We are live on ! Find out more

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: 1414 (0)

6% less first-time investments, than exits

New positions opened: 61 | Existing positions closed: 65

2% less funds holding

Funds holding: 787774 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
CVA
101
Ceredex Value Advisors
Florida
$35.2M -$21.3M -150,012 -38%
State of Tennessee, Department of Treasury
102
State of Tennessee, Department of Treasury
Tennessee
$34.8M +$25.5M +179,513 +299%
Thrivent Financial for Lutherans
103
Thrivent Financial for Lutherans
Minnesota
$34.2M +$4.69K +33 +0%
New York State Teachers Retirement System (NYSTRS)
104
New York State Teachers Retirement System (NYSTRS)
New York
$34.2M -$200K -1,408 -0.6%
Fidelity International
105
Fidelity International
Bermuda
$33.3M -$3.56M -25,056 -10%
AAP
106
Aristotle Atlantic Partners
Florida
$32.6M +$112K +787 +0.4%
Bank of Montreal
107
Bank of Montreal
Ontario, Canada
$32.5M -$10.6M -74,385 -25%
PNC Financial Services Group
108
PNC Financial Services Group
Pennsylvania
$30.6M +$5.97M +42,022 +25%
ERSOT
109
Employees Retirement System of Texas
Texas
$30.4M +$7.82M +55,000 +36%
Public Employees Retirement Association of Colorado
110
Public Employees Retirement Association of Colorado
Colorado
$29.9M
Jennison Associates
111
Jennison Associates
New York
$29.4M -$8.16M -57,440 -22%
Envestnet Asset Management
112
Envestnet Asset Management
Illinois
$29.3M +$1.24M +8,723 +5%
OCM
113
Osterweis Capital Management
California
$29M -$1.81M -12,730 -6%
Prudential Financial
114
Prudential Financial
New Jersey
$28.7M -$11.7M -82,448 -26%
CLOS
115
Compagnie Lombard Odier SCmA
Switzerland
$28.4M -$6.44M -45,305 -19%
CIBC Private Wealth Group
116
CIBC Private Wealth Group
Georgia
$27.9M -$387K -2,724 -1%
Allspring Global Investments
117
Allspring Global Investments
North Carolina
$27.8M -$2.81M -19,767 -9%
Susquehanna International Group
118
Susquehanna International Group
Pennsylvania
$27.6M +$14.8M +104,428 +122%
TRSOTSOK
119
Teachers Retirement System of the State of Kentucky
Kentucky
$27.5M -$588K -4,140 -2%
EIP
120
Epoch Investment Partners
New York
$27.1M +$2.68M +18,833 +11%
Citigroup
121
Citigroup
New York
$26.8M +$5.32M +37,429 +25%
BPC
122
Banque Pictet & Cie
Switzerland
$26M -$1.61M -11,301 -6%
Mitsubishi UFJ Asset Management
123
Mitsubishi UFJ Asset Management
Japan
$25.9M +$2.4M +16,876 +10%
DCM
124
Dupont Capital Management
Delaware
$25.9M +$1.95M +13,728 +8%
Robeco Institutional Asset Management
125
Robeco Institutional Asset Management
Netherlands
$25.8M +$15.4M +108,293 +156%

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.