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911 hedge funds and large institutions have $34.3B invested in Ametek in 2024 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 343 increasing their positions, 323 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

425% more call options, than puts

Call options by funds: $40M | Put options by funds: $7.63M

27% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 78

13% more funds holding in top 10

Funds holding in top 10: 1618 (+2)

2% more funds holding

Funds holding: 895911 (+16)

6% more repeat investments, than reductions

Existing positions increased: 343 | Existing positions reduced: 323

1% more capital invested

Capital invested by funds: $33.9B → $34.3B (+$388M)

1.6% less ownership

Funds ownership: 87.83%86.23% (-1.6%)

Holders
911
Holders Change
+16
Holders Change %
+1.79%
% of All Funds
13.08%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.26%
New
99
Increased
343
Reduced
323
Closed
78
Calls
$40M
Puts
$7.63M
Net Calls
+$32.4M
Net Calls Change
+$4.86M
Name Holding Trade Value Shares
Change
Change in
Stake
PWLP
726
Prio Wealth Limited Partnership
Massachusetts
$243K
RCM
727
Radnor Capital Management
Pennsylvania
$240K
MPWT
728
MassMutual Private Wealth & Trust
Connecticut
$238K -$19.5K -117 -8%
PP
729
PDS Planning
Ohio
$236K +$1.33K +8 +0.6%
CGL
730
Clarius Group LLC
Washington
$236K -$10.3K -62 -4%
MG
731
Mather Group
Illinois
$235K -$47.4K -284 -17%
EA
732
Everpar Advisors
Oklahoma
$235K -$55.1K -330 -19%
SCM
733
Shelton Capital Management
Colorado
$234K
KWMG
734
King Wealth Management Group
Florida
$234K
EC
735
EntryPoint Capital
New York
$233K +$226K +1,356 New
AP
736
Appleton Partners
Massachusetts
$232K
PAS
737
Professional Advisory Services
Florida
$232K
RWP
738
Ridgecrest Wealth Partners
California
$232K
BFM
739
Boothbay Fund Management
New York
$228K -$6.48M -38,842 -97%
EFS
740
Essex Financial Services
Connecticut
$220K +$2.34K +14 +1%
MWM
741
Mission Wealth Management
California
$218K -$164K -983 -44%
WAG
742
Wallace Advisory Group
California
$216K -$12.5K -75 -5%
ST
743
Smithfield Trust
Pennsylvania
$215K
BONST
744
Bank of Nova Scotia Trust
Ontario, Canada
$215K -$16.2K -97 -7%
PCM
745
Prelude Capital Management
New York
$208K +$203K +1,214 New
ECM
746
Evergreen Capital Management
Washington
$208K -$7.51K -45 -4%
Federated Hermes
747
Federated Hermes
Pennsylvania
$206K +$4.01K +24 +2%
RA
748
Riverstone Advisors
Texas
$206K
GPA
749
Guerra Pan Advisors
New Jersey
$205K +$199K +1,192 New
CFP
750
Catalyst Financial Partners
Massachusetts
$202K +$197K +1,178 New

AME Hedge Fund Activity: Q3 2024 in Review

911 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Ametek (AME) for Q3 2024, worth a combined $34.3B — up 1.1% from $33.9B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new AME positions and 78 closed out — a net gain of 21 holders — while 343 added to existing stakes and 323 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $315M. The largest seller was Massachusetts Financial Services, cutting an estimated $400M.

  • 911 institutional investors held Ametek (AME) as of Q3 2024, up from 895 in Q2 2024.
  • Funds reported $34.3B of Ametek stock for Q3 2024, up 1.1% quarter-over-quarter.
  • 99 funds opened new Ametek positions in Q3 2024 and 78 closed out, a net change of +21 holders.
  • The largest Ametek buyer in Q3 2024 was T. Rowe Price Associates, an estimated $315M added.
  • The largest Ametek seller in Q3 2024 was Massachusetts Financial Services, an estimated $400M sold.

Based on aggregated 13F filings for Q3 2024.