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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
AAS
651
Ameritas Advisory Services
Nebraska
$110K +$109K +767 New
PFBT
652
Parkside Financial Bank & Trust
Missouri
$104K +$14.6K +103 +17%
AA
653
Alta Advisers
United Kingdom
$102K
KI
654
Kapitalo Investimentos
Brazil
$88.1K +$86.1K +606 New
CT
655
Cambridge Trust
Massachusetts
$85.2K
BTI
656
Blue Trust Inc
Georgia
$83K +$20.5K +144 +32%
MAM
657
Meeder Asset Management
Ohio
$82.7K
TWM
658
Tradition Wealth Management
Minnesota
$81K +$12.8K +90 +19%
Capstone Investment Advisors
659
Capstone Investment Advisors
New York
$76.9K +$75.2K +529 New
HI
660
Horizon Investments
North Carolina
$75K -$648K -4,562 -90%
CFO
661
CVA Family Office
Colorado
$68.3K +$1.42K +10 +2%
SSG
662
Summit Securities Group
New York
$66K -$275K -1,932 -81%
EWM
663
Evermay Wealth Management
Virginia
$60.3K
LWANC
664
Laurel Wealth Advisors (North Carolina)
North Carolina
$58.1K
KFP
665
KB Financial Partners
New Jersey
$57K +$3.13K +22 +6%
SSC
666
Syverson Strege & Co
Iowa
$51.6K
HI
667
Harbour Investments
Wisconsin
$45.9K +$17.1K +120 +61%
LWCFA
668
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$43.6K
LSA
669
Leonteq Securities AG
Switzerland
$43.5K -$284 -2 -0.7%
SIC
670
Salem Investment Counselors
North Carolina
$43.2K
SPIA
671
Steward Partners Investment Advisory
New York
$43.2K
AF
672
Allworth Financial
California
$42.4K +$1.71K +12 +4%
JFGIW
673
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$41.4K -$5.12K -36 -11%
AP
674
Arlington Partners
Alabama
$36.6K +$1.85K +13 +5%
QL
675
Quarry LP
New York
$35.5K +$34.7K +244 New

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.