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908 hedge funds and large institutions have $37B invested in Ametek in 2024 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 334 increasing their positions, 313 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

561% more call options, than puts

Call options by funds: $64.4M | Put options by funds: $9.74M

111% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 55

20% more funds holding in top 10

Funds holding in top 10: 1518 (+3)

9% more capital invested

Capital invested by funds: $34B → $37B (+$3.07B)

6% more funds holding

Funds holding: 855908 (+53)

7% more repeat investments, than reductions

Existing positions increased: 334 | Existing positions reduced: 313

1.56% less ownership

Funds ownership: 89.23%87.67% (-1.6%)

Holders
908
Holders Change
+53
Holders Change %
+6.2%
% of All Funds
13.08%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.26%
New
116
Increased
334
Reduced
313
Closed
55
Calls
$64.4M
Puts
$9.74M
Net Calls
+$54.7M
Net Calls Change
-$1.93M
Name Holding Trade Value Shares
Change
Change in
Stake
SG
551
Sienna Gestion
France
$801K +$754K +4,380 New
PMA
552
Prudent Man Advisors
Illinois
$797K -$13.3K -77 -2%
TCM
553
Tributary Capital Management
Nebraska
$796K -$18.9K -110 -2%
S
554
SignatureFD
Georgia
$780K +$27.6K +160 +4%
LFM
555
LGT Fund Management
Liechtenstein
$771K +$727K +4,218 New
WG
556
Winton Group
United Kingdom
$768K +$723K +4,199 New
UCFA
557
United Capital Financial Advisors
Texas
$763K -$84.2K -489 -10%
LIM
558
Leavell Investment Management
Alabama
$759K
RWP
559
RWA Wealth Partners
Massachusetts
$747K -$11.7K -68 -2%
KPWS
560
Kestra Private Wealth Services
Texas
$746K +$37.2K +216 +6%
NA
561
NewEdge Advisors
Louisiana
$744K +$282K +1,636 +67%
GT
562
Greenleaf Trust
Michigan
$738K +$6.89K +40 +1%
IFS
563
Ifrah Financial Services
Arkansas
$730K -$12.1K -70 -2%
AWS
564
Atria Wealth Solutions
New York
$725K -$5.51K -32 -0.8%
SC
565
Savant Capital
Illinois
$712K +$12.2K +71 +2%
NAM
566
NorthCrest Asset Manangement
Minnesota
$712K -$43.1K -250 -6%
Capstone Investment Advisors
567
Capstone Investment Advisors
New York
$709K +$619K +3,595 +1,284%
MWM
568
MorganRosel Wealth Management
Colorado
$700K +$29.3K +170 +5%
BP
569
Ballentine Partners
Massachusetts
$696K +$8.44K +49 +1%
PA
570
Profund Advisors
Maryland
$692K +$123K +712 +23%
SP
571
Symmetry Partners
Connecticut
$688K
FCBT
572
First Citizens Bank & Trust
North Carolina
$686K
IMCOOI
573
Investment Management Corp of Ontario (IMCO)
Canada
$681K -$293K -1,700 -31%
SAM
574
Smartleaf Asset Management
Massachusetts
$677K +$108K +629 +21%
HSA
575
HBK Sorce Advisory
Pennsylvania
$675K -$280K -1,628 -31%

AME Hedge Fund Activity: Q1 2024 in Review

908 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Ametek (AME) for Q1 2024, worth a combined $37B — up 9% from $34B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new AME positions and 55 closed out — a net gain of 61 holders — while 334 added to existing stakes and 313 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $397M. The largest seller was Morgan Stanley, cutting an estimated $695M.

  • 908 institutional investors held Ametek (AME) as of Q1 2024, up from 855 in Q4 2023.
  • Funds reported $37B of Ametek stock for Q1 2024, up 9% quarter-over-quarter.
  • 116 funds opened new Ametek positions in Q1 2024 and 55 closed out, a net change of +61 holders.
  • The largest Ametek buyer in Q1 2024 was JP Morgan Chase, an estimated $397M added.
  • The largest Ametek seller in Q1 2024 was Morgan Stanley, an estimated $695M sold.

Based on aggregated 13F filings for Q1 2024.