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987 hedge funds and large institutions have $36B invested in Ametek in 2024 Q4 according to their latest regulatory filings, with 139 funds opening new positions, 349 increasing their positions, 353 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

162% more first-time investments, than exits

New positions opened: 139 | Existing positions closed: 53

119% more call options, than puts

Call options by funds: $59.9M | Put options by funds: $27.4M

17% more funds holding in top 10

Funds holding in top 10: 1821 (+3)

8% more funds holding

Funds holding: 911987 (+76)

5% more capital invested

Capital invested by funds: $34.3B → $36B (+$1.74B)

0.16% more ownership

Funds ownership: 86.23%86.39% (+0.16%)

1% less repeat investments, than reductions

Existing positions increased: 349 | Existing positions reduced: 353

Holders
987
Holders Change
+76
Holders Change %
+8.34%
% of All Funds
13%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.28%
New
139
Increased
349
Reduced
353
Closed
53
Calls
$59.9M
Puts
$27.4M
Net Calls
+$32.5M
Net Calls Change
+$139K
Name Holding Trade Value Shares
Change
Change in
Stake
CT
801
Colonial Trust
South Carolina
$143K +$23K +126 +19%
TPCW
802
TD Private Client Wealth
New York
$139K -$1.85M -10,159 -93%
PFBT
803
Parkside Financial Bank & Trust
Missouri
$137K
AF
804
Atala Financial
California
$135K +$136K +749 New
QL
805
Quarry LP
New York
$131K +$77.2K +424 +141%
PCM
806
Penserra Capital Management
California
$108K +$107K +587 +2,795%
EB
807
Eastern Bank
Massachusetts
$106K
VWM
808
Venturi Wealth Management
Texas
$105K -$457K -2,510 -81%
SWM
809
Spire Wealth Management
Virginia
$103K +$182 +1 +0.2%
CFO
810
CVA Family Office
Colorado
$90K +$6.01K +33 +7%
HIA
811
Harbor Investment Advisory
Maryland
$89.8K
PTC
812
Private Trust Company
Ohio
$88.5K -$214K -1,177 -71%
PEAK6
813
PEAK6
Illinois
$86.5K +$87.4K +480 New
LC
814
Lindbrook Capital
California
$83.3K +$8.56K +47 +11%
UB
815
UMB Bank
Missouri
$83.1K -$16.8K -92 -17%
CH
816
Cromwell Holdings
Wyoming
$80.8K -$6.92K -38 -8%
JFGIW
817
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$79K +$37K +203 +90%
IA
818
IFP Advisors
Florida
$75.9K +$4.55K +25 +6%
BTI
819
Blue Trust Inc
Georgia
$74.8K -$325K -1,783 -81%
LWANC
820
Laurel Wealth Advisors (North Carolina)
North Carolina
$72.1K
T
821
TOBAM
France
$72K +$7.47K +41 +12%
MWA
822
Medallion Wealth Advisors
Connecticut
$70.1K +$70.9K +389 New
LI
823
LRI Investments
Florida
$67.9K -$2.73K -15 -4%
GRP
824
Global Retirement Partners
California
$67K -$61K -335 -47%
UFF
825
USA Financial Formulas
Michigan
$65.4K -$8.2K -45 -11%