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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
SS
701
Sunbelt Securities
Texas
$17.4K +$17.3K +122 New
RTC
702
Riverview Trust Company
Washington
$15.3K
TCCM
703
Timber Creek Capital Management
Massachusetts
$15.1K -$6.54K -46 -31%
IA
704
IFP Advisors
Florida
$15K -$71.5K -503 -71%
PWMG
705
Prestige Wealth Management Group
New Jersey
$14.5K
BAAM
706
Baker Avenue Asset Management
California
$13.4K
AF
707
Advisornet Financial
Minnesota
$13.2K -$1.56K -11 -11%
LFG
708
Larson Financial Group
Missouri
$13.2K
PCA
709
Providence Capital Advisors
North Carolina
$13.2K +$12.9K +91 New
HCP
710
Hexagon Capital Partners
Arkansas
$13.1K
JWA
711
JFS Wealth Advisors
Pennsylvania
$12.5K -$284 -2 -2%
BIA
712
Bell Investment Advisors
California
$12.1K +$853 +6 +8%
CFGS
713
Concourse Financial Group Securities
Alabama
$12.1K -$1.42K -10 -11%
CAL
714
Capital Advisors Ltd
Ohio
$12K -$569 -4 -4%
ADL
715
Asset Dedication LLC
California
$12K +$10.4K +73 +1,825%
CAC
716
Core Alternative Capital
Georgia
$10.9K +$2.56K +18 +32%
FFA
717
Farther Finance Advisors
California
$10.6K -$4.55K -32 -30%
RTL
718
Red Tortoise LLC
Georgia
$10.6K
CWM
719
Cedar Wealth Management
California
$10.5K
WWP
720
WR Wealth Planners
Missouri
$10.3K +$10.1K +71 New
BEI
721
Benjamin Edwards Inc
Missouri
$10K +$142 +1 +1%
CFD
722
Creative Financial Designs
Indiana
$9.74K +$4.97K +35 +109%
SFG
723
Steward Financial Group
Texas
$9K +$5.4K +38 +152%
EBA
724
Eagle Bay Advisors
New York
$8.14K -$426 -3 -5%
IRC
725
Investors Research Corp
Georgia
$8.14K

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.