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774 hedge funds and large institutions have $29.2B invested in Ametek in 2023 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 252 increasing their positions, 328 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

343% more call options, than puts

Call options by funds: $30M | Put options by funds: $6.77M

2% more capital invested

Capital invested by funds: $28.7B → $29.2B (+$451M)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

6% less first-time investments, than exits

New positions opened: 61 | Existing positions closed: 65

2% less funds holding

Funds holding: 787774 (-13)

1.66% less ownership

Funds ownership: 88.89%87.23% (-1.7%)

23% less repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 328

Holders
774
Holders Change
-13
Holders Change %
-1.65%
% of All Funds
12.33%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
61
Increased
252
Reduced
328
Closed
65
Calls
$30M
Puts
$6.77M
Net Calls
+$23.2M
Net Calls Change
+$3.21M
Name Holding Trade Value Shares
Change
Change in
Stake
FFM
576
Forum Financial Management
Illinois
$338K -$142 -1 -0%
AA
577
ALPS Advisors
Colorado
$337K -$33.7K -237 -9%
IWC
578
Integrated Wealth Concepts
Massachusetts
$335K +$24.7K +174 +8%
VI
579
Versor Investments
New York
$334K +$327K +2,300 New
AFWM
580
AMJ Financial Wealth Management
Virginia
$334K +$326K +2,295 New
DGAM
581
Desjardins Global Asset Management
Quebec, Canada
$325K +$319K +2,241 New
NA
582
NewEdge Advisors
Louisiana
$325K -$6.54K -46 -2%
FL
583
Fort LP
Maryland
$324K -$139K -979 -31%
PGFC
584
Peapack-Gladstone Financial Corp
New Jersey
$324K -$7.82K -55 -2%
UB
585
UMB Bank
Missouri
$321K -$58.8K -414 -16%
WPC
586
Wedmont Private Capital
Pennsylvania
$321K +$31.3K +220 +10%
CCA
587
Checchi Capital Advisers
California
$319K -$4.83K -34 -2%
FMLI
588
Fukoku Mutual Life Insurance
Japan
$317K
PJSIMP
589
P.J. Schmidt Investment Management (PJS)
Wisconsin
$315K +$15.6K +110 +5%
CWM
590
Congress Wealth Management
Massachusetts
$314K -$6.25K -44 -2%
CFB
591
Cullen/Frost Bankers
Texas
$313K +$13.9K +98 +5%
MWM
592
Modera Wealth Management
New Jersey
$310K -$85.3K -600 -22%
Jones Financial Companies
593
Jones Financial Companies
Missouri
$310K -$14.2K -100 -4%
TI
594
Trexquant Investment
Connecticut
$306K -$525K -3,697 -64%
PA
595
Parallel Advisors
California
$303K +$17.2K +121 +6%
BCV
596
Banque Cantonale Vaudoise
Switzerland
$296K
FFN
597
Focus Financial Network
Minnesota
$294K -$5.69K -40 -2%
FIM
598
Freedom Investment Management
Connecticut
$287K -$24.7K -174 -8%
1WA
599
180 Wealth Advisors
Washington
$284K -$25.6K -180 -8%
MGIA
600
Moneta Group Investment Advisors
Missouri
$284K -$9.52K -67 -3%

AME Hedge Fund Activity: Q1 2023 in Review

774 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Ametek (AME) for Q1 2023, worth a combined $29.2B — up 1.6% from $28.7B a quarter earlier.

Sellers outnumbered buyers: 65 funds closed out of AME and 61 opened new positions — a net loss of 4 holders — while 328 trimmed existing stakes and 252 added.

The largest buyer was Fidelity Investments, adding an estimated $369M. The largest seller was UBS AM, cutting an estimated $475M.

  • 774 institutional investors held Ametek (AME) as of Q1 2023, down from 787 in Q4 2022.
  • Funds reported $29.2B of Ametek stock for Q1 2023, up 1.6% quarter-over-quarter.
  • 61 funds opened new Ametek positions in Q1 2023 and 65 closed out, a net change of -4 holders.
  • The largest Ametek buyer in Q1 2023 was Fidelity Investments, an estimated $369M added.
  • The largest Ametek seller in Q1 2023 was UBS AM, an estimated $475M sold.

Based on aggregated 13F filings for Q1 2023.