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855 hedge funds and large institutions have $34B invested in Ametek in 2023 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 275 increasing their positions, 340 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

321% more call options, than puts

Call options by funds: $74.2M | Put options by funds: $17.6M

100% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 55

15% more funds holding in top 10

Funds holding in top 10: 1315 (+2)

14% more capital invested

Capital invested by funds: $29.9B → $34B (+$4.07B)

6% more funds holding

Funds holding: 810855 (+45)

1.63% more ownership

Funds ownership: 87.61%89.23% (+1.6%)

19% less repeat investments, than reductions

Existing positions increased: 275 | Existing positions reduced: 340

Holders
855
Holders Change
+45
Holders Change %
+5.56%
% of All Funds
12.47%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.22%
New
110
Increased
275
Reduced
340
Closed
55
Calls
$74.2M
Puts
$17.6M
Net Calls
+$56.6M
Net Calls Change
+$43.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.22B +$12.9M +84,832 +0.3%
BlackRock
2
BlackRock
New York
$2.86B -$4.7M -30,818 -0.2%
State Street
3
State Street
Massachusetts
$1.48B +$22.8M +149,849 +2%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.47B -$48.5M -317,836 -3%
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$1.31B -$44.9M -294,317 -4%
Morgan Stanley
6
Morgan Stanley
New York
$1.29B +$553M +3,625,890 +87%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$1.07B -$88.2M -578,559 -8%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$830M +$16.4M +107,907 +2%
JP Morgan Chase
9
JP Morgan Chase
New York
$786M +$28.9M +189,573 +4%
Capital International Investors
10
Capital International Investors
California
$692M +$30.3M +198,777 +5%
T. Rowe Price Investment Management
11
T. Rowe Price Investment Management
Maryland
$668M +$63M +413,282 +11%
Norges Bank
12
Norges Bank
Norway
$589M +$5.42M +35,552 +1%
AllianceBernstein
13
AllianceBernstein
Tennessee
$509M -$20.6M -135,037 -4%
Boston Partners
14
Boston Partners
Massachusetts
$490M -$93.1M -610,885 -17%
ATO
15
Alecta Tjanstepension Omsesidigt
Sweden
$465M
Bank of New York Mellon
16
Bank of New York Mellon
New York
$454M +$59.7M +391,511 +17%
Goldman Sachs
17
Goldman Sachs
New York
$453M +$48.4M +317,555 +13%
Flossbach Von Storch
18
Flossbach Von Storch
Germany
$426M +$38.5M +252,455 +11%
CIP
19
Champlain Investment Partners
Vermont
$401M -$5.92M -38,815 -2%
Northern Trust
20
Northern Trust
Illinois
$377M -$11.5M -75,439 -3%
Invesco
21
Invesco
Georgia
$367M -$23.2M -151,958 -6%
N
22
Nuveen
North Carolina
$332M +$2.96M +19,444 +1%
Ameriprise
23
Ameriprise
Minnesota
$290M +$11.5M +75,736 +5%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$281M +$38.9M +255,193 +18%
DZ Bank
25
DZ Bank
Germany
$275M +$25.6M +167,602 +11%

AME Hedge Fund Activity: Q4 2023 in Review

855 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Ametek (AME) for Q4 2023, worth a combined $34B — up 14% from $29.9B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new AME positions and 55 closed out — a net gain of 55 holders — while 275 added to existing stakes and 340 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $553M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $101M.

  • 855 institutional investors held Ametek (AME) as of Q4 2023, up from 810 in Q3 2023.
  • Funds reported $34B of Ametek stock for Q4 2023, up 14% quarter-over-quarter.
  • 110 funds opened new Ametek positions in Q4 2023 and 55 closed out, a net change of +55 holders.
  • The largest Ametek buyer in Q4 2023 was Morgan Stanley, an estimated $553M added.
  • The largest Ametek seller in Q4 2023 was Manulife (Manufacturers Life Insurance), an estimated $101M sold.

Based on aggregated 13F filings for Q4 2023.