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751 hedge funds and large institutions have $22.5B invested in Ametek in 2022 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 276 increasing their positions, 280 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 57

1.9% more ownership

Funds ownership: 85.46%87.36% (+1.9%)

1% more funds holding

Funds holding: 742751 (+9)

5% more capital invested

Capital invested by funds: $21.4B → $22.5B (+$1.07B)

1% less repeat investments, than reductions

Existing positions increased: 276 | Existing positions reduced: 280

7% less call options, than puts

Call options by funds: $18.2M | Put options by funds: $19.7M

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

Holders
751
Holders Change
+9
Holders Change %
+1.21%
% of All Funds
12.94%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.17%
New
74
Increased
276
Reduced
280
Closed
57
Calls
$18.2M
Puts
$19.7M
Net Calls
-$1.46M
Net Calls Change
-$5.53M
Name Holding Trade Value Shares
Change
Change in
Stake
ETH
551
Exos TFP Holdings
New York
$313K +$331K +2,762 New
FTDI
552
First Trust Direct Indexing
Massachusetts
$312K +$22.7K +189 +7%
TMAM
553
Tokio Marine Asset Management
Japan
$311K +$42.7K +356 +15%
MWM
554
Modera Wealth Management
New Jersey
$310K -$360 -3 -0.1%
MFS
555
Mirabella Financial Services
United Kingdom
$308K +$326K +2,722 New
BAM
556
Blueshift Asset Management
New Jersey
$306K -$1.04M -8,655 -76%
IAG
557
Investment Advisory Group
Massachusetts
$306K
VWM
558
Venturi Wealth Management
Texas
$305K -$59.9K -500 -16%
SFA
559
Sequoia Financial Advisors
Ohio
$304K +$8.15K +68 +3%
TI
560
Tidal Investments
Wisconsin
$301K +$7.79K +65 +3%
UB
561
UMB Bank
Missouri
$297K -$2.28K -19 -0.7%
BS
562
Bessemer Securities
New York
$293K
Federated Hermes
563
Federated Hermes
Pennsylvania
$293K +$86.7K +723 +39%
AA
564
ALPS Advisors
Colorado
$291K -$12.6K -105 -4%
GD
565
Grandfield & Dodd
New York
$290K
PJSIMP
566
P.J. Schmidt Investment Management (PJS)
Wisconsin
$288K +$13.4K +112 +5%
CGL
567
Clarius Group LLC
Washington
$285K +$32.1K +268 +12%
OAM
568
Oppenheimer Asset Management
New York
$284K -$111K -927 -27%
WSTAM
569
Wilbanks Smith & Thomas Asset Management
Virginia
$284K
CA
570
Clearstead Advisors
Ohio
$281K +$2.4K +20 +0.8%
CW
571
CreativeOne Wealth
Kansas
$280K +$27K +225 +10%
EFSCE
572
Enterprise Financial Services Corp (EFSC)
Missouri
$279K -$5.51K -46 -2%
Carson Wealth (CWM LLC)
573
Carson Wealth (CWM LLC)
Nebraska
$277K +$15.9K +133 +6%
SSB
574
Sandy Spring Bank
Maryland
$275K
AWS
575
Atria Wealth Solutions
New York
$269K -$7.07K -59 -2%

AME Hedge Fund Activity: Q3 2022 in Review

751 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Ametek (AME) for Q3 2022, worth a combined $22.5B — up 5% from $21.4B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new AME positions and 57 closed out — a net gain of 17 holders — while 276 added to existing stakes and 280 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $234M. The largest seller was American Century Companies, cutting an estimated $194M.

  • 751 institutional investors held Ametek (AME) as of Q3 2022, up from 742 in Q2 2022.
  • Funds reported $22.5B of Ametek stock for Q3 2022, up 5% quarter-over-quarter.
  • 74 funds opened new Ametek positions in Q3 2022 and 57 closed out, a net change of +17 holders.
  • The largest Ametek buyer in Q3 2022 was Fidelity Investments, an estimated $234M added.
  • The largest Ametek seller in Q3 2022 was American Century Companies, an estimated $194M sold.

Based on aggregated 13F filings for Q3 2022.