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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
Nisa Investment Advisors
651
Nisa Investment Advisors
Missouri
$10.6K
AIG
652
American International Group
New York
$10.4K -$663K -5,489 -6%
HR
653
Howe & Rusling
New York
$10K -$966 -8 -9%
WLPWM
654
Walled Lake Planning & Wealth Management
Illinois
$10K
GWS
655
Glassman Wealth Services
Virginia
$9K +$1.09K +9 +15%
CQS
656
Credential Qtrade Securities
$8.69K
ETC
657
Exchange Traded Concepts
Oklahoma
$8K -$16.3K -135 -67%
EWA
658
Evolution Wealth Advisors
Florida
$8K
SFS
659
Sowell Financial Services
Arkansas
$8K +$604 +5 +9%
VCM
660
Versant Capital Management
Arizona
$8K +$845 +7 +13%
BWM
661
BerganKDV Wealth Management
Minnesota
$7K
GAM
662
Gemmer Asset Management
California
$7K
TWA
663
TCI Wealth Advisors
Arizona
$7K +$5.43K +45 +375%
NIC
664
Northwest Investment Counselors
Oregon
$7K +$6.64K +55 New
FMP
665
Financial Management Professionals
Texas
$6K
GWM
666
Geneos Wealth Management
Colorado
$6K +$5.43K +45 New
MWP
667
Meridian Wealth Partners
Pennsylvania
$6K +$5.67K +47 New
HF
668
Halpern Financial
Virginia
$5.88K
BWA
669
BDO Wealth Advisors
Florida
$5K
CFFP
670
Center for Financial Planning
Michigan
$5K
SWA
671
Sutton Wealth Advisors
Florida
$4.09K +$483 +4 +14%
CMBA
672
C.M. Bidwell & Associates
Hawaii
$4K
CFD
673
Creative Financial Designs
Indiana
$4K
ZB
674
Zions Bancorporation
Utah
$4K +$1.45K +12 +55%
FCB
675
First Command Bank
Texas
$4K +$3.86K +32 New