903 hedge funds and large institutions have $37B invested in Ametek in 2024 Q1 according to their latest regulatory filings, with 114 funds opening new positions, 332 increasing their positions, 312 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
903
Holders Change
+51
Holders Change %
+5.99%
% of All Funds
13.09%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.26%
New
114
Increased
332
Reduced
312
Closed
55
Calls
$64.4M
Puts
$9.74M
Net Calls
+$54.7M
Net Calls Change
-$1.93M
Name Holding Trade Value Shares
Change
Shares
Change %
LFM
551
LGT Fund Management
Liechtenstein
$771K +$771K +4,218 New
WG
552
Winton Group
United Kingdom
$768K +$768K +4,199 New
UCFA
553
United Capital Financial Advisors
Texas
$763K -$89.4K -489 -10%
LIM
554
Leavell Investment Management
Alabama
$759K
RWP
555
RWA Wealth Partners
Massachusetts
$747K -$12.4K -68 -2%
KPWS
556
Kestra Private Wealth Services
Texas
$746K +$39.5K +216 +6%
NA
557
NewEdge Advisors
Louisiana
$744K +$299K +1,636 +67%
GT
558
Greenleaf Trust
Michigan
$738K +$7.32K +40 +1%
IFS
559
Ifrah Financial Services
Arkansas
$730K -$12.8K -70 -2%
AWS
560
Atria Wealth Solutions
New York
$725K -$5.85K -32 -0.8%
SC
561
Savant Capital
Illinois
$712K +$13K +71 +2%
NAM
562
NorthCrest Asset Manangement
Minnesota
$712K -$45.7K -250 -6%
Capstone Investment Advisors
563
Capstone Investment Advisors
New York
$709K +$658K +3,595 +1,284%
MWM
564
MorganRosel Wealth Management
Colorado
$700K +$31.1K +170 +5%
BP
565
Ballentine Partners
Massachusetts
$696K +$8.96K +49 +1%
PA
566
Profund Advisors
Maryland
$692K +$130K +712 +23%
SP
567
Symmetry Partners
Connecticut
$688K
FCBT
568
First Citizens Bank & Trust
North Carolina
$686K
IMCOOI
569
Investment Management Corp of Ontario (IMCO)
Canada
$681K -$311K -1,700 -31%
SAM
570
Smartleaf Asset Management
Massachusetts
$677K +$116K +629 +21%
HSA
571
HBK Sorce Advisory
Pennsylvania
$675K -$298K -1,628 -31%
CWM
572
Connecticut Wealth Management
Connecticut
$672K +$64.2K +351 +11%
CPBTD
573
Central Pacific Bank - Trust Division
Hawaii
$637K +$637K +3,529 New
WTC
574
WhitTier Trust Company
Nevada
$636K +$11.7K +64 +2%
MSFS
575
Main Street Financial Solutions
Pennsylvania
$629K -$17.4K -95 -3%