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672 hedge funds and large institutions have $19.9B invested in Ametek in 2019 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 229 increasing their positions, 229 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 37

30% more funds holding in top 10

Funds holding in top 10: 1013 (+3)

10% more capital invested

Capital invested by funds: $18.1B → $19.9B (+$1.76B)

9% more funds holding

Funds holding: 619672 (+53)

0% more repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 229

0.05% less ownership

Funds ownership: 87.17%87.11% (-0.05%)

20% less call options, than puts

Call options by funds: $9.16M | Put options by funds: $11.5M

Holders
672
Holders Change
+53
Holders Change %
+8.56%
% of All Funds
13.24%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.26%
New
100
Increased
229
Reduced
229
Closed
37
Calls
$9.16M
Puts
$11.5M
Net Calls
-$2.3M
Net Calls Change
-$8.39M
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
576
CSat Investment Advisory
Michigan
$85K +$19.8K +209 +33%
AAP
577
Arax Advisory Partners
Colorado
$75K
CFG
578
Citizens Financial Group
Rhode Island
$75K
Loomis, Sayles & Company
579
Loomis, Sayles & Company
Massachusetts
$75K +$6.16K +65 +9%
PA
580
Parallel Advisors
California
$75K +$15.1K +159 +27%
IUHSA
581
Itau Unibanco Holding S.A.
Brazil
$70K -$89.6K -946 -58%
BCI
582
Brinker Capital Investments
Pennsylvania
$67K
GLI
583
Guardian Life Insurance
New York
$67K +$948 +10 +2%
WTC
584
WhitTier Trust Company
Nevada
$60K
CTC
585
Central Trust Company
Missouri
$60K +$2.37K +25 +4%
PCM
586
Pinz Capital Management
New York
$60K +$56.9K +600 New
Rockefeller Capital Management
587
Rockefeller Capital Management
New York
$58K +$11.4K +120 +26%
PCM
588
Price Capital Management
Louisiana
$50K +$47.4K +500 New
LWANC
589
Laurel Wealth Advisors (North Carolina)
North Carolina
$47K
LWM
590
Liberty Wealth Management
California
$45K -$569 -6 -1%
AIC
591
Ameritas Investment Company
Nebraska
$45K
BCA
592
Berman Capital Advisors
Georgia
$45K +$95 +1 +0.2%
IA
593
IFP Advisors
Florida
$44K -$54.8K -578 -56%
AIM
594
AIA Investment Management
Singapore
$43K
AIM
595
Aigen Investment Management
New York
$41K +$39.3K +415 New
AssetMark Inc
596
AssetMark Inc
California
$35K +$284 +3 +0.9%
BL
597
Balentine LLC
Georgia
$32K +$379 +4 +1%
SIAS
598
Shine Investment Advisory Services
Colorado
$32K +$1.9K +20 +7%
LWCFA
599
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$31K -$1.23K -13 -4%
CBT
600
Capital Bank & Trust
California
$31K

AME Hedge Fund Activity: Q4 2019 in Review

672 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Ametek (AME) for Q4 2019, worth a combined $19.9B — up 9.7% from $18.1B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new AME positions and 37 closed out — a net gain of 63 holders — while 229 added to existing stakes and 229 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $110M. The largest seller was Citadel Advisors, cutting an estimated $180M.

  • 672 institutional investors held Ametek (AME) as of Q4 2019, up from 619 in Q3 2019.
  • Funds reported $19.9B of Ametek stock for Q4 2019, up 9.7% quarter-over-quarter.
  • 100 funds opened new Ametek positions in Q4 2019 and 37 closed out, a net change of +63 holders.
  • The largest Ametek buyer in Q4 2019 was Fidelity Investments, an estimated $110M added.
  • The largest Ametek seller in Q4 2019 was Citadel Advisors, an estimated $180M sold.

Based on aggregated 13F filings for Q4 2019.