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618 hedge funds and large institutions have $14.4B invested in Ametek in 2020 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 200 increasing their positions, 258 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.47% less ownership

Funds ownership: 87.11%86.65% (-0.47%)

8% less funds holding

Funds holding: 672618 (-54)

22% less repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 258

23% less call options, than puts

Call options by funds: $7.87M | Put options by funds: $10.2M

28% less capital invested

Capital invested by funds: $19.9B → $14.4B (-$5.5B)

38% less funds holding in top 10

Funds holding in top 10: 138 (-5)

44% less first-time investments, than exits

New positions opened: 59 | Existing positions closed: 105

Holders
618
Holders Change
-54
Holders Change %
-8.04%
% of All Funds
13.62%
Holding in Top 10
8
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-38.46%
% of All Funds
0.18%
New
59
Increased
200
Reduced
258
Closed
105
Calls
$7.87M
Puts
$10.2M
Net Calls
-$2.38M
Net Calls Change
-$73K
Name Holding Trade Value Shares
Change
Change in
Stake
LWA
576
Lenox Wealth Advisors
New York
$8K
WEC
577
Winslow Evans & Crocker
Massachusetts
$8K
CAGAS
578
Capital Advisory Group Advisory Services
Minnesota
$8K +$10.6K +117 New
HR
579
Howe & Rusling
New York
$7K -$13.6K -151 -61%
PA
580
Procyon Advisors
Connecticut
$7K -$812 -9 -9%
SFSIG
581
San Francisco Sentry Investment Group
California
$7K +$2.08K +23 +34%
CFFP
582
Center for Financial Planning
Michigan
$7K +$4.33K +48 +112%
LC
583
Lindbrook Capital
California
$6K -$1.44K -16 -16%
SFG
584
Sowa Financial Group
Rhode Island
$6K
EW
585
Evoke Wealth
California
$5.62K -$3.43K -38 -33%
PCG
586
Private Capital Group
Connecticut
$5K -$2.62K -29 -30%
KTC
587
Kistler-Tiffany Companies
Pennsylvania
$5K
WLPWM
588
Walled Lake Planning & Wealth Management
Illinois
$5K
CQS
589
Credential Qtrade Securities
$4.9K
AWA
590
Arkadios Wealth Advisors
Georgia
$4.54K -$1.26K -14 -18%
SFS
591
Sowell Financial Services
Arkansas
$4K -$108K -1,197 -96%
AS
592
Altshuler Shaham
Israel
$4K -$7.04K -78 -60%
TL
593
TrueWealth LLC
Georgia
$4K
TCOV
594
Trust Company of Vermont
Vermont
$4K
GAM
595
Gemmer Asset Management
California
$4K +$271 +3 +6%
TFO
596
Tarbox Family Office
California
$4K +$541 +6 +13%
CFGS
597
Concourse Financial Group Securities
Alabama
$4K +$4.51K +50 New
PWMG
598
Prestige Wealth Management Group
New Jersey
$4K +$5.23K +58 New
CMBA
599
C.M. Bidwell & Associates
Hawaii
$3K -$220K -2,435 -99%
GWS
600
Glassman Wealth Services
Virginia
$3K -$8.12K -90 -66%