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720 hedge funds and large institutions have $26.7B invested in Ametek in 2021 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 241 increasing their positions, 260 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 44

40% more call options, than puts

Call options by funds: $17.9M | Put options by funds: $12.7M

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

4% more funds holding

Funds holding: 692720 (+28)

5% more capital invested

Capital invested by funds: $25.5B → $26.7B (+$1.27B)

0.68% more ownership

Funds ownership: 86.53%87.21% (+0.68%)

7% less repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 260

Holders
720
Holders Change
+28
Holders Change %
+4.05%
% of All Funds
12.53%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.23%
New
78
Increased
241
Reduced
260
Closed
44
Calls
$17.9M
Puts
$12.7M
Net Calls
+$5.13M
Net Calls Change
+$6.15M
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
576
Barrett Asset Management
New York
$258K
GC
577
Gilbert & Cook
Iowa
$258K +$2.14K +16 +0.8%
CGL
578
Clarius Group LLC
Washington
$257K +$5.49K +41 +2%
AIMCA
579
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$255K +$256K +1,910 New
OIA
580
OneDigital Investment Advisors
Kansas
$252K +$253K +1,890 New
WT
581
Whittier Trust
California
$248K -$4.15K -31 -2%
GW
582
GW & Wade
Massachusetts
$247K
PCM
583
Prelude Capital Management
New York
$247K +$248K +1,850 New
SCM
584
Stevens Capital Management
Pennsylvania
$240K +$241K +1,798 New
YIA
585
YHB Investment Advisors
Connecticut
$239K
GT
586
Glenview Trust
Kentucky
$237K
CWP
587
Concord Wealth Partners
Virginia
$236K +$18.5K +138 +8%
HB
588
Homrich & Berg
Georgia
$236K +$237K +1,766 New
CA
589
Cetera Advisors
Colorado
$232K
TI
590
Tidal Investments
Wisconsin
$231K +$231K +1,728 New
CPIG
591
Chicago Partners Investment Group
Illinois
$229K +$1.47K +11 +0.7%
SWP
592
Stratos Wealth Partners
Ohio
$229K +$12.5K +93 +6%
WOC
593
West Oak Capital
California
$227K
CWM
594
Connecticut Wealth Management
Connecticut
$225K
RC
595
RegentAtlantic Capital
New Jersey
$224K +$224K +1,676 New
BU
596
BBVA USA
Alabama
$222K +$222K +1,659 New
KFC
597
Klingenstein Fields & Co
New York
$221K
CCA
598
Checchi Capital Advisers
California
$219K -$79.5K -594 -27%
SWM
599
SeaCrest Wealth Management
New York
$215K -$804 -6 -0.4%
EA
600
Elm Advisors
California
$214K

AME Hedge Fund Activity: Q2 2021 in Review

720 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Ametek (AME) for Q2 2021, worth a combined $26.7B — up 5% from $25.5B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new AME positions and 44 closed out — a net gain of 34 holders — while 241 added to existing stakes and 260 trimmed.

The largest buyer was Capital International Investors, adding an estimated $135M. The largest seller was Pictet Asset Management (UK), cutting an estimated $106M.

  • 720 institutional investors held Ametek (AME) as of Q2 2021, up from 692 in Q1 2021.
  • Funds reported $26.7B of Ametek stock for Q2 2021, up 5% quarter-over-quarter.
  • 78 funds opened new Ametek positions in Q2 2021 and 44 closed out, a net change of +34 holders.
  • The largest Ametek buyer in Q2 2021 was Capital International Investors, an estimated $135M added.
  • The largest Ametek seller in Q2 2021 was Pictet Asset Management (UK), an estimated $106M sold.

Based on aggregated 13F filings for Q2 2021.