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Ametek
AME

Overview Fund Activity

852 hedge funds and large institutions have $33.9B invested in Ametek in 2023 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 274 increasing their positions, 340 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
852
Holders Change
+43
Holders Change %
+5.32%
% of All Funds
12.49%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.22%
New
108
Increased
274
Reduced
340
Closed
55
Calls
$74.2M
Puts
$17.6M
Net Calls
+$56.6M
Net Calls Change
+$43.8M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$598M
2
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
+$140M
3
SCA
Southpoint Capital Advisors
New York
+$115M
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$68.1M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$64.6M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$109M
2
Boston Partners
Boston Partners
Massachusetts
-$101M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$95.4M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$53.5M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$52.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SW
676
SVB Wealth
Massachusetts
$249K +$249K +1,507 New
AP
677
Appleton Partners
Massachusetts
$247K -$494 -3 -0.2%
VIM
678
Vinva Investment Management
Australia
$246K -$352K -2,132 -59%
BTWM
679
Baker Tilly Wealth Management
Wisconsin
$243K -$6.1K -37 -2%
Simplex Trading
680
Simplex Trading
Illinois
$243K +$243K +1,474 New
MPI
681
Mairs & Power Inc
Minnesota
$243K – – –
PCM
682
Penn Capital Management
Pennsylvania
$240K -$10.7K -65 -4%
MMG
683
Monetary Management Group
Missouri
$239K – – –
NEPPG
684
New England Professional Planning Group
Rhode Island
$239K – – –
PS
685
Principal Securities
Iowa
$239K +$239K +1,448 New
EWM
686
Empirical Wealth Management
Washington
$238K +$238K +1,446 New
PWMG
687
Provence Wealth Management Group
California
$237K +$12.4K +75 +6%
FAIM
688
Financial Advocates Investment Management
Washington
$235K +$235K +1,427 New
BIAS
689
Beacon Investment Advisory Services
New Jersey
$234K – – –
RCM
690
Radnor Capital Management
Pennsylvania
$231K – – –
WANY
691
Wealthspire Advisors (New York)
New York
$231K -$127K -773 -36%
FCP
692
Fidelis Capital Partners
Florida
$228K +$228K +1,381 New
OWA
693
Outlook Wealth Advisors
Texas
$226K +$226K +1,373 New
SCM
694
Shelton Capital Management
Colorado
$225K -$22.6K -137 -9%
KWMG
695
King Wealth Management Group
Florida
$225K – – –
PTC
696
Private Trust Company
Ohio
$224K -$1.15K -7 -0.5%
PAS
697
Professional Advisory Services
Florida
$223K +$223K +1,350 New
RWP
698
Ridgecrest Wealth Partners
California
$223K +$223K +1,350 New
BRWA
699
B. Riley Wealth Advisors
Florida
$222K -$94.5K -573 -30%
EL
700
EWA LLC
Pennsylvania
$218K +$218K +1,303 New
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