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787 hedge funds and large institutions have $28.7B invested in Ametek in 2022 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 281 increasing their positions, 273 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

162% more call options, than puts

Call options by funds: $32.3M | Put options by funds: $12.4M

96% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 52

40% more funds holding in top 10

Funds holding in top 10: 1014 (+4)

28% more capital invested

Capital invested by funds: $22.5B → $28.7B (+$6.25B)

5% more funds holding

Funds holding: 751787 (+36)

1.53% more ownership

Funds ownership: 87.36%88.89% (+1.5%)

3% more repeat investments, than reductions

Existing positions increased: 281 | Existing positions reduced: 273

Holders
787
Holders Change
+36
Holders Change %
+4.79%
% of All Funds
12.65%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.23%
New
102
Increased
281
Reduced
273
Closed
52
Calls
$32.3M
Puts
$12.4M
Net Calls
+$20M
Net Calls Change
+$21.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BAMF
651
BI Asset Management Fondsmaeglerselskab
Denmark
$126K +$119K +900 New
WT
652
Washington Trust
Rhode Island
$120K
AA
653
Alta Advisers
United Kingdom
$98K
OWA
654
One Wealth Advisors
California
$87.6K +$83.1K +627 New
PFBT
655
Parkside Financial Bank & Trust
Missouri
$85.5K +$12.6K +95 +18%
PMEF
656
Point72 Middle East FZE
United Arab Emirates
$85K +$80.6K +608 New
CT
657
Cambridge Trust
Massachusetts
$82K +$25.8K +195 +50%
MAM
658
Meeder Asset Management
Ohio
$79.5K -$1M -7,558 -93%
SC
659
Seldon Capital
California
$73.4K
TWM
660
Tradition Wealth Management
Minnesota
$65K +$133 +1 +0.2%
CFO
661
CVA Family Office
Colorado
$64.3K +$61K +460 New
LCM
662
Logan Capital Management
Pennsylvania
$62.9K
EWM
663
Evermay Wealth Management
Virginia
$58K
IA
664
IFP Advisors
Florida
$56K +$6.1K +46 +7%
LWANC
665
Laurel Wealth Advisors (North Carolina)
North Carolina
$55.9K -$9.28K -70 -15%
KFP
666
KB Financial Partners
New Jersey
$52K +$7.29K +55 +17%
BTI
667
Blue Trust Inc
Georgia
$51K +$35.7K +269 +148%
SSC
668
Syverson Strege & Co
Iowa
$49.6K
PTC
669
Private Trust Company
Ohio
$49K -$2.78K -21 -6%
JFGIW
670
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$44.9K
TC
671
Truvestments Capital
Florida
$44.7K -$111K -837 -72%
CAS
672
Coppell Advisory Solutions
Texas
$43.7K +$41.5K +313 New
CASC
673
Coppell Advisory Solutions Corp
Texas
$43.7K +$41.5K +313 New
LSA
674
Leonteq Securities AG
Switzerland
$42.1K +$265 +2 +0.7%
LWCFA
675
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$41.9K

AME Hedge Fund Activity: Q4 2022 in Review

787 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Ametek (AME) for Q4 2022, worth a combined $28.7B — up 28% from $22.5B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new AME positions and 52 closed out — a net gain of 50 holders — while 281 added to existing stakes and 273 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $453M. The largest seller was Mawer Investment Management, cutting an estimated $135M.

  • 787 institutional investors held Ametek (AME) as of Q4 2022, up from 751 in Q3 2022.
  • Funds reported $28.7B of Ametek stock for Q4 2022, up 28% quarter-over-quarter.
  • 102 funds opened new Ametek positions in Q4 2022 and 52 closed out, a net change of +50 holders.
  • The largest Ametek buyer in Q4 2022 was T. Rowe Price Associates, an estimated $453M added.
  • The largest Ametek seller in Q4 2022 was Mawer Investment Management, an estimated $135M sold.

Based on aggregated 13F filings for Q4 2022.