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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
FWCM
526
Ferguson Wellman Capital Management
Oregon
$927K +$344 +2 +0%
D.E. Shaw & Co
527
D.E. Shaw & Co
New York
$917K -$10.5M -60,840 -92%
TI
528
Tidal Investments
Wisconsin
$902K +$111K +646 +15%
BWM
529
Biltmore Wealth Management
Arizona
$893K
HWM
530
HB Wealth Management
Georgia
$890K +$19.8K +115 +2%
SFA
531
Sequoia Financial Advisors
Ohio
$888K -$170K -987 -17%
SPC
532
Spirepoint Private Client
Florida
$887K +$836K +4,852 New
MFS
533
Mirabella Financial Services
United Kingdom
$883K +$832K +4,830 New
VI
534
Vestcor Inc
New Brunswick, Canada
$882K -$6.89K -40 -0.8%
SI
535
Sapience Investments
California
$882K -$2.24K -13 -0.3%
CCM
536
Coldstream Capital Management
Washington
$881K -$1.21K -7 -0.1%
MM
537
MQS Management
New York
$878K +$827K +4,801 New
BAMF
538
BI Asset Management Fondsmaeglerselskab
Denmark
$870K -$208K -1,210 -20%
O
539
Ossiam
France
$861K -$161K -936 -17%
HFM
540
Hartford Funds Management
Pennsylvania
$843K +$70.6K +410 +10%
LRWA
541
Long Run Wealth Advisors
New York
$841K
VEA
542
Virtus ETF Advisers
New York
$840K +$76.1K +442 +11%
DWA
543
Douglass Winthrop Advisors
New York
$837K -$68.9K -400 -8%
CIC
544
Carnegie Investment Counsel
Ohio
$834K +$785K +4,560 New
BPA
545
Beacon Pointe Advisors
California
$828K +$78.4K +455 +11%
SEC
546
Seven Eight Capital
New York
$826K -$587K -3,407 -43%
BC
547
Bridgefront Capital
Texas
$822K +$160K +929 +26%
BMCM
548
Bryn Mawr Capital Management
Pennsylvania
$822K -$17.1K -99 -2%
SWP
549
Stratos Wealth Partners
Ohio
$817K +$99.7K +579 +15%
TFGT
550
TS Financial Group (TSFG)
Illinois
$815K

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.