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911 hedge funds and large institutions have $34.3B invested in Ametek in 2024 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 343 increasing their positions, 323 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

425% more call options, than puts

Call options by funds: $40M | Put options by funds: $7.63M

27% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 78

13% more funds holding in top 10

Funds holding in top 10: 1618 (+2)

2% more funds holding

Funds holding: 895911 (+16)

6% more repeat investments, than reductions

Existing positions increased: 343 | Existing positions reduced: 323

1% more capital invested

Capital invested by funds: $33.9B → $34.3B (+$388M)

1.6% less ownership

Funds ownership: 87.83%86.23% (-1.6%)

Holders
911
Holders Change
+16
Holders Change %
+1.79%
% of All Funds
13.08%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.26%
New
99
Increased
343
Reduced
323
Closed
78
Calls
$40M
Puts
$7.63M
Net Calls
+$32.4M
Net Calls Change
+$4.86M
Name Holding Trade Value Shares
Change
Change in
Stake
PWG
601
Portside Wealth Group
Utah
$525K +$69.3K +415 +16%
WT
602
Whittier Trust
California
$512K -$3.5K -21 -0.7%
CIA
603
Compass Ion Advisors
Pennsylvania
$503K +$489K +2,932 New
CG
604
Caprock Group
Idaho
$502K +$488K +2,922 New
NA
605
NewEdge Advisors
Louisiana
$500K +$97.8K +586 +25%
SFI
606
Siemens Fonds Invest
Germany
$500K +$66.3K +397 +16%
WJWM
607
Williams Jones Wealth Management
New York
$496K +$334 +2 +0.1%
LWMM
608
Legacy Wealth Management (Mississippi)
Mississippi
$490K
OBWP
609
O'Brien Wealth Partners
Massachusetts
$486K -$8.68K -52 -2%
PA
610
Profund Advisors
Maryland
$484K -$154K -923 -25%
SC
611
Savant Capital
Illinois
$482K +$13.5K +81 +3%
AFWM
612
AMJ Financial Wealth Management
Virginia
$479K -$73.3K -439 -14%
GCP
613
GSA Capital Partners
United Kingdom
$478K -$375K -2,247 -45%
SCA
614
Snowden Capital Advisors
New York
$476K -$7.75M -46,453 -94%
NIMI
615
Natixis Investment Managers International
France
$471K
ACA
616
Anchor Capital Advisors
Massachusetts
$469K
LFAS
617
Level Four Advisory Services
Texas
$466K +$6.34K +38 +2%
IAG
618
Investment Advisory Group
Massachusetts
$466K +$668 +4 +0.1%
SC
619
Syon Capital
California
$456K +$21.7K +130 +5%
FFA
620
Florida Financial Advisors
Florida
$456K +$20.7K +124 +5%
FHA
621
First Horizon Advisors
Tennessee
$455K +$1.67K +10 +0.4%
OTL
622
Oak Thistle LLC
New York
$452K +$440K +2,635 New
LA
623
LexAurum Advisors
Kansas
$449K
First Manhattan
624
First Manhattan
New York
$445K -$20K -120 -4%
CIM
625
Contravisory Investment Management
Massachusetts
$439K -$6.51K -39 -2%

AME Hedge Fund Activity: Q3 2024 in Review

911 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Ametek (AME) for Q3 2024, worth a combined $34.3B — up 1.1% from $33.9B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new AME positions and 78 closed out — a net gain of 21 holders — while 343 added to existing stakes and 323 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $315M. The largest seller was Massachusetts Financial Services, cutting an estimated $400M.

  • 911 institutional investors held Ametek (AME) as of Q3 2024, up from 895 in Q2 2024.
  • Funds reported $34.3B of Ametek stock for Q3 2024, up 1.1% quarter-over-quarter.
  • 99 funds opened new Ametek positions in Q3 2024 and 78 closed out, a net change of +21 holders.
  • The largest Ametek buyer in Q3 2024 was T. Rowe Price Associates, an estimated $315M added.
  • The largest Ametek seller in Q3 2024 was Massachusetts Financial Services, an estimated $400M sold.

Based on aggregated 13F filings for Q3 2024.