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Ametek
AME

774 hedge funds and large institutions have $29.2B invested in Ametek in 2023 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 252 increasing their positions, 328 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

343% more call options, than puts

Call options by funds: $30M | Put options by funds: $6.77M

2% more capital invested

Capital invested by funds: $28.7B → $29.2B (+$451M)

0% more funds holding in top 10

Funds holding in top 10: 14 → 14 (0)

6% less first-time investments, than exits

New positions opened: 61 | Existing positions closed: 65

2% less funds holding

Funds holding: 787 → 774 (-13)

1.66% less ownership

Funds ownership: 88.89% → 87.23% (-1.7%)

23% less repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 328

Holders
774
Holders Change
-13
Holders Change %
-1.65%
% of All Funds
12.33%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.22%
New
61
Increased
252
Reduced
328
Closed
65
Calls
$30M
Puts
$6.77M
Net Calls
+$23.2M
Net Calls Change
+$3.21M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$369M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$347M
3
BlackRock
BlackRock
New York
+$93.6M
4
Goldman Sachs
Goldman Sachs
New York
+$84M
5
Amundi
Amundi
France
+$75.6M

Top Sellers

Rank Fund Capital Flow
1
UBS AM
UBS AM
Illinois
-$475M
2
Bessemer Group
Bessemer Group
New Jersey
-$181M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$119M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$82.1M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$67.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
826
Accurate Wealth Management
Florida
– -$7.71K -54 Closed
ZIG
827
Zullo Investment Group
Pennsylvania
– -$7.54K -54 Closed
CWP
828
Concord Wealth Partners
Virginia
– -$5.17K -37 Closed
BCA
829
Bray Capital Advisors
Florida
– -$5.03K -36 Closed
CYG
830
Clean Yield Group
Vermont
– -$4.75K -34 Closed
PP
831
Pacifica Partners
Canada
– -$3.23K -23 Closed
SC
832
Sierra Capital
Florida
– -$3K -19 Closed
MCC
833
Money Concepts Capital
Florida
– -$2.1K -15 Closed
HGWM
834
Harvest Group Wealth Management
Massachusetts
– -$1.71K -12 Closed
BHWM
835
Beaird Harris Wealth Management
Texas
– -$1.54K -11 Closed
MPCL
836
My Personal CFO LLC
Washington
– -$1.12K -8 Closed
AA
837
Addison Advisors
Vermont
– -$838 -6 Closed
FWA
838
Freedom Wealth Alliance
Wisconsin
– -$838 -6 Closed
30 31 32 33
34

AME Hedge Fund Activity: Q1 2023 in Review

774 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Ametek (AME) for Q1 2023, worth a combined $29.2B — up 1.6% from $28.7B a quarter earlier.

Sellers outnumbered buyers: 65 funds closed out of AME and 61 opened new positions — a net loss of 4 holders — while 328 trimmed existing stakes and 252 added.

The largest buyer was Fidelity Investments, adding an estimated $369M. The largest seller was UBS AM, cutting an estimated $475M.

  • 774 institutional investors held Ametek (AME) as of Q1 2023, down from 787 in Q4 2022.
  • Funds reported $29.2B of Ametek stock for Q1 2023, up 1.6% quarter-over-quarter.
  • 61 funds opened new Ametek positions in Q1 2023 and 65 closed out, a net change of -4 holders.
  • The largest Ametek buyer in Q1 2023 was Fidelity Investments, an estimated $369M added.
  • The largest Ametek seller in Q1 2023 was UBS AM, an estimated $475M sold.

Based on aggregated 13F filings for Q1 2023.