We are live on ! Find out more

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
BTWM
676
Baker Tilly Wealth Management
Wisconsin
$310K +$37.4K +217 +15%
1WA
677
180 Wealth Advisors
Washington
$309K -$3.79K -22 -1%
FTIS
678
First Trust Investment Solutions
Florida
$305K +$288K +1,670 New
HKIMG
679
Hutchens & Kramer Investment Management Group
Indiana
$305K +$19.6K +114 +7%
DIM
680
Delta Investment Management
California
$305K +$3.96K +23 +1%
ACA
681
Aptus Capital Advisors
Alabama
$302K +$284K +1,651 New
MIA
682
MainStreet Investment Advisors
Illinois
$302K
CL
683
Choreo LLC
Illinois
$300K -$2.07K -12 -0.7%
EA
684
Everpar Advisors
Oklahoma
$298K -$271K -1,571 -49%
GT
685
Glenview Trust
Kentucky
$298K -$1.55K -9 -0.5%
KBFS
686
Kohmann Bosshard Financial Services
Ohio
$294K
CI
687
CX Institutional
Indiana
$293K +$72.9K +423 +36%
AIM
688
Acropolis Investment Management
Missouri
$292K -$10.3K -60 -4%
MIM
689
Morningstar Investment Management
Illinois
$291K
MFG
690
MidWestOne Financial Group
Iowa
$289K
PS
691
Principal Securities
Iowa
$284K +$18.1K +105 +7%
BRWA
692
B. Riley Wealth Advisors
Florida
$284K +$98.7K +573 +43%
CGL
693
Clarius Group LLC
Washington
$280K -$50.5K -293 -16%
CSIC
694
Clifford Swan Investment Counsel
California
$277K
CMBA
695
C.M. Bidwell & Associates
Hawaii
$276K -$6.72K -39 -3%
AP
696
Appleton Partners
Massachusetts
$274K
LA
697
Legacy Advisors
Pennsylvania
$273K +$35.7K +207 +16%
FW
698
FirstPurpose Wealth
Utah
$271K -$9.3K -54 -3%
PRC
699
Pearl River Capital
Michigan
$271K -$501K -2,911 -66%
FMLI
700
Fukoku Mutual Life Insurance
Japan
$270K -$121K -704 -32%

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.