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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
CFD
826
Creative Financial Designs
Indiana
$16.5K
RA
827
Rise Advisors
New York
$15.6K +$14.6K +85 New
GKIM
828
GW&K Investment Management
Massachusetts
$15K -$2.76K -16 -16%
RFG
829
RFP Financial Group
Georgia
$15K
ADL
830
Asset Dedication LLC
California
$14K
RTL
831
Red Tortoise LLC
Georgia
$13.4K
CWM
832
Cedar Wealth Management
California
$13.2K
WWP
833
WR Wealth Planners
Missouri
$13.2K +$12.4K +72 New
RCM
834
Raleigh Capital Management
North Carolina
$12.6K +$7.75K +45 +188%
AA
835
Ancora Advisors
Ohio
$10.8K
AIM
836
Anchor Investment Management
South Carolina
$10.2K +$9.65K +56 New
CFS
837
CGC Financial Services
Oregon
$10.1K
BF
838
BOK Financial
Oklahoma
$9.74K -$344 -2 -4%
AP
839
Aspect Partners
Virginia
$9.69K
CTWM
840
Cherry Tree Wealth Management
Minnesota
$9.69K
EBA
841
Eagle Bay Advisors
New York
$9.14K -$689 -4 -7%
PCA
842
Providence Capital Advisors
North Carolina
$9.14K
YAL
843
Your Advocates Ltd
Texas
$9.14K
BIA
844
Bell Investment Advisors
California
$8.78K
WCM
845
Westend Capital Management
California
$8.6K +$8.1K +47 New
AWM
846
Abound Wealth Management
Tennessee
$8.24K +$689 +4 +10%
BCWM
847
Bartlett & Co Wealth Management
Ohio
$8.23K
TWD
848
True Wealth Design
Ohio
$7.99K +$517 +3 +7%
VCM
849
Versant Capital Management
Arizona
$7.87K
TH
850
TCTC Holdings
Texas
$7.87K +$7.41K +43 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.