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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
VWA
876
Valued Wealth Advisors
Utah
$2.24K +$1K +6 +86%
TCA
877
Trifecta Capital Advisors
Illinois
$2.23K
SWA
878
SOA Wealth Advisors
New York
$2.23K
CA
879
CoreCap Advisors
Michigan
$2.23K +$2.17K +13 New
FMP
880
Financial Management Professionals
Texas
$2K
TCM
881
TD Capital Management
Tennessee
$1.9K
MHR
882
Matthew Hamilton Rosenberg
$1.89K
AP
883
Atwood & Palmer
Missouri
$1.72K
WWM
884
Wolff Wiese Magana
California
$1.72K
ACA
885
Atlas Capital Advisors
Wyoming
$1.72K
TC
886
Tacita Capital
Ontario, Canada
$1.72K
SS
887
Sunbelt Securities
Texas
$1.72K +$1.67K +10 New
MBFW
888
Morton Brown Family Wealth
Pennsylvania
$1.54K
CWA
889
Carolina Wealth Advisors
South Carolina
$1.37K +$1.33K +8 New
BHWM
890
Beaird Harris Wealth Management
Texas
$1.2K -$167 -1 -13%
M
891
MOTCO
Texas
$1.2K
1IA
892
1620 Investment Advisors
Massachusetts
$1.08K +$1K +6 New
CWC
893
Carolinas Wealth Consulting
North Carolina
$1.03K -$42.2K -253 -98%
VCM
894
Versant Capital Management
Arizona
$1.03K -$6.01K -36 -86%
CAC
895
Core Alternative Capital
Georgia
$1.03K
GFPC
896
Global Financial Private Client
Florida
$1.03K
LIM
897
Longfellow Investment Management
Massachusetts
$1.03K
CPA
898
Capital Performance Advisors
California
$1.03K +$1K +6 New
CA
899
Claris Advisors
Missouri
$1.03K +$1K +6 New
TFA
900
Transamerica Financial Advisors
Florida
$1K +$334 +2 New

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.