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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
IFS
676
Intelligent Financial Strategies
Minnesota
$34.4K
TFM
677
TFC Financial Management
Massachusetts
$33.4K +$32.7K +230 New
GWS
678
Glassman Wealth Services
Virginia
$32.8K +$2.7K +19 +9%
GFWA
679
Grey Fox Wealth Advisors
Delaware
$32.7K +$2.84K +20 +10%
DMBA
680
Deseret Mutual Benefit Administrators
Utah
$32.6K
EI
681
Ellevest Inc
New York
$32.6K +$1.71K +12 +6%
LC
682
Lindbrook Capital
California
$32.4K +$2.42K +17 +8%
TC
683
Truvestments Capital
Florida
$32.2K -$13.9K -98 -31%
SWM
684
Spire Wealth Management
Virginia
$31.7K -$284 -2 -0.9%
BAM
685
Belpointe Asset Management
Nevada
$31.2K -$3.98K -28 -12%
LS
686
Livforsakringsbolaget Skandia
Sweden
$30.4K
CCA
687
Column Capital Advisors
Indiana
$29.1K
RFA
688
Resurgent Financial Advisors
Georgia
$28.8K -$142 -1 -0.5%
FRA
689
Front Row Advisors
California
$28K
QC
690
Quent Capital
New York
$24.1K
TWA
691
TCI Wealth Advisors
Arizona
$22.8K
GRP
692
Global Retirement Partners
California
$21.9K -$426 -3 -2%
TFA
693
Toth Financial Advisory
Virginia
$21.8K
GWSG
694
GPS Wealth Strategies Group
Colorado
$21.8K +$21.3K +150 New
BFEC
695
Benjamin F. Edwards & Company
Missouri
$21K
EL
696
EMFO LLC
Florida
$20.2K
C
697
Covestor
United Kingdom
$18K -$5.83K -41 -25%
APW
698
Atlantic Private Wealth
North Carolina
$17.9K +$17.5K +123 New
MCM
699
MV Capital Management
Maryland
$17.7K +$711 +5 +4%
AIA
700
Arcadia Investment Advisors
Idaho
$17.4K +$2.42K +17 +17%

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.