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720 hedge funds and large institutions have $26.7B invested in Ametek in 2021 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 241 increasing their positions, 260 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 44

40% more call options, than puts

Call options by funds: $17.9M | Put options by funds: $12.7M

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

4% more funds holding

Funds holding: 692720 (+28)

5% more capital invested

Capital invested by funds: $25.5B → $26.7B (+$1.27B)

0.68% more ownership

Funds ownership: 86.53%87.21% (+0.68%)

7% less repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 260

Holders
720
Holders Change
+28
Holders Change %
+4.05%
% of All Funds
12.53%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.23%
New
78
Increased
241
Reduced
260
Closed
44
Calls
$17.9M
Puts
$12.7M
Net Calls
+$5.13M
Net Calls Change
+$6.15M
Name Holding Trade Value Shares
Change
Change in
Stake
MUMSS
676
Mitsubishi UFJ Morgan Stanley Securities
Japan
$13K +$13.4K +100 New
JCM
677
Jacobi Capital Management
Pennsylvania
$12K
AWA
678
Arkadios Wealth Advisors
Georgia
$11K
TFO
679
Tarbox Family Office
California
$11K
GWS
680
Glassman Wealth Services
Virginia
$11K +$1.88K +14 +20%
VCM
681
Versant Capital Management
Arizona
$11K +$2.41K +18 +29%
AIG
682
American International Group
New York
$10.5K -$407K -3,039 -4%
Nisa Investment Advisors
683
Nisa Investment Advisors
Missouri
$10.4K -$741K -5,535 -7%
RA
684
Resolute Advisors
California
$10K
WLPWM
685
Walled Lake Planning & Wealth Management
Illinois
$10K
GAM
686
Gemmer Asset Management
California
$10K +$2.41K +18 +32%
CQS
687
Credential Qtrade Securities
$9.08K
HR
688
Howe & Rusling
New York
$9K -$1.21K -9 -11%
TWA
689
TCI Wealth Advisors
Arizona
$9K +$1.74K +13 +23%
BWM
690
BerganKDV Wealth Management
Minnesota
$8K
EWA
691
Evolution Wealth Advisors
Florida
$8K
HWMA
692
Heritage Wealth Management (Arizona)
Arizona
$7K -$67.2K -502 -90%
ETC
693
Exchange Traded Concepts
Oklahoma
$7K -$1.61K -12 -18%
HF
694
Halpern Financial
Virginia
$6.14K
SWA
695
SOA Wealth Advisors
New York
$6K -$12.2K -91 -64%
MCM
696
MV Capital Management
Maryland
$6K +$4.82K +36 +600%
JWM
697
Janiczek Wealth Management
Colorado
$6K +$5.89K +44 New
FMP
698
Financial Management Professionals
Texas
$5K -$1.47K -11 -22%
BWA
699
BDO Wealth Advisors
Florida
$5K
CMBA
700
C.M. Bidwell & Associates
Hawaii
$5K

AME Hedge Fund Activity: Q2 2021 in Review

720 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Ametek (AME) for Q2 2021, worth a combined $26.7B — up 5% from $25.5B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new AME positions and 44 closed out — a net gain of 34 holders — while 241 added to existing stakes and 260 trimmed.

The largest buyer was Capital International Investors, adding an estimated $135M. The largest seller was Pictet Asset Management (UK), cutting an estimated $106M.

  • 720 institutional investors held Ametek (AME) as of Q2 2021, up from 692 in Q1 2021.
  • Funds reported $26.7B of Ametek stock for Q2 2021, up 5% quarter-over-quarter.
  • 78 funds opened new Ametek positions in Q2 2021 and 44 closed out, a net change of +34 holders.
  • The largest Ametek buyer in Q2 2021 was Capital International Investors, an estimated $135M added.
  • The largest Ametek seller in Q2 2021 was Pictet Asset Management (UK), an estimated $106M sold.

Based on aggregated 13F filings for Q2 2021.