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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
FL
701
Fort LP
Maryland
$268K -$28.9K -168 -10%
BIG
702
Brooklyn Investment Group
New York
$267K -$8.27K -48 -3%
MMG
703
Monetary Management Group
Missouri
$265K
MG
704
Mather Group
Illinois
$265K +$344 +2 +0.1%
FCP
705
Fidelis Capital Partners
Florida
$265K +$11.5K +67 +5%
CI
706
Conning Inc
Connecticut
$264K +$29.6K +172 +14%
FAIM
707
Financial Advocates Investment Management
Washington
$261K +$172 +1 +0.1%
BIAS
708
Beacon Investment Advisory Services
New Jersey
$258K -$861 -5 -0.4%
PP
709
PDS Planning
Ohio
$256K -$19.1K -111 -7%
RCM
710
Radnor Capital Management
Pennsylvania
$256K
DADC
711
D.A. Davidson & Co
Montana
$251K +$27K +157 +13%
NG
712
Norden Group
Utah
$251K +$236K +1,371 New
KWMG
713
King Wealth Management Group
Florida
$250K
SCM
714
Shelton Capital Management
Colorado
$250K
PAS
715
Professional Advisory Services
Florida
$247K
PTC
716
Private Trust Company
Ohio
$247K -$1.03K -6 -0.4%
RWP
717
Ridgecrest Wealth Partners
California
$247K
SAM
718
Shell Asset Management
Netherlands
$245K -$929K -5,396 -79%
FT
719
Fiduciary Trust
Massachusetts
$244K +$230K +1,333 New
BSW
720
Buckingham Strategic Wealth
Missouri
$243K +$228K +1,326 New
PCM
721
Penn Capital Management
Pennsylvania
$239K -$25.1K -146 -10%
PAS
722
Point72 Asia (Singapore)
Singapore
$239K +$225K +1,307 New
BL
723
Balentine LLC
Georgia
$238K -$1.03K -6 -0.5%
NS
724
NBC Securities
Alabama
$236K
AAM
725
Advisors Asset Management
Colorado
$235K -$152K -880 -41%

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.