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692 hedge funds and large institutions have $25.5B invested in Ametek in 2021 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 254 increasing their positions, 242 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 57

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

1% more funds holding

Funds holding: 683692 (+9)

5% more repeat investments, than reductions

Existing positions increased: 254 | Existing positions reduced: 242

3% more capital invested

Capital invested by funds: $24.6B → $25.5B (+$846M)

0.55% less ownership

Funds ownership: 87.08%86.53% (-0.55%)

5% less call options, than puts

Call options by funds: $18.7M | Put options by funds: $19.7M

Holders
692
Holders Change
+9
Holders Change %
+1.32%
% of All Funds
12.15%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.21%
New
68
Increased
254
Reduced
242
Closed
57
Calls
$18.7M
Puts
$19.7M
Net Calls
-$1.02M
Net Calls Change
-$9.95M
Name Holding Trade Value Shares
Change
Change in
Stake
FFN
551
Focus Financial Network
Minnesota
$259K
CFB
552
Cullen/Frost Bankers
Texas
$255K
BAM
553
Barrett Asset Management
New York
$247K +$30.1K +249 +15%
GC
554
Gilbert & Cook
Iowa
$245K +$24.4K +202 +12%
CI Investments Inc
555
CI Investments Inc
Ontario, Canada
$243K -$71.6K -593 -24%
WT
556
Whittier Trust
California
$241K +$139K +1,152 +157%
CGL
557
Clarius Group LLC
Washington
$240K +$5.31K +44 +2%
YIA
558
YHB Investment Advisors
Connecticut
$238K -$139K -1,150 -39%
GW
559
GW & Wade
Massachusetts
$236K
GT
560
Glenview Trust
Kentucky
$226K
WF
561
WoodTrust Financial
Wisconsin
$224K
CPIG
562
Chicago Partners Investment Group
Illinois
$223K +$200K +1,658 New
CA
563
Cetera Advisors
Colorado
$222K -$29.5K -244 -12%
Wolverine Trading
564
Wolverine Trading
Illinois
$222K +$210K +1,742 New
Lido Advisors
565
Lido Advisors
California
$219K +$3.86K +32 +2%
WOC
566
West Oak Capital
California
$217K
CWM
567
Connecticut Wealth Management
Connecticut
$215K +$203K +1,684 New
BUB
568
BBVA USA Bancshares
Texas
$212K
KFC
569
Klingenstein Fields & Co
New York
$211K +$200K +1,653 New
CWP
570
Concord Wealth Partners
Virginia
$208K +$194K +1,605 +6,173%
SWP
571
Stratos Wealth Partners
Ohio
$207K +$195K +1,619 New
SWM
572
SeaCrest Wealth Management
New York
$207K +$196K +1,620 New
LP
573
LMR Partners
United Kingdom
$205K +$194K +1,605 New
EA
574
Elm Advisors
California
$204K
SFI
575
Susquehanna Fundamental Investments
Pennsylvania
$204K +$193K +1,600 New