K -$8.45K -114 -30%
MSE
538
MUFG Securities EMEA
United Kingdom
$19K +$19.2K +259 New
SNT
539
Security National Trust
West Virginia
$17K
TCOV
540
Trust Company of Vermont
Vermont
$16K +$16.5K +223 New
QAM
541
QCI Asset Management
New York
$14K -$14.8K -200 -50%
TFS
542
TrustCore Financial Services
Tennessee
$14K
HR
543
Howe & Rusling
New York
$11K -$233K -3,150 -96%
TFA
544
Toth Financial Advisory
Virginia
$11K
LFA
545
Legacy Financial Advisors
Kentucky
$11K +$1.85K +25 +21%
CAW
546
Cornerstone Advisors (Washington)
Washington
$10K -$29.9K -404 -74%
EARNEST Partners
547
EARNEST Partners
Georgia
$10K
FC
548
Ferris Capital
Massachusetts
$10K
TCCM
549
Timber Creek Capital Management
Massachusetts
$10K
JA
550
JOYN Advisors
Georgia
$10K +$10.3K +139 +3,475%