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Ametek
AME

820 hedge funds and large institutions have $32.6B invested in Ametek in 2023 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 296 increasing their positions, 298 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

315% more call options, than puts

Call options by funds: $38.4M | Put options by funds: $9.27M

104% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 46

14% more funds holding in top 10

Funds holding in top 10: 14 → 16 (+2)

12% more capital invested

Capital invested by funds: $29.2B → $32.6B (+$3.41B)

6% more funds holding

Funds holding: 774 → 820 (+46)

0.38% more ownership

Funds ownership: 87.23% → 87.61% (+0.38%)

1% less repeat investments, than reductions

Existing positions increased: 296 | Existing positions reduced: 298

Holders
820
Holders Change
+46
Holders Change %
+5.94%
% of All Funds
12.87%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.25%
New
94
Increased
296
Reduced
298
Closed
46
Calls
$38.4M
Puts
$9.27M
Net Calls
+$29.2M
Net Calls Change
+$5.96M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$240M
2
BlackRock
BlackRock
New York
+$127M
3
Millennium Management
Millennium Management
New York
+$92.1M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$72.5M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$63.1M

Top Sellers

1
ATO
Alecta Tjanstepension Omsesidigt
Sweden
-$207M
2
HL
Harding Loevner
New Jersey
-$71.7M
3
Citadel Advisors
Citadel Advisors
Florida
-$70.2M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$61.2M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$52.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
801
SOA Wealth Advisors
New York
$2.1K – – –
MHR
802
Matthew Hamilton Rosenberg
$1.78K – – –
NSIM
803
North Star Investment Management
Illinois
$1.78K – – –
WWM
804
Wolff Wiese Magana
California
$1.62K – – –
ACA
805
Atlas Capital Advisors
Wyoming
$1.62K – – –
MBFW
806
Morton Brown Family Wealth
Pennsylvania
$1.46K +$1.31K +9 New
CAM
807
ClariVest Asset Management
California
$1K – – –
SF
808
Safeguard Financial
Wisconsin
$1K +$1.02K +7 New
TFM
809
TFC Financial Management
Massachusetts
$972 -$32.7K -224 -97%
CWC
810
Carolinas Wealth Consulting
North Carolina
$971 – – –
LIM
811
Longfellow Investment Management
Massachusetts
$971 – – –
GFPC
812
Global Financial Private Client
Florida
$965 – – –
CTA
813
Colonial Trust Advisors
South Carolina
$809 – – –
AAP
814
Arax Advisory Partners
Colorado
$648 +$584 +4 New
FFL
815
Financial Freedom LLC
Ohio
$492 – – –
TWP
816
TFO Wealth Partners
Ohio
$486 – – –
DWA
817
Delos Wealth Advisors
Texas
$324 – – –
Comerica Bank
818
Comerica Bank
Texas
$221 +$50.3M +344,629 New
FGAM
819
Financial Gravity Asset Management
Texas
$75 +$2.48K +17 +12%
Capital Research Global Investors
820
Capital Research Global Investors
California
– -$47.3M -325,759 Closed
CVA
821
Ceredex Value Advisors
Florida
– -$35.2M -241,872 Closed
CLOS
822
Compagnie Lombard Odier SCmA
Switzerland
– -$28.4M -195,421 Closed
ZIG
823
Zurich Insurance Group
Switzerland
– -$23.3M -160,074 Closed
NIG
824
NFJ Investment Group
Texas
– -$20.6M -141,673 Closed
Point72 Asset Management
825
Point72 Asset Management
Connecticut
– -$15.8M -108,375 Closed
31 32
33
34 35

AME Hedge Fund Activity: Q2 2023 in Review

820 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Ametek (AME) for Q2 2023, worth a combined $32.6B — up 12% from $29.2B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new AME positions and 46 closed out — a net gain of 48 holders — while 296 added to existing stakes and 298 trimmed.

The largest buyer was T. Rowe Price Investment Management, opening a new position worth an estimated $240M. The largest seller was Alecta Tjanstepension Omsesidigt, cutting an estimated $207M.

  • 820 institutional investors held Ametek (AME) as of Q2 2023, up from 774 in Q1 2023.
  • Funds reported $32.6B of Ametek stock for Q2 2023, up 12% quarter-over-quarter.
  • 94 funds opened new Ametek positions in Q2 2023 and 46 closed out, a net change of +48 holders.
  • The largest Ametek buyer in Q2 2023 was T. Rowe Price Investment Management, an estimated $240M added.
  • The largest Ametek seller in Q2 2023 was Alecta Tjanstepension Omsesidigt, an estimated $207M sold.

Based on aggregated 13F filings for Q2 2023.