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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
LWM
651
LJI Wealth Management
Indiana
$382K
WH
652
Willner & Heller
California
$381K +$689 +4 +0.2%
LWM
653
Lyell Wealth Management
California
$376K
FFN
654
Focus Financial Network
Minnesota
$372K +$12.6K +73 +4%
WDA
655
Wendell David Associates
New Hampshire
$360K -$22.9K -133 -6%
CFB
656
Cullen/Frost Bankers
Texas
$358K -$3.79K -22 -1%
FNBTCON
657
First National Bank & Trust Co of Newtown
Pennsylvania
$348K
CPIG
658
Chicago Partners Investment Group
Illinois
$347K +$41.9K +243 +14%
HNB
659
Huntington National Bank
Ohio
$339K -$403K -2,340 -56%
QWP
660
Quotient Wealth Partners
Texas
$338K +$318K +1,849 New
Nomura Holdings
661
Nomura Holdings
Japan
$337K -$485K -2,815 -60%
FLPIM
662
F.L. Putnam Investment Management
Massachusetts
$334K +$53.7K +312 +21%
PWPS
663
Pinnacle Wealth Planning Services
Ohio
$332K
MC
664
Maverick Capital
Texas
$331K +$312K +1,809 New
RAM
665
Ramirez Asset Management
New York
$328K
MPWT
666
MassMutual Private Wealth & Trust
Connecticut
$327K -$34.4K -200 -10%
PFS
667
Prospera Financial Services
Texas
$326K +$306K +1,778 New
Connor, Clark & Lunn Investment Management (CC&L)
668
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$324K -$2.37M -13,753 -89%
WBC
669
Westpac Banking Corp
Australia
$320K +$11.4K +66 +4%
AAS
670
Avantax Advisory Services
Texas
$315K +$12.6K +73 +4%
OWA
671
Outlook Wealth Advisors
Texas
$315K +$59.8K +347 +25%
LSAG
672
Lake Street Advisors Group
New Hampshire
$312K +$6.54K +38 +2%
NB
673
Nicolet Bankshares
Wisconsin
$312K -$6.03K -35 -2%
WOC
674
West Oak Capital
California
$311K
CCAL
675
City Center Advisors LLC
Michigan
$310K +$292K +1,695 New

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.