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770 hedge funds and large institutions have $29.2B invested in Ametek in 2021 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 271 increasing their positions, 251 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 66

17% more capital invested

Capital invested by funds: $24.8B → $29.2B (+$4.32B)

17% more call options, than puts

Call options by funds: $20.2M | Put options by funds: $17.4M

8% more funds holding

Funds holding: 715770 (+55)

8% more repeat investments, than reductions

Existing positions increased: 271 | Existing positions reduced: 251

0.11% more ownership

Funds ownership: 86.73%86.84% (+0.11%)

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

Holders
770
Holders Change
+55
Holders Change %
+7.69%
% of All Funds
11.85%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.15%
New
133
Increased
271
Reduced
251
Closed
66
Calls
$20.2M
Puts
$17.4M
Net Calls
+$2.88M
Net Calls Change
+$18.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
551
Congress Wealth Management
Massachusetts
$343K +$319K +2,328 New
CA
552
Clearstead Advisors
Ohio
$341K -$821 -6 -0.3%
QCM
553
Quantinno Capital Management
New York
$337K +$314K +2,294 New
NA
554
NewEdge Advisors
Louisiana
$330K
WT
555
Washington Trust
Rhode Island
$327K +$4.65K +34 +2%
OSAM
556
O'Shaughnessy Asset Management
Connecticut
$320K +$82.4K +602 +38%
A
557
AustralianSuper
Australia
$319K +$784K +5,731 +0.3%
KPW
558
Kore Private Wealth
New York
$317K -$142K -1,036 -32%
CGL
559
Clarius Group LLC
Washington
$307K +$20.9K +153 +8%
WTC
560
WhitTier Trust Company
Nevada
$306K -$82.1K -600 -22%
SM
561
Sciencast Management
New Jersey
$305K -$2.21M -16,136 -88%
MFGM
562
Marshall Financial Group (Maryland)
Maryland
$303K -$475K -3,470 -63%
TNA
563
True North Advisors
Texas
$303K +$282K +2,061 New
Cetera Investment Advisers
564
Cetera Investment Advisers
Illinois
$301K -$104K -761 -27%
BS
565
Boenning & Scattergood
Pennsylvania
$301K
GC
566
Gilbert & Cook
Iowa
$301K +$4.24K +31 +2%
CWP
567
Concord Wealth Partners
Virginia
$301K +$201K +1,469 +254%
BCV
568
Banque Cantonale Vaudoise
Switzerland
$300K
Federated Hermes
569
Federated Hermes
Pennsylvania
$299K -$634K -4,635 -70%
NA
570
Navellier & Associates
Nevada
$297K -$821 -6 -0.3%
MGP
571
Metis Global Partners
California
$297K +$276K +2,019 New
RC
572
RegentAtlantic Capital
New Jersey
$296K +$9.85K +72 +4%
BPA
573
Beacon Pointe Advisors
California
$295K -$50.8K -371 -16%
CFB
574
Cullen/Frost Bankers
Texas
$293K
GW
575
GW & Wade
Massachusetts
$291K +$958 +7 +0.4%