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911 hedge funds and large institutions have $34.3B invested in Ametek in 2024 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 343 increasing their positions, 323 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

425% more call options, than puts

Call options by funds: $40M | Put options by funds: $7.63M

27% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 78

13% more funds holding in top 10

Funds holding in top 10: 1618 (+2)

2% more funds holding

Funds holding: 895911 (+16)

6% more repeat investments, than reductions

Existing positions increased: 343 | Existing positions reduced: 323

1% more capital invested

Capital invested by funds: $33.9B → $34.3B (+$388M)

1.6% less ownership

Funds ownership: 87.83%86.23% (-1.6%)

Holders
911
Holders Change
+16
Holders Change %
+1.79%
% of All Funds
13.08%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.26%
New
99
Increased
343
Reduced
323
Closed
78
Calls
$40M
Puts
$7.63M
Net Calls
+$32.4M
Net Calls Change
+$4.86M
Name Holding Trade Value Shares
Change
Change in
Stake
BTI
651
Blue Trust Inc
Georgia
$366K +$135K +810 +58%
WDA
652
Wendell David Associates
New Hampshire
$363K
FFN
653
Focus Financial Network
Minnesota
$360K
NG
654
Norden Group
Utah
$359K +$349K +2,093 New
LWM
655
LJI Wealth Management
Indiana
$358K
CCA
656
Checchi Capital Advisers
California
$356K -$25.5K -153 -7%
FWIA
657
Fort Washington Investment Advisors
Ohio
$355K
SWM
658
Segment Wealth Management
Texas
$354K -$4.34K -26 -1%
LWM
659
Lyell Wealth Management
California
$353K
CPIG
660
Chicago Partners Investment Group
Illinois
$352K +$26.9K +161 +8%
HNB
661
Huntington National Bank
Ohio
$352K -$3.67K -22 -1%
FFA
662
Farther Finance Advisors
California
$352K -$226K -1,356 -40%
AIA
663
Alera Investment Advisors
Illinois
$346K -$70.9K -425 -17%
SIA
664
Schechter Investment Advisors
Michigan
$346K -$25.5K -153 -7%
SEIA
665
Signature Estate & Investment Advisors
California
$344K -$2.5K -15 -0.7%
PA
666
Procyon Advisors
Connecticut
$342K +$332K +1,991 New
AAM
667
Advisors Asset Management
Colorado
$342K +$244K +1,462 +277%
CFB
668
Cullen/Frost Bankers
Texas
$340K +$1.17K +7 +0.4%
DTL
669
Dynamic Technology Lab
Singapore
$339K -$330K -1,977 -50%
SWP
670
Strategic Wealth Partners
Ohio
$334K -$15.2K -91 -4%
KWA
671
Kingswood Wealth Advisors
California
$333K +$10K +60 +3%
OWA
672
Outlook Wealth Advisors
Texas
$327K +$30.5K +183 +11%
FNBTCON
673
First National Bank & Trust Co of Newtown
Pennsylvania
$326K
PFS
674
Prospera Financial Services
Texas
$323K +$20.2K +121 +7%
DIM
675
Delta Investment Management
California
$314K +$27.2K +163 +10%

AME Hedge Fund Activity: Q3 2024 in Review

911 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Ametek (AME) for Q3 2024, worth a combined $34.3B — up 1.1% from $33.9B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new AME positions and 78 closed out — a net gain of 21 holders — while 343 added to existing stakes and 323 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $315M. The largest seller was Massachusetts Financial Services, cutting an estimated $400M.

  • 911 institutional investors held Ametek (AME) as of Q3 2024, up from 895 in Q2 2024.
  • Funds reported $34.3B of Ametek stock for Q3 2024, up 1.1% quarter-over-quarter.
  • 99 funds opened new Ametek positions in Q3 2024 and 78 closed out, a net change of +21 holders.
  • The largest Ametek buyer in Q3 2024 was T. Rowe Price Associates, an estimated $315M added.
  • The largest Ametek seller in Q3 2024 was Massachusetts Financial Services, an estimated $400M sold.

Based on aggregated 13F filings for Q3 2024.