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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
GM
751
GeoWealth Management
Illinois
$197K -$15.5K -93 -8%
AF
752
Allworth Financial
California
$182K +$100K +602 +131%
OAM
753
Ostrum Asset Management
France
$181K +$2.17K +13 +1%
AWM
754
Avior Wealth Management
Nebraska
$180K -$3.5K -21 -2%
NS
755
NBC Securities
Alabama
$179K -$7.34K -44 -4%
SIM
756
Sentry Investment Management
Wisconsin
$172K
LWCFA
757
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$167K +$167K +1,000 New
TFIPS
758
Towarzystwo Funduszy Inwestycyjnych PZU SA
$161K -$24.2K -145 -13%
WT
759
Washington Trust
Rhode Island
$149K
PFBT
760
Parkside Financial Bank & Trust
Missouri
$130K -$1.84K -11 -1%
GRP
761
Global Retirement Partners
California
$121K -$40.1K -240 -25%
AA
762
Alta Advisers
United Kingdom
$120K
CT
763
Colonial Trust
South Carolina
$115K +$112K +670 New
ATS
764
Ashton Thomas Securities
New York
$114K +$111K +663 New
EB
765
Eastern Bank
Massachusetts
$101K +$97.8K +586 New
SWM
766
Spire Wealth Management
Virginia
$98.3K +$35.2K +211 +58%
UB
767
UMB Bank
Missouri
$95K +$7.34K +44 +9%
HIA
768
Harbor Investment Advisory
Maryland
$85.5K -$4.67K -28 -5%
CH
769
Cromwell Holdings
Wyoming
$83.5K +$6.34K +38 +8%
CFO
770
CVA Family Office
Colorado
$80K +$1.5K +9 +2%
LI
771
LRI Investments
Florida
$76K -$134K -802 -67%
Optiver Holding
772
Optiver Holding
Netherlands
$74.2K +$72.1K +432 New
LC
773
Lindbrook Capital
California
$71.3K -$12.4K -74 -15%
UFF
774
USA Financial Formulas
Michigan
$70.1K -$160K -956 -70%
LWANC
775
Laurel Wealth Advisors (North Carolina)
North Carolina
$68.7K

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.