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720 hedge funds and large institutions have $26.7B invested in Ametek in 2021 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 241 increasing their positions, 260 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 44

40% more call options, than puts

Call options by funds: $17.9M | Put options by funds: $12.7M

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

4% more funds holding

Funds holding: 692720 (+28)

5% more capital invested

Capital invested by funds: $25.5B → $26.7B (+$1.27B)

0.68% more ownership

Funds ownership: 86.53%87.21% (+0.68%)

7% less repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 260

Holders
720
Holders Change
+28
Holders Change %
+4.05%
% of All Funds
12.53%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.23%
New
78
Increased
241
Reduced
260
Closed
44
Calls
$17.9M
Puts
$12.7M
Net Calls
+$5.13M
Net Calls Change
+$6.15M
Name Holding Trade Value Shares
Change
Change in
Stake
NR
626
Newfound Research
Massachusetts
$89K +$2.95K +22 +3%
FF
627
FourThought Financial
Florida
$87K -$1.34K -10 -2%
CI
628
CX Institutional
Indiana
$83K +$32K +239 +62%
LSA
629
Leonteq Securities AG
Switzerland
$82.4K -$5.89K -44 -7%
SWM
630
Spire Wealth Management
Virginia
$82K -$9.11K -68 -10%
SOW
631
State of Wyoming
Wyoming
$78K +$45K +336 +138%
SPIA
632
Steward Partners Investment Advisory
New York
$71K +$4.15K +31 +6%
BFEC
633
Benjamin F. Edwards & Company
Missouri
$68K -$684K -5,106 -91%
NSB
634
Norway Savings Bank
Maine
$67K
LWANC
635
Laurel Wealth Advisors (North Carolina)
North Carolina
$63K
EWM
636
Evermay Wealth Management
Virginia
$61K +$60.9K +455 New
LCM
637
Logan Capital Management
Pennsylvania
$60K
CTC
638
Central Trust Company
Missouri
$57K
FFA
639
Freedman Financial Associates
Massachusetts
$51K
SSC
640
Syverson Strege & Co
Iowa
$47K -$13.8K -103 -22%
EI
641
Ellevest Inc
New York
$44K -$4.55K -34 -9%
KFP
642
KB Financial Partners
New Jersey
$43K -$4.82K -36 -10%
PFBT
643
Parkside Financial Bank & Trust
Missouri
$40K +$3.62K +27 +10%
LWCFA
644
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$40K +$40.2K +300 New
FHC
645
First Horizon Corporation
Tennessee
$39K -$134 -1 -0.3%
AssetMark Inc
646
AssetMark Inc
California
$34K -$40.6K -303 -54%
FPS
647
Fieldpoint Private Securities
Connecticut
$34K
CCA
648
Column Capital Advisors
Indiana
$27K
HNB
649
Huntington National Bank
Ohio
$27K
Carson Wealth (CWM LLC)
650
Carson Wealth (CWM LLC)
Nebraska
$26K

AME Hedge Fund Activity: Q2 2021 in Review

720 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Ametek (AME) for Q2 2021, worth a combined $26.7B — up 5% from $25.5B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new AME positions and 44 closed out — a net gain of 34 holders — while 241 added to existing stakes and 260 trimmed.

The largest buyer was Capital International Investors, adding an estimated $135M. The largest seller was Pictet Asset Management (UK), cutting an estimated $106M.

  • 720 institutional investors held Ametek (AME) as of Q2 2021, up from 692 in Q1 2021.
  • Funds reported $26.7B of Ametek stock for Q2 2021, up 5% quarter-over-quarter.
  • 78 funds opened new Ametek positions in Q2 2021 and 44 closed out, a net change of +34 holders.
  • The largest Ametek buyer in Q2 2021 was Capital International Investors, an estimated $135M added.
  • The largest Ametek seller in Q2 2021 was Pictet Asset Management (UK), an estimated $106M sold.

Based on aggregated 13F filings for Q2 2021.