We are live on ! Find out more

770 hedge funds and large institutions have $29.2B invested in Ametek in 2021 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 271 increasing their positions, 251 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 66

17% more capital invested

Capital invested by funds: $24.8B → $29.2B (+$4.32B)

17% more call options, than puts

Call options by funds: $20.2M | Put options by funds: $17.4M

8% more funds holding

Funds holding: 715770 (+55)

8% more repeat investments, than reductions

Existing positions increased: 271 | Existing positions reduced: 251

0.11% more ownership

Funds ownership: 86.73%86.84% (+0.11%)

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

Holders
770
Holders Change
+55
Holders Change %
+7.69%
% of All Funds
11.85%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.15%
New
133
Increased
271
Reduced
251
Closed
66
Calls
$20.2M
Puts
$17.4M
Net Calls
+$2.88M
Net Calls Change
+$18.9M
Name Holding Trade Value Shares
Change
Change in
Stake
KWMG
626
King Wealth Management Group
Florida
$201K +$187K +1,365 New
RWP
627
Ridgecrest Wealth Partners
California
$199K +$185K +1,350 New
Jones Financial Companies
628
Jones Financial Companies
Missouri
$189K +$17.6K +129 +11%
ST
629
Smithfield Trust
Pennsylvania
$184K
TC
630
Truvestments Capital
Florida
$182K +$17.6K +129 +12%
LS
631
Livforsakringsbolaget Skandia
Sweden
$178K -$219K -1,600 -57%
S
632
Seeyond
France
$170K
PA
633
Parallel Advisors
California
$161K +$28.3K +207 +23%
NR
634
Newfound Research
Massachusetts
$158K +$28.5K +208 +24%
Koshinski Asset Management
635
Koshinski Asset Management
Illinois
$146K +$36.7K +268 +37%
CG
636
Cutler Group
California
$122K +$34.2K +250 +43%
HNB
637
Huntington National Bank
Ohio
$121K +$85.1K +622 +308%
AIM
638
Acropolis Investment Management
Missouri
$109K +$102K +743 New
FA
639
Fortis Advisors
Pennsylvania
$104K
AWA
640
Amplius Wealth Advisors
Pennsylvania
$103K +$96.7K +707 New
CWS
641
Confluence Wealth Services
Pennsylvania
$103K +$96.7K +707 New
SWM
642
Spire Wealth Management
Virginia
$102K +$21.1K +154 +29%
SOW
643
State of Wyoming
Wyoming
$101K +$7.66K +56 +9%
FF
644
FourThought Financial
Florida
$98K -$137 -1 -0.1%
SC
645
Steph & Co
Wisconsin
$88K
Carson Wealth (CWM LLC)
646
Carson Wealth (CWM LLC)
Nebraska
$84K +$78.5K +574 New
WTA
647
Washington Trust Advisors
Massachusetts
$84K +$78.8K +576 New
DMBA
648
Deseret Mutual Benefit Administrators
Utah
$81K
SC
649
Seldon Capital
California
$77K +$71.8K +525 New
EIP
650
Ellis Investment Partners
Pennsylvania
$73K +$68.4K +500 New