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Ametek
AME

672 hedge funds and large institutions have $19.9B invested in Ametek in 2019 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 229 increasing their positions, 229 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 37

30% more funds holding in top 10

Funds holding in top 10: 10 → 13 (+3)

10% more capital invested

Capital invested by funds: $18.1B → $19.9B (+$1.76B)

9% more funds holding

Funds holding: 619 → 672 (+53)

0% more repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 229

0.05% less ownership

Funds ownership: 87.17% → 87.11% (-0.05%)

20% less call options, than puts

Call options by funds: $9.16M | Put options by funds: $11.5M

Holders
672
Holders Change
+53
Holders Change %
+8.56%
% of All Funds
13.24%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.26%
New
100
Increased
229
Reduced
229
Closed
37
Calls
$9.16M
Puts
$11.5M
Net Calls
-$2.3M
Net Calls Change
-$8.39M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$110M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$77.9M
3
CB
Cooke & Bieler
Pennsylvania
+$54.3M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$47M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$43.4M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$180M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$162M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$62.4M
4
BlackRock
BlackRock
New York
-$44.4M
5
VOYA Investment Management
VOYA Investment Management
Georgia
-$33.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
MF
626
Manchester Financial
California
$13K +$12.1K +128 New
GRP
627
Global Retirement Partners
California
$12K +$7.2K +76 +169%
EW
628
Evoke Wealth
California
$11.6K -$190 -2 -2%
LWA
629
Lenox Wealth Advisors
New York
$11K – – –
FMII
630
Farmers & Merchants Investments Inc
Nebraska
$11K +$284 +3 +3%
OSAM
631
O'Shaughnessy Asset Management
Connecticut
$11K +$10.3K +109 New
ZB
632
Zions Bancorporation
Utah
$10K -$2.84K -30 -23%
WEC
633
Winslow Evans & Crocker
Massachusetts
$10K – – –
LC
634
Lindbrook Capital
California
$10K +$2.27K +24 +31%
PA
635
Procyon Advisors
Connecticut
$10K +$9.95K +105 New
PCG
636
Private Capital Group
Connecticut
$9K -$21K -222 -70%
BC
637
Barnett & Company
Tennessee
$9K +$8.15K +86 +1,720%
VAIA
638
Virtus Alternative Investment Advisers
Connecticut
$9K +$8.62K +91 New
CI
639
CX Institutional
Indiana
$8K – – –
SFG
640
Sowa Financial Group
Rhode Island
$8K +$7.58K +80 New
AWA
641
Arkadios Wealth Advisors
Georgia
$7.81K +$7.3K +77 New
GEA
642
Glen Eagle Advisors
New Jersey
$7.38K – – –
SFSIG
643
San Francisco Sentry Investment Group
California
$7K – – –
WLPWM
644
Walled Lake Planning & Wealth Management
Illinois
$7K +$7.11K +75 New
CQS
645
Credential Qtrade Securities
$6.78K – – –
AA
646
Advisory Alpha
Michigan
$6.35K -$1.14K -12 -16%
TL
647
TrueWealth LLC
Georgia
$6K – – –
TCOV
648
Trust Company of Vermont
Vermont
$6K – – –
GAM
649
Gemmer Asset Management
California
$5K – – –
TFO
650
Tarbox Family Office
California
$5K – – –
24 25
26
27 28

AME Hedge Fund Activity: Q4 2019 in Review

672 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Ametek (AME) for Q4 2019, worth a combined $19.9B — up 9.7% from $18.1B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new AME positions and 37 closed out — a net gain of 63 holders — while 229 added to existing stakes and 229 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $110M. The largest seller was Citadel Advisors, cutting an estimated $180M.

  • 672 institutional investors held Ametek (AME) as of Q4 2019, up from 619 in Q3 2019.
  • Funds reported $19.9B of Ametek stock for Q4 2019, up 9.7% quarter-over-quarter.
  • 100 funds opened new Ametek positions in Q4 2019 and 37 closed out, a net change of +63 holders.
  • The largest Ametek buyer in Q4 2019 was Fidelity Investments, an estimated $110M added.
  • The largest Ametek seller in Q4 2019 was Citadel Advisors, an estimated $180M sold.

Based on aggregated 13F filings for Q4 2019.