We are live on ! Find out more

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
DIM
601
Delta Investment Management
California
$281K +$5.54K +39 +2%
CAM
602
Cresset Asset Management
Illinois
$279K -$277K -1,952 -50%
HKIMG
603
Hutchens & Kramer Investment Management Group
Indiana
$277K +$27.1K +191 +11%
KBFS
604
Kohmann Bosshard Financial Services
Ohio
$272K
GW
605
GW & Wade
Massachusetts
$269K -$25K -176 -9%
PWPS
606
Pinnacle Wealth Planning Services
Ohio
$265K -$2.98K -21 -1%
ACM
607
Aquatic Capital Management
Illinois
$262K -$327K -2,300 -56%
SIA
608
Schechter Investment Advisors
Michigan
$259K +$8.24K +58 +3%
MA
609
Mutual Advisors
Nebraska
$258K +$19.6K +138 +8%
GT
610
Glenview Trust
Kentucky
$258K
NB
611
Nicolet Bankshares
Wisconsin
$256K
AAS
612
Avantax Advisory Services
Texas
$250K +$245K +1,723 New
FLPIM
613
F.L. Putnam Investment Management
Massachusetts
$248K +$242K +1,706 New
CRI
614
Colonial River Investments
Virginia
$247K -$13.1K -92 -5%
BOH
615
Bank of Hawaii
Hawaii
$247K -$49.7K -350 -17%
WOC
616
West Oak Capital
California
$247K
SWM
617
SeaCrest Wealth Management
New York
$243K +$6.54K +46 +3%
CANY
618
Caxton Associates (New York)
New York
$242K +$3.98K +28 +2%
FB
619
Fulton Bank
Pennsylvania
$241K +$235K +1,655 New
CL
620
Choreo LLC
Illinois
$240K +$235K +1,653 New
CPIG
621
Chicago Partners Investment Group
Illinois
$240K +$569 +4 +0.2%
PCM
622
Penn Capital Management
Pennsylvania
$239K -$250K -1,756 -52%
EFSCE
623
Enterprise Financial Services Corp (EFSC)
Missouri
$237K -$115K -809 -33%
SOW
624
State of Wyoming
Wyoming
$234K +$65.5K +461 +40%
FAIM
625
Financial Advocates Investment Management
Washington
$232K +$227K +1,598 New

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.