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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.72B +$42.8M +300,992 +1%
BlackRock
2
BlackRock
New York
$2.36B +$93.6M +658,629 +4%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.46B +$369M +2,597,135 +35%
State Street
4
State Street
Massachusetts
$1.28B -$12.6M -88,383 -1%
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$1.25B +$9.41M +66,204 +0.8%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$929M +$347M +2,440,787 +62%
JP Morgan Chase
7
JP Morgan Chase
New York
$696M -$3.92M -27,571 -0.6%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$686M +$15M +105,377 +2%
ATO
9
Alecta Tjanstepension Omsesidigt
Sweden
$674M -$27.7M -195,000 -4%
Capital International Investors
10
Capital International Investors
California
$633M +$60.6M +425,993 +11%
AllianceBernstein
11
AllianceBernstein
Tennessee
$613M -$82.1M -577,460 -12%
Norges Bank
12
Norges Bank
Norway
$546M +$15.5M +108,984 +3%
Boston Partners
13
Boston Partners
Massachusetts
$525M +$1.43M +10,081 +0.3%
Morgan Stanley
14
Morgan Stanley
New York
$508M -$25.9M -182,442 -5%
Goldman Sachs
15
Goldman Sachs
New York
$376M +$84M +590,712 +30%
Wellington Management Group
16
Wellington Management Group
Massachusetts
$370M -$16.3M -114,603 -4%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$362M -$5.96M -41,958 -2%
CIP
18
Champlain Investment Partners
Vermont
$359M -$4.86M -34,175 -1%
Invesco
19
Invesco
Georgia
$345M -$14.1M -99,079 -4%
Northern Trust
20
Northern Trust
Illinois
$338M +$2.06M +14,461 +0.6%
Flossbach Von Storch
21
Flossbach Von Storch
Germany
$319M -$5.11M -35,924 -2%
Ameriprise
22
Ameriprise
Minnesota
$303M -$30.4M -214,191 -9%
HL
23
Harding Loevner
New Jersey
$300M -$8.92M -62,728 -3%
N
24
Nuveen
North Carolina
$297M +$14.3M +100,614 +5%
Mawer Investment Management
25
Mawer Investment Management
Alberta, Canada
$247M -$62.6M -440,546 -21%

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.