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Ametek
AME

635 hedge funds and large institutions have $17.8B invested in Ametek in 2020 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 221 increasing their positions, 246 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more funds holding in top 10

Funds holding in top 10: 8 → 11 (+3)

38% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 56

24% more capital invested

Capital invested by funds: $14.4B → $17.8B (+$3.47B)

3% more funds holding

Funds holding: 618 → 635 (+17)

0.37% more ownership

Funds ownership: 86.65% → 87.02% (+0.37%)

7% less call options, than puts

Call options by funds: $11.2M | Put options by funds: $12M

10% less repeat investments, than reductions

Existing positions increased: 221 | Existing positions reduced: 246

Holders
635
Holders Change
+17
Holders Change %
+2.75%
% of All Funds
13.02%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.23%
New
77
Increased
221
Reduced
246
Closed
56
Calls
$11.2M
Puts
$12M
Net Calls
-$838K
Net Calls Change
+$1.54M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$148M
2
CVA
Ceredex Value Advisors
Florida
+$118M
3
Artisan Partners
Artisan Partners
Wisconsin
+$71.7M
4
ATO
Alecta Tjanstepension Omsesidigt
Sweden
+$58.1M
5
CBT
Capital Bank & Trust
California
+$52.8M

Top Sellers

1
GT
Glenmede Trust
Pennsylvania
-$101M
2
Invesco
Invesco
Georgia
-$84.5M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$78.6M
4
N
Nuveen
North Carolina
-$62.6M
5
JP Morgan Chase
JP Morgan Chase
New York
-$59.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
601
Procyon Advisors
Connecticut
$9K +$336 +4 +4%
LC
602
Lindbrook Capital
California
$9K +$1.43K +17 +20%
TFO
603
Tarbox Family Office
California
$8K +$2.68K +32 +60%
CFGS
604
Concourse Financial Group Securities
Alabama
$8K +$2.85K +34 +68%
EW
605
Evoke Wealth
California
$7K – – –
SFG
606
Sowa Financial Group
Rhode Island
$7K – – –
WLPWM
607
Walled Lake Planning & Wealth Management
Illinois
$7K – – –
CQS
608
Credential Qtrade Securities
$6.08K – – –
SFS
609
Sowell Financial Services
Arkansas
$6K +$923 +11 +20%
AWA
610
Arkadios Wealth Advisors
Georgia
$5.14K -$587 -7 -11%
GAM
611
Gemmer Asset Management
California
$5K – – –
PWMG
612
Prestige Wealth Management Group
New Jersey
$5K – – –
BWM
613
BerganKDV Wealth Management
Minnesota
$5K +$2.01K +24 +73%
VFA
614
Valeo Financial Advisors
Indiana
$5K +$2.6K +31 +107%
EWA
615
Evolution Wealth Advisors
Florida
$5K +$4.95K +59 New
CFFP
616
Center for Financial Planning
Michigan
$4K -$4.03K -48 -53%
GWS
617
Glassman Wealth Services
Virginia
$4K – – –
KTC
618
Kistler-Tiffany Companies
Pennsylvania
$4K – – –
VCM
619
Versant Capital Management
Arizona
$4K – – –
CA
620
Centerpoint Advisors
Massachusetts
$4K +$3.52K +42 New
FMP
621
Financial Management Professionals
Texas
$4K +$4.19K +50 New
CMBA
622
C.M. Bidwell & Associates
Hawaii
$3K – – –
CFD
623
Creative Financial Designs
Indiana
$3K +$2.68K +32 New
ZB
624
Zions Bancorporation
Utah
$2K +$1.43K +17 +340%
JWM
625
Janiczek Wealth Management
Colorado
$2K +$1.59K +19 New
23 24
25
26 27

AME Hedge Fund Activity: Q2 2020 in Review

635 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Ametek (AME) for Q2 2020, worth a combined $17.8B — up 24% from $14.4B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new AME positions and 56 closed out — a net gain of 21 holders — while 221 added to existing stakes and 246 trimmed.

The largest buyer was Capital International Investors, opening a new position worth an estimated $148M. The largest seller was Glenmede Trust, cutting an estimated $101M.

  • 635 institutional investors held Ametek (AME) as of Q2 2020, up from 618 in Q1 2020.
  • Funds reported $17.8B of Ametek stock for Q2 2020, up 24% quarter-over-quarter.
  • 77 funds opened new Ametek positions in Q2 2020 and 56 closed out, a net change of +21 holders.
  • The largest Ametek buyer in Q2 2020 was Capital International Investors, an estimated $148M added.
  • The largest Ametek seller in Q2 2020 was Glenmede Trust, an estimated $101M sold.

Based on aggregated 13F filings for Q2 2020.