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Mettler-Toledo International
MTD

498 hedge funds and large institutions have $14.4B invested in Mettler-Toledo International in 2018 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 172 increasing their positions, 191 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 30

33% more funds holding in top 10

Funds holding in top 10: 6 → 8 (+2)

6% more capital invested

Capital invested by funds: $13.7B → $14.4B (+$788M)

2% more funds holding

Funds holding: 490 → 498 (+8)

1.06% more ownership

Funds ownership: 93.08% → 94.14% (+1.1%)

10% less repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 191

17% less call options, than puts

Call options by funds: $10.6M | Put options by funds: $12.7M

Holders
498
Holders Change
+8
Holders Change %
+1.63%
% of All Funds
11.39%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.18%
New
42
Increased
172
Reduced
191
Closed
30
Calls
$10.6M
Puts
$12.7M
Net Calls
-$2.13M
Net Calls Change
+$27.4M

Top Buyers

1
WCM Investment Management
WCM Investment Management
California
+$298M
2
Principal Financial Group
Principal Financial Group
Iowa
+$40.4M
3
CS
Credit Suisse
Switzerland
+$32.9M
4
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$31.1M
5
PI
Putnam Investments
Massachusetts
+$29.6M

Top Sellers

1
JIM
Jupiter Investment Management
United Kingdom
-$79.5M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$75.3M
3
Renaissance Technologies
Renaissance Technologies
New York
-$60.9M
4
PAMU
Pictet Asset Management (UK)
United Kingdom
-$56M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$51.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
SMFS
476
Squar Milner Financial Services
California
$9K – – –
WEC
477
Winslow Evans & Crocker
Massachusetts
$8K -$9.41K -16 -62%
VFA
478
Valeo Financial Advisors
Indiana
$8K +$4.12K +7 +100%
OSAM
479
O'Shaughnessy Asset Management
Connecticut
$7K -$161K -273 -96%
TWA
480
TCI Wealth Advisors
Arizona
$7K +$1.76K +3 +33%
EARNEST Partners
481
EARNEST Partners
Georgia
$6K – – –
HT
482
Heritage Trust
Oklahoma
$6K – – –
BC
483
Bartlett & Co
Ohio
$5K -$4.12K -7 -47%
BFEC
484
Benjamin F. Edwards & Company
Missouri
$5K – – –
BCWM
485
Bartlett & Co Wealth Management
Ohio
$4.87K -$4.12K -7 -47%
CHC
486
City Holding Co
West Virginia
$4K – – –
PFBT
487
Parkside Financial Bank & Trust
Missouri
$3K -$1.18K -2 -29%
CFD
488
Creative Financial Designs
Indiana
$3K – – –
CAG
489
Csenge Advisory Group
Florida
$3K +$3.53K +6 New
TC
490
Trilogy Capital
California
$2K – – –
WT
491
Whittier Trust
California
$2K – – –
CAM
492
ClariVest Asset Management
California
$1K – – –
GWS
493
Glassman Wealth Services
Virginia
$1K – – –
ML
494
McAdam LLC
Pennsylvania
$1K – – –
NFG
495
Next Financial Group
Texas
$1K +$588 +1 New
TAIM
496
TD Ameritrade Investment Management
Nebraska
$1K +$1.18K +2 New
FRA
497
Front Row Advisors
California
$10 – – –
Renaissance Technologies
498
Renaissance Technologies
New York
– -$60.9M -105,300 Closed
American Century Companies
499
American Century Companies
Missouri
– -$34M -58,674 Closed
BC
500
Broadfin Capital
New York
– -$6.89M -11,900 Closed
18 19
20
21 22

MTD Hedge Fund Activity: Q3 2018 in Review

498 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Mettler-Toledo International (MTD) for Q3 2018, worth a combined $14.4B — up 5.8% from $13.7B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new MTD positions and 30 closed out — a net gain of 12 holders — while 172 added to existing stakes and 191 trimmed.

The largest buyer was WCM Investment Management, adding an estimated $298M. The largest seller was Jupiter Investment Management, cutting an estimated $79.5M.

  • 498 institutional investors held Mettler-Toledo International (MTD) as of Q3 2018, up from 490 in Q2 2018.
  • Funds reported $14.4B of Mettler-Toledo International stock for Q3 2018, up 5.8% quarter-over-quarter.
  • 42 funds opened new Mettler-Toledo International positions in Q3 2018 and 30 closed out, a net change of +12 holders.
  • The largest Mettler-Toledo International buyer in Q3 2018 was WCM Investment Management, an estimated $298M added.
  • The largest Mettler-Toledo International seller in Q3 2018 was Jupiter Investment Management, an estimated $79.5M sold.

Based on aggregated 13F filings for Q3 2018.