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692 hedge funds and large institutions have $25.5B invested in Ametek in 2021 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 254 increasing their positions, 242 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 57

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

1% more funds holding

Funds holding: 683692 (+9)

5% more repeat investments, than reductions

Existing positions increased: 254 | Existing positions reduced: 242

3% more capital invested

Capital invested by funds: $24.6B → $25.5B (+$846M)

0.55% less ownership

Funds ownership: 87.08%86.53% (-0.55%)

5% less call options, than puts

Call options by funds: $18.7M | Put options by funds: $19.7M

Holders
692
Holders Change
+9
Holders Change %
+1.32%
% of All Funds
12.15%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.21%
New
68
Increased
254
Reduced
242
Closed
57
Calls
$18.7M
Puts
$19.7M
Net Calls
-$1.02M
Net Calls Change
-$9.95M
Name Holding Trade Value Shares
Change
Change in
Stake
FRA
626
Front Row Advisors
California
$25K
WT
627
Washington Trust
Rhode Island
$24K
IA
628
IFP Advisors
Florida
$21K +$483 +4 +3%
TCCM
629
Timber Creek Capital Management
Massachusetts
$19K
TFA
630
Toth Financial Advisory
Virginia
$19K
CWM
631
Cedar Wealth Management
California
$18K
NFG
632
Next Financial Group
Texas
$18K +$1.45K +12 +9%
SWA
633
SOA Wealth Advisors
New York
$18K +$8.33K +69 +95%
CAC
634
Certified Advisory Corp
Florida
$18K +$17.3K +143 New
LWA
635
Lenox Wealth Advisors
New York
$17K -$3.5K -29 -18%
EARNEST Partners
636
EARNEST Partners
Georgia
$17K
SLF
637
Sun Life Financial
Ontario, Canada
$17K +$121 +1 +0.7%
CFO
638
CVA Family Office
Colorado
$17K +$15.7K +130 New
WCM
639
Wealthcare Capital Management
Virginia
$17K +$16.2K +134 New
PCG
640
Private Capital Group
Connecticut
$16K
EW
641
Evoke Wealth
California
$16K +$6.16K +51 +65%
CAGAS
642
Capital Advisory Group Advisory Services
Minnesota
$15K
GRP
643
Global Retirement Partners
California
$15K
LC
644
Lindbrook Capital
California
$14K +$483 +4 +4%
AIA
645
Arcadia Investment Advisors
Idaho
$13.2K
HI
646
Harbour Investments
Wisconsin
$13K +$11.9K +99 New
PWMG
647
Prestige Wealth Management Group
New Jersey
$12K
JCM
648
Jacobi Capital Management
Pennsylvania
$12K +$4.47K +37 +67%
AWA
649
Arkadios Wealth Advisors
Georgia
$11K
TFO
650
Tarbox Family Office
California
$11K