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908 hedge funds and large institutions have $37B invested in Ametek in 2024 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 334 increasing their positions, 313 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

561% more call options, than puts

Call options by funds: $64.4M | Put options by funds: $9.74M

111% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 55

20% more funds holding in top 10

Funds holding in top 10: 1518 (+3)

9% more capital invested

Capital invested by funds: $34B → $37B (+$3.07B)

6% more funds holding

Funds holding: 855908 (+53)

7% more repeat investments, than reductions

Existing positions increased: 334 | Existing positions reduced: 313

1.56% less ownership

Funds ownership: 89.23%87.67% (-1.6%)

Holders
908
Holders Change
+53
Holders Change %
+6.2%
% of All Funds
13.08%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.26%
New
116
Increased
334
Reduced
313
Closed
55
Calls
$64.4M
Puts
$9.74M
Net Calls
+$54.7M
Net Calls Change
-$1.93M
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
626
Ameritas Investment Partners
Nebraska
$457K -$11.9K -69 -3%
TCM
627
Teza Capital Management
Illinois
$450K +$46.3K +269 +12%
TPI
628
Trust Point Inc
Wisconsin
$447K +$421K +2,445 New
PWG
629
Portside Wealth Group
Utah
$446K +$72K +418 +21%
CI
630
Cigna Investments
Connecticut
$444K -$4.13K -24 -1%
SSB
631
Sandy Spring Bank
Maryland
$443K
II
632
Inspire Investing
Idaho
$442K -$48.1K -279 -10%
SFI
633
Siemens Fonds Invest
Germany
$442K -$14.8K -86 -3%
FB
634
Fulton Bank
Pennsylvania
$427K +$81.6K +474 +25%
PA
635
Parallel Advisors
California
$427K +$42K +244 +12%
FFM
636
Forum Financial Management
Illinois
$425K
LNC
637
Lincoln National Corp
Pennsylvania
$419K +$81.5K +473 +26%
PJSIMP
638
P.J. Schmidt Investment Management (PJS)
Wisconsin
$408K +$7.58K +44 +2%
SIA
639
Schechter Investment Advisors
Michigan
$408K -$5K -29 -1%
PP
640
Prudential plc
United Kingdom
$407K -$1.58M -9,147 -80%
HAG
641
HighPoint Advisor Group
Illinois
$406K +$4.48K +26 +1%
CWM
642
Congress Wealth Management
Massachusetts
$401K +$4.65K +27 +1%
KWA
643
Kingswood Wealth Advisors
California
$400K +$53.7K +312 +17%
CCA
644
Checchi Capital Advisers
California
$395K -$3.44K -20 -0.9%
CBFP
645
Cedar Brook Financial Partners
Ohio
$393K +$4.65K +27 +1%
LFAS
646
Level Four Advisory Services
Texas
$393K
VPI
647
Value Partners Investments
Manitoba, Canada
$390K +$368K +2,136 New
CW
648
CreativeOne Wealth
Kansas
$388K +$366K +2,123 New
AW
649
Apricus Wealth
South Carolina
$387K
SWM
650
Segment Wealth Management
Texas
$382K +$95.1K +552 +36%

AME Hedge Fund Activity: Q1 2024 in Review

908 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Ametek (AME) for Q1 2024, worth a combined $37B — up 9% from $34B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new AME positions and 55 closed out — a net gain of 61 holders — while 334 added to existing stakes and 313 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $397M. The largest seller was Morgan Stanley, cutting an estimated $695M.

  • 908 institutional investors held Ametek (AME) as of Q1 2024, up from 855 in Q4 2023.
  • Funds reported $37B of Ametek stock for Q1 2024, up 9% quarter-over-quarter.
  • 116 funds opened new Ametek positions in Q1 2024 and 55 closed out, a net change of +61 holders.
  • The largest Ametek buyer in Q1 2024 was JP Morgan Chase, an estimated $397M added.
  • The largest Ametek seller in Q1 2024 was Morgan Stanley, an estimated $695M sold.

Based on aggregated 13F filings for Q1 2024.