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Ametek
AME

Overview Fund Activity

976 hedge funds and large institutions have $36B invested in Ametek in 2024 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 345 increasing their positions, 351 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
976
Holders Change
+72
Holders Change %
+7.96%
% of All Funds
13%
Holding in Top 10
21
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+23.53%
% of All Funds
0.28%
New
135
Increased
345
Reduced
351
Closed
53
Calls
$59.9M
Puts
$27.4M
Net Calls
+$32.5M
Net Calls Change
+$139K

Top Buyers

1
Capital World Investors
Capital World Investors
California
$1.04B
2
Lazard Asset Management
Lazard Asset Management
New York
$219M
3
American Century Companies
American Century Companies
Missouri
$203M
4
Citadel Advisors
Citadel Advisors
Florida
$91.2M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$97.6M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
$52M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$537M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.01B
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.63B
5
CIP
Champlain Investment Partners
Vermont
$257M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWA
926
Heritage Wealth Advisors
Virginia
$3.06K +$541 +3 +21%
SO
927
Sierra Ocean
California
$2.89K +$2.89K +16 New
BF
928
BOK Financial
Oklahoma
$2.82K – – –
MAS
929
MPWM Advisory Solutions
Georgia
$2.7K +$2.7K +15 New
VWA
930
Valued Wealth Advisors
Utah
$2.35K – – –
TCA
931
Trifecta Capital Advisors
Illinois
$2.34K – – –
SWA
932
SOA Wealth Advisors
New York
$2.34K – – –
FMP
933
Financial Management Professionals
Texas
$2.34K +$541 +3 +30%
NC
934
NewSquare Capital
Pennsylvania
$2.16K +$2.16K +12 New
TCM
935
TD Capital Management
Tennessee
$1.99K – – –
MHR
936
Matthew Hamilton Rosenberg
$1.98K – – –
GFPC
937
Global Financial Private Client
Florida
$1.98K +$901 +5 +83%
AP
938
Atwood & Palmer
Missouri
$1.8K – – –
WWM
939
Wolff Wiese Magana
California
$1.8K – – –
TC
940
Tacita Capital
Ontario, Canada
$1.8K – – –
PWMG
941
Private Wealth Management Group
New Jersey
$1.8K +$1.8K +10 New
OSNBOA
942
Old Second National Bank of Aurora
Illinois
$1.8K +$1.8K +10 New
ACA
943
Atlas Capital Advisors
Wyoming
$1.8K – – –
TSMHT
944
Thurston Springer Miller Herd & Titak
Indiana
$1.8K +$1.8K +10 New
CAS
945
Coppell Advisory Solutions
Texas
$1.63K +$1.63K +9 New
MBFW
946
Morton Brown Family Wealth
Pennsylvania
$1.62K – – –
HWP
947
Highline Wealth Partners
California
$1.62K +$1.08K +6 +200%
CPG
948
Cornerstone Planning Group
New Jersey
$1.48K +$1.11K +6 +300%
CWA
949
Carolina Wealth Advisors
South Carolina
$1.44K – – –
KIM
950
Kestra Investment Management
Texas
$1.27K +$1.27K +7 New
36 37
38
39 40