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Mettler-Toledo International

762 hedge funds and large institutions have $25B invested in Mettler-Toledo International in 2023 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 219 increasing their positions, 321 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more call options, than puts

Call options by funds: $25.5M | Put options by funds: $10.1M

50% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 78

10% more capital invested

Capital invested by funds: $22.8B → $25B (+$2.2B)

4% more funds holding

Funds holding: 733762 (+29)

1.13% more ownership

Funds ownership: 94.09%95.22% (+1.1%)

32% less repeat investments, than reductions

Existing positions increased: 219 | Existing positions reduced: 321

75% less funds holding in top 10

Funds holding in top 10: 82 (-6)

Holders
762
Holders Change
+29
Holders Change %
+3.96%
% of All Funds
11.11%
Holding in Top 10
2
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-75%
% of All Funds
0.03%
New
117
Increased
219
Reduced
321
Closed
78
Calls
$25.5M
Puts
$10.1M
Net Calls
+$15.4M
Net Calls Change
+$3.99M
Name Holding Trade Value Shares
Change
Change in
Stake
O
376
Ossiam
France
$1.22M +$80K +74 +8%
KJHP
377
K.J. Harrison & Partners
Ontario, Canada
$1.21M +$1.08M +1,000 New
LCM
378
Legato Capital Management
California
$1.2M
Wealth Enhancement Advisory Services
379
Wealth Enhancement Advisory Services
Minnesota
$1.19M +$1.08K +1 +0.1%
CIBC Private Wealth Group
380
CIBC Private Wealth Group
Georgia
$1.19M -$27K -25 -2%
OC
381
Oppenheimer & Co
New York
$1.18M +$680K +629 +182%
TC
382
Telemus Capital
Michigan
$1.18M -$24.9K -23 -2%
KeyBank National Association
383
KeyBank National Association
Ohio
$1.15M +$111K +103 +12%
Thrivent Financial for Lutherans
384
Thrivent Financial for Lutherans
Minnesota
$1.14M -$1.38M -1,278 -58%
MYIA
385
Mount Yale Investment Advisors
Colorado
$1.13M -$1.36M -1,258 -57%
AWM
386
Apollon Wealth Management
South Carolina
$1.11M +$174K +161 +21%
MA
387
Montag & Associates
Georgia
$1.09M
EOJOAM
388
E. Ohman J:or Asset Management
Sweden
$1.09M -$108K -100 -10%
CP
389
Covenant Partners
Tennessee
$1.08M
MLICM
390
Metropolitan Life Insurance Company (MetLife)
New York
$1.07M -$24.9K -23 -3%
AWS
391
Atria Wealth Solutions
New York
$1.03M -$803K -743 -47%
IGAM
392
iA Global Asset Management
Quebec, Canada
$1.02M +$49.7K +46 +6%
RMCM
393
Reynders McVeigh Capital Management
Massachusetts
$1.02M +$124K +115 +16%
GT
394
Greenleaf Trust
Michigan
$1.02M +$119K +110 +15%
CAPTRUST Financial Advisors
395
CAPTRUST Financial Advisors
North Carolina
$1.01M -$470K -435 -34%
DC
396
Davenport & Co
Virginia
$997K +$880K +814 New
GIA
397
Guyasuta Investment Advisors
Pennsylvania
$992K -$5.41K -5 -0.6%
Verition Fund Management
398
Verition Fund Management
Connecticut
$986K -$1.36M -1,254 -61%
Wealthfront Advisers
399
Wealthfront Advisers
California
$986K -$14.1K -13 -2%
CA
400
Cornerstone Advisors
North Carolina
$970K -$1.3M -1,200 -60%

MTD Hedge Fund Activity: Q4 2023 in Review

762 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Mettler-Toledo International (MTD) for Q4 2023, worth a combined $25B — up 9.6% from $22.8B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new MTD positions and 78 closed out — a net gain of 39 holders — while 219 added to existing stakes and 321 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $447M. The largest seller was WCM Investment Management, cutting an estimated $999M.

  • 762 institutional investors held Mettler-Toledo International (MTD) as of Q4 2023, up from 733 in Q3 2023.
  • Funds reported $25B of Mettler-Toledo International stock for Q4 2023, up 9.6% quarter-over-quarter.
  • 117 funds opened new Mettler-Toledo International positions in Q4 2023 and 78 closed out, a net change of +39 holders.
  • The largest Mettler-Toledo International buyer in Q4 2023 was Morgan Stanley, an estimated $447M added.
  • The largest Mettler-Toledo International seller in Q4 2023 was WCM Investment Management, an estimated $999M sold.

Based on aggregated 13F filings for Q4 2023.