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Ametek
AME

Overview Fund Activity

890 hedge funds and large institutions have $33.9B invested in Ametek in 2024 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 365 increasing their positions, 291 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
890
Holders Change
-13
Holders Change %
-1.44%
% of All Funds
12.95%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.23%
New
86
Increased
365
Reduced
291
Closed
86
Calls
$43.5M
Puts
$16M
Net Calls
+$27.5M
Net Calls Change
-$27.1M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$563M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.32B
3
Bank of New York Mellon
Bank of New York Mellon
New York
$601M
4
Principal Financial Group
Principal Financial Group
Iowa
$163M
5
UBS AM
UBS AM
Illinois
$275M

Top Sellers

1
Capital International Investors
Capital International Investors
California
$163M
2
HL
Harding Loevner
New Jersey
$0
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$257M
4
Ameriprise
Ameriprise
Minnesota
$285M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$237M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSIC
701
Clifford Swan Investment Counsel
California
$253K – – –
DWM
702
Diversify Wealth Management
Utah
$252K +$252K +1,629 New
CVA
703
Central Valley Advisors
California
$252K +$252K +50 New
MPWT
704
MassMutual Private Wealth & Trust
Connecticut
$251K -$47.3K -284 -16%
CMBA
705
C.M. Bidwell & Associates
Hawaii
$250K -$1K -6 -0.4%
CI
706
Conning Inc
Connecticut
$250K +$9.17K +55 +4%
QWP
707
Quotient Wealth Partners
Texas
$247K -$61K -366 -20%
FMLI
708
Fukoku Mutual Life Insurance
Japan
$246K – – –
LA
709
Legacy Advisors
Pennsylvania
$243K -$5.67K -34 -2%
FL
710
Fort LP
Maryland
$242K -$1.67K -10 -0.7%
TPI
711
Trust Point Inc
Wisconsin
$242K -$166K -995 -41%
CGL
712
Clarius Group LLC
Washington
$241K -$14.3K -86 -6%
EWM
713
Empirical Wealth Management
Washington
$238K +$238K +1,429 New
PWLP
714
Prio Wealth Limited Partnership
Massachusetts
$236K +$25K +150 +12%
RCM
715
Radnor Capital Management
Pennsylvania
$233K – – –
WAG
716
Wallace Advisory Group
California
$229K +$229K +1,371 New
PP
717
PDS Planning
Ohio
$228K -$5.34K -32 -2%
KWMG
718
King Wealth Management Group
Florida
$228K – – –
SCM
719
Shelton Capital Management
Colorado
$228K – – –
UFF
720
USA Financial Formulas
Michigan
$227K +$124K +744 +120%
EL
721
EWA LLC
Pennsylvania
$226K +$1.38K +8 +0.6%
PTC
722
Private Trust Company
Ohio
$225K – – –
RWP
723
Ridgecrest Wealth Partners
California
$225K – – –
AP
724
Appleton Partners
Massachusetts
$225K -$25K -150 -10%
PAS
725
Professional Advisory Services
Florida
$225K – – –
27 28
29
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