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774 hedge funds and large institutions have $29.2B invested in Ametek in 2023 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 252 increasing their positions, 328 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

343% more call options, than puts

Call options by funds: $30M | Put options by funds: $6.77M

2% more capital invested

Capital invested by funds: $28.7B → $29.2B (+$451M)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

6% less first-time investments, than exits

New positions opened: 61 | Existing positions closed: 65

2% less funds holding

Funds holding: 787774 (-13)

1.66% less ownership

Funds ownership: 88.89%87.23% (-1.7%)

23% less repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 328

Holders
774
Holders Change
-13
Holders Change %
-1.65%
% of All Funds
12.33%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
61
Increased
252
Reduced
328
Closed
65
Calls
$30M
Puts
$6.77M
Net Calls
+$23.2M
Net Calls Change
+$3.21M
Name Holding Trade Value Shares
Change
Change in
Stake
CI
551
Cigna Investments
Connecticut
$403K -$6.82K -48 -2%
AIP
552
Ameritas Investment Partners
Nebraska
$403K
CW
553
CreativeOne Wealth
Kansas
$401K +$29.9K +210 +8%
MPWT
554
MassMutual Private Wealth & Trust
Connecticut
$401K +$3.27K +23 +0.8%
KAS
555
Kestra Advisory Services
Texas
$394K -$598K -4,206 -61%
IAG
556
Investment Advisory Group
Massachusetts
$392K
SPA
557
Sherbrooke Park Advisers
New York
$392K +$28.4K +200 +8%
QIM
558
Quantitative Investment Management
Virginia
$387K +$379K +2,665 New
GD
559
Grandfield & Dodd
New York
$385K
MFG
560
MidWestOne Financial Group
Iowa
$382K +$374K +2,628 New
CA
561
Clearstead Advisors
Ohio
$380K +$23K +162 +7%
MIA
562
MainStreet Investment Advisors
Illinois
$376K -$19.6K -138 -5%
BS
563
Bessemer Securities
New York
$375K
CG
564
Caprock Group
Idaho
$367K -$12.5K -88 -3%
PA
565
Profund Advisors
Maryland
$365K +$18.5K +130 +5%
WSTAM
566
Wilbanks Smith & Thomas Asset Management
Virginia
$364K
SC
567
Savant Capital
Illinois
$360K +$17.2K +121 +5%
BFO
568
Biltmore Family Office
North Carolina
$356K
CA
569
Cetera Advisors
Colorado
$355K +$41.1K +289 +13%
SSB
570
Sandy Spring Bank
Maryland
$352K
LFAS
571
Level Four Advisory Services
Texas
$352K +$344K +2,422 New
CGL
572
Clarius Group LLC
Washington
$350K -$13.8K -97 -4%
EWM
573
Empirical Wealth Management
Washington
$350K +$342K +2,405 New
CBFP
574
Cedar Brook Financial Partners
Ohio
$341K -$4.55K -32 -1%
FNBTCON
575
First National Bank & Trust Co of Newtown
Pennsylvania
$339K

AME Hedge Fund Activity: Q1 2023 in Review

774 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Ametek (AME) for Q1 2023, worth a combined $29.2B — up 1.6% from $28.7B a quarter earlier.

Sellers outnumbered buyers: 65 funds closed out of AME and 61 opened new positions — a net loss of 4 holders — while 328 trimmed existing stakes and 252 added.

The largest buyer was Fidelity Investments, adding an estimated $369M. The largest seller was UBS AM, cutting an estimated $475M.

  • 774 institutional investors held Ametek (AME) as of Q1 2023, down from 787 in Q4 2022.
  • Funds reported $29.2B of Ametek stock for Q1 2023, up 1.6% quarter-over-quarter.
  • 61 funds opened new Ametek positions in Q1 2023 and 65 closed out, a net change of -4 holders.
  • The largest Ametek buyer in Q1 2023 was Fidelity Investments, an estimated $369M added.
  • The largest Ametek seller in Q1 2023 was UBS AM, an estimated $475M sold.

Based on aggregated 13F filings for Q1 2023.