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774 hedge funds and large institutions have $29.2B invested in Ametek in 2023 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 252 increasing their positions, 328 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

343% more call options, than puts

Call options by funds: $30M | Put options by funds: $6.77M

2% more capital invested

Capital invested by funds: $28.7B → $29.2B (+$451M)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

6% less first-time investments, than exits

New positions opened: 61 | Existing positions closed: 65

2% less funds holding

Funds holding: 787774 (-13)

1.66% less ownership

Funds ownership: 88.89%87.23% (-1.7%)

23% less repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 328

Holders
774
Holders Change
-13
Holders Change %
-1.65%
% of All Funds
12.33%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
61
Increased
252
Reduced
328
Closed
65
Calls
$30M
Puts
$6.77M
Net Calls
+$23.2M
Net Calls Change
+$3.21M
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
626
OneDigital Investment Advisors
Kansas
$232K +$227K +1,595 New
SIM
627
Sentry Investment Management
Wisconsin
$226K -$224K -1,576 -50%
CSIC
628
Clifford Swan Investment Counsel
California
$225K +$220K +1,551 New
AP
629
Appleton Partners
Massachusetts
$224K -$4.26K -30 -2%
SCM
630
Shelton Capital Management
Colorado
$218K
Grantham, Mayo, Van Otterloo & Co (GMO)
631
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$218K -$256K -1,800 -55%
BRWA
632
B. Riley Wealth Advisors
Florida
$217K -$16.2K -114 -7%
CI
633
CX Institutional
Indiana
$214K +$210K +1,479 New
MPI
634
Mairs & Power Inc
Minnesota
$214K
PA
635
Pinnacle Associates
New York
$213K +$209K +1,469 New
MMG
636
Monetary Management Group
Missouri
$211K
BIAS
637
Beacon Investment Advisory Services
New Jersey
$206K -$14.9K -105 -7%
CC
638
Corton Capital
Ontario, Canada
$205K +$201K +1,413 New
FC
639
Financial Consulate
Maryland
$204K +$200K +1,404 New
VIA
640
Vident Investment Advisory
Georgia
$203K -$7.84M -55,155 -98%
RCM
641
Radnor Capital Management
Pennsylvania
$203K
NEPPG
642
New England Professional Planning Group
Rhode Island
$201K
ST
643
Smithfield Trust
Pennsylvania
$182K
PPC
644
Park Place Capital
Alabama
$167K -$4.69K -33 -3%
OAM
645
Ostrum Asset Management
France
$163K +$160K +1,125 New
EDRH
646
Edmond de Rothschild Holding
Switzerland
$156K +$9.24K +65 +6%
TAIM
647
TD Ameritrade Investment Management
Nebraska
$146K -$41.2K -290 -22%
EWA
648
EverSource Wealth Advisors
Alabama
$135K -$853 -6 -0.6%
WT
649
Washington Trust
Rhode Island
$124K
PTC
650
Private Trust Company
Ohio
$112K +$60.3K +424 +121%

AME Hedge Fund Activity: Q1 2023 in Review

774 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Ametek (AME) for Q1 2023, worth a combined $29.2B — up 1.6% from $28.7B a quarter earlier.

Sellers outnumbered buyers: 65 funds closed out of AME and 61 opened new positions — a net loss of 4 holders — while 328 trimmed existing stakes and 252 added.

The largest buyer was Fidelity Investments, adding an estimated $369M. The largest seller was UBS AM, cutting an estimated $475M.

  • 774 institutional investors held Ametek (AME) as of Q1 2023, down from 787 in Q4 2022.
  • Funds reported $29.2B of Ametek stock for Q1 2023, up 1.6% quarter-over-quarter.
  • 61 funds opened new Ametek positions in Q1 2023 and 65 closed out, a net change of -4 holders.
  • The largest Ametek buyer in Q1 2023 was Fidelity Investments, an estimated $369M added.
  • The largest Ametek seller in Q1 2023 was UBS AM, an estimated $475M sold.

Based on aggregated 13F filings for Q1 2023.