M-tron Industries
MPTI
37 hedge funds and large institutions have $30.4M invested in M-tron Industries in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 8 increasing their positions, 12 reducing their positions, and 1 closing their positions.
800% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 1
28% more funds holding
Funds holding: 29 → 37 (+8)
26% more capital invested
Capital invested by funds: $24.1M → $30.4M (+$6.3M)
1.47% more ownership
Funds ownership: 24.41% → 25.88% (+1.5%)
33% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EFA
Evernest Financial Advisors
Carmel,
Indiana
|
+$719K |
| 2 |
Renaissance Technologies
New York
|
+$576K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$469K |
| 4 |
Marshall Wace
London,
United Kingdom
|
+$354K |
| 5 |
EI
EAM Investors
Solana Beach,
California
|
+$233K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
GAMCO Investors
Greenwich,
Connecticut
|
-$562K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$412K |
| 3 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$242K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$116K |
| 5 |
LPL Financial
San Diego,
California
|
-$99.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Barclays
London,
United Kingdom
| $113K | +$94K | +2,712 | New |
|
|
UB
27
UMB Bank
Kansas City,
Missouri
| $88.9K | – | – | – |
|
28
Osaic Holdings
Scottsdale,
Arizona
| $86.4K | – | – | – |
|
29
Bank of America
Charlotte,
North Carolina
| $75.8K | +$104 | +3 | +0.2% |
|
|
30
Wells Fargo
San Francisco,
California
| $35.4K | -$116K | -3,332 | -80% |
|
|
JPWM
31
Jamison Private Wealth Management
Milton,
Georgia
| $20.8K | +$17.3K | +500 | New |
|
|
OIA
32
Optimum Investment Advisors
Chicago,
Illinois
| $8.34K | – | – | – |
|
|
NMM
33
Naples Money Management
Naples,
Florida
| $8.34K | +$6.93K | +200 | New |
|
|
MIM
34
Macroview Investment Management
Bethesda,
Maryland
| $6.25K | – | – | – |
|
|
TRCT
35
Tower Research Capital (TRC)
New York
| $4.29K | -$10.2K | -294 | -74% |
|
|
W
36
WealthCollab
Bellevue,
Washington
| $3.38K | +$2.81K | +81 | New |
|
37
Fidelity Investments
Boston,
Massachusetts
| $589 | +$381 | +11 | +367% |
|
|
AAS
38
Avantax Advisory Services
Dallas,
Texas
| – | -$242K | -6,875 | Closed |
|
MPTI Hedge Fund Activity: Q3 2024 in Review
37 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in M-tron Industries (MPTI) for Q3 2024, worth a combined $30.4M — up 26% from $24.1M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new MPTI positions and 1 closed out — a net gain of 8 holders — while 8 added to existing stakes and 12 trimmed.
The largest buyer was Evernest Financial Advisors, opening a new position worth an estimated $719K. The largest seller was GAMCO Investors, cutting an estimated $562K.
- 37 institutional investors held M-tron Industries (MPTI) as of Q3 2024, up from 29 in Q2 2024.
- Funds reported $30.4M of M-tron Industries stock for Q3 2024, up 26% quarter-over-quarter.
- 9 funds opened new M-tron Industries positions in Q3 2024 and 1 closed out, a net change of +8 holders.
- The largest M-tron Industries buyer in Q3 2024 was Evernest Financial Advisors, an estimated $719K added.
- The largest M-tron Industries seller in Q3 2024 was GAMCO Investors, an estimated $562K sold.
Based on aggregated 13F filings for Q3 2024.