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AM · GEV in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • AM
  • GEV
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Holders and value by quarter
QuarterAMGEV
Q3 20202 holders, $157mnone listed holders, n.a.
Q4 20201 holders, $215mnone listed holders, n.a.
Q1 20212 holders, $282mnone listed holders, n.a.
Q2 20212 holders, $352mnone listed holders, n.a.
Q3 20212 holders, $338mnone listed holders, n.a.
Q4 20211 holders, $303mnone listed holders, n.a.
Q1 20222 holders, $383mnone listed holders, n.a.
Q2 20222 holders, $350mnone listed holders, n.a.
Q3 20222 holders, $374mnone listed holders, n.a.
Q4 20223 holders, $439mnone listed holders, n.a.
Q1 20235 holders, $451mnone listed holders, n.a.
Q2 20234 holders, $477mnone listed holders, n.a.
Q3 20235 holders, $489mnone listed holders, n.a.
Q4 20234 holders, $509mnone listed holders, n.a.
Q1 20245 holders, $563m3 holders, $544m
Q2 20247 holders, $628m26 holders, $9.8bn
Q3 20246 holders, $643m31 holders, $11.9bn
Q4 20247 holders, $648m37 holders, $15.3bn
Q1 20258 holders, $737m36 holders, $14.8bn
Q2 20257 holders, $689m36 holders, $26.3bn
Q3 20256 holders, $634m35 holders, $29.5bn
Q4 20255 holders, $587m34 holders, $28.7bn
Q1 20267 holders, $764m31 holders, $36.7bn
Q2 202610 holders, $795m28 holders, $45.0bn
AM

Antero Midstream Corp

Holders
8
Reported value
$737m
Buyers
6
Sellers
2

Breadth +4 among 95 comparable managers.

GEV

Ge Vernova Inc

Holders
36
Reported value
$14.8bn
Buyers
20
Sellers
19

Breadth +1 among 95 comparable managers.

Who holds both, Q1 2025

Among the 38 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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