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770 hedge funds and large institutions have $29.2B invested in Ametek in 2021 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 271 increasing their positions, 251 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 66

17% more capital invested

Capital invested by funds: $24.8B → $29.2B (+$4.32B)

17% more call options, than puts

Call options by funds: $20.2M | Put options by funds: $17.4M

8% more funds holding

Funds holding: 715770 (+55)

8% more repeat investments, than reductions

Existing positions increased: 271 | Existing positions reduced: 251

0.11% more ownership

Funds ownership: 86.73%86.84% (+0.11%)

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

Holders
770
Holders Change
+55
Holders Change %
+7.69%
% of All Funds
11.85%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.15%
New
133
Increased
271
Reduced
251
Closed
66
Calls
$20.2M
Puts
$17.4M
Net Calls
+$2.88M
Net Calls Change
+$18.9M
Name Holding Trade Value Shares
Change
Change in
Stake
WT
576
Whittier Trust
California
$290K +$25.3K +185 +10%
B
577
Bailard
California
$286K
GLA
578
Good Life Advisors
Pennsylvania
$285K
HKIMG
579
Hutchens & Kramer Investment Management Group
Indiana
$283K +$288K +2,105 New
KBFS
580
Kohmann Bosshard Financial Services
Ohio
$275K -$29.3K -214 -10%
IC
581
IEQ Capital
California
$270K -$56.6K -414 -18%
CG
582
Caprock Group
Idaho
$267K +$2.05K +15 +0.8%
BTWM
583
Baker Tilly Wealth Management
Wisconsin
$266K +$247K +1,807 New
MFW
584
Meristem Family Wealth
Minnesota
$266K +$248K +1,812 New
CCA
585
Checchi Capital Advisers
California
$264K +$13.7K +100 +6%
CWM
586
Connecticut Wealth Management
Connecticut
$263K +$1.23K +9 +0.5%
GT
587
Glenview Trust
Kentucky
$261K
WANY
588
Wealthspire Advisors (New York)
New York
$260K +$242K +1,771 New
YIA
589
YHB Investment Advisors
Connecticut
$259K -$4.24K -31 -2%
SC
590
Savant Capital
Illinois
$258K +$240K +1,752 New
NB
591
Nicolet Bankshares
Wisconsin
$255K -$56.1K -410 -19%
WH
592
Willner & Heller
California
$254K +$281K +2,051 New
WOC
593
West Oak Capital
California
$250K
PFO
594
Pathstone Family Office
New Jersey
$247K +$229K +1,676 New
SFA
595
Sequoia Financial Advisors
Ohio
$247K +$230K +1,679 New
TMAM
596
Tokio Marine Asset Management
Japan
$243K +$227K +1,656 New
CA
597
Cetera Advisors
Colorado
$242K +$4.24K +31 +2%
BAM
598
Barrett Asset Management
New York
$238K -$46.8K -342 -17%
FTDI
599
First Trust Direct Indexing
Massachusetts
$236K -$2.19K -16 -1%
SWM
600
SeaCrest Wealth Management
New York
$236K +$220K +1,608 New