We are live on ! Find out more

908 hedge funds and large institutions have $37B invested in Ametek in 2024 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 334 increasing their positions, 313 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

561% more call options, than puts

Call options by funds: $64.4M | Put options by funds: $9.74M

111% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 55

20% more funds holding in top 10

Funds holding in top 10: 1518 (+3)

9% more capital invested

Capital invested by funds: $34B → $37B (+$3.07B)

6% more funds holding

Funds holding: 855908 (+53)

7% more repeat investments, than reductions

Existing positions increased: 334 | Existing positions reduced: 313

1.56% less ownership

Funds ownership: 89.23%87.67% (-1.6%)

Holders
908
Holders Change
+53
Holders Change %
+6.2%
% of All Funds
13.08%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.26%
New
116
Increased
334
Reduced
313
Closed
55
Calls
$64.4M
Puts
$9.74M
Net Calls
+$54.7M
Net Calls Change
-$1.93M
Name Holding Trade Value Shares
Change
Change in
Stake
WJWM
601
Williams Jones Wealth Management
New York
$542K
CFG
602
Citizens Financial Group
Rhode Island
$542K +$510K +2,961 New
MF
603
Magnetar Financial
Illinois
$534K +$503K +2,919 New
OBWP
604
O'Brien Wealth Partners
Massachusetts
$530K
Axa
605
Axa
France
$526K +$344 +2 +0.1%
LWMM
606
Legacy Wealth Management (Mississippi)
Mississippi
$522K
NIMI
607
Natixis Investment Managers International
France
$516K -$147K -855 -23%
OTL
608
Oak Thistle LLC
New York
$513K -$357K -2,071 -42%
QCM
609
Qsemble Capital Management
New York
$510K +$481K +2,791 New
First Manhattan
610
First Manhattan
New York
$496K -$194K -1,129 -29%
IAG
611
Investment Advisory Group
Massachusetts
$496K +$861 +5 +0.2%
SRC
612
Shufro Rose & Co
New York
$494K -$51.7K -300 -10%
WWM
613
Whalen Wealth Management
Nevada
$489K +$461K +2,674 New
SOW
614
State of Wyoming
Wyoming
$485K +$72.3K +420 +19%
GD
615
Grandfield & Dodd
New York
$481K
FFA
616
Florida Financial Advisors
Florida
$479K -$15.7K -91 -3%
LA
617
LexAurum Advisors
Kansas
$478K
CIM
618
Contravisory Investment Management
Massachusetts
$476K -$1.55K -9 -0.3%
GWM
619
Gibbs Wealth Management
Georgia
$475K +$448K +2,599 New
FHA
620
First Horizon Advisors
Tennessee
$471K -$56.8K -330 -11%
CICI
621
Capital Investment Counsel Inc
North Carolina
$471K -$38.8K -225 -8%
BFM
622
Boothbay Fund Management
New York
$471K +$147K +851 +49%
FWIA
623
Fort Washington Investment Advisors
Ohio
$469K
WSTAM
624
Wilbanks Smith & Thomas Asset Management
Virginia
$460K +$1.72K +10 +0.4%
SC
625
Syon Capital
California
$458K -$413K -2,399 -49%

AME Hedge Fund Activity: Q1 2024 in Review

908 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Ametek (AME) for Q1 2024, worth a combined $37B — up 9% from $34B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new AME positions and 55 closed out — a net gain of 61 holders — while 334 added to existing stakes and 313 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $397M. The largest seller was Morgan Stanley, cutting an estimated $695M.

  • 908 institutional investors held Ametek (AME) as of Q1 2024, up from 855 in Q4 2023.
  • Funds reported $37B of Ametek stock for Q1 2024, up 9% quarter-over-quarter.
  • 116 funds opened new Ametek positions in Q1 2024 and 55 closed out, a net change of +61 holders.
  • The largest Ametek buyer in Q1 2024 was JP Morgan Chase, an estimated $397M added.
  • The largest Ametek seller in Q1 2024 was Morgan Stanley, an estimated $695M sold.

Based on aggregated 13F filings for Q1 2024.