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
OAM
751
Ostrum Asset Management
France
$205K
CFP
752
Catalyst Financial Partners
Massachusetts
$202K +$195K +1,132 New
SC
753
Scotia Capital
Ontario, Canada
$201K +$190K +1,101 New
Marshall Wace
754
Marshall Wace
United Kingdom
$201K -$207K -1,200 -52%
EFS
755
Essex Financial Services
Connecticut
$200K +$188K +1,094 New
ZB
756
Zions Bancorporation
Utah
$199K +$179K +1,041 +2,124%
Federated Hermes
757
Federated Hermes
Pennsylvania
$198K +$861 +5 +0.5%
TFIPS
758
Towarzystwo Funduszy Inwestycyjnych PZU SA
$198K
BFEC
759
Benjamin F. Edwards & Company
Missouri
$191K +$11K +64 +7%
FFA
760
Farther Finance Advisors
California
$167K +$58.6K +340 +58%
PAM
761
Paradigm Asset Management
New York
$165K -$51.7K -300 -25%
SWM
762
Spire Wealth Management
Virginia
$161K +$3.44K +20 +2%
EDRH
763
Edmond de Rothschild Holding
Switzerland
$159K +$12.7K +74 +9%
EWA
764
EverSource Wealth Advisors
Alabama
$157K +$10.5K +61 +7%
WT
765
Washington Trust
Rhode Island
$157K
PFBT
766
Parkside Financial Bank & Trust
Missouri
$137K +$4.48K +26 +4%
BTI
767
Blue Trust Inc
Georgia
$130K +$89.2K +518 +271%
Walleye Trading
768
Walleye Trading
New York
$129K -$1.94M -11,285 -94%
AA
769
Alta Advisers
United Kingdom
$128K
UB
770
UMB Bank
Missouri
$126K -$152K -882 -56%
UFF
771
USA Financial Formulas
Michigan
$113K +$102K +595 +2,380%
CT
772
Cambridge Trust
Massachusetts
$107K
SIC
773
Salem Investment Counselors
North Carolina
$105K +$47.7K +277 +93%
DJSG
774
D.J. St. Germain
Massachusetts
$103K
GAA
775
Global Assets Advisory
Florida
$100K +$3.11M +18,046 New

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.