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Mettler-Toledo International
MTD

683 hedge funds and large institutions have $25.5B invested in Mettler-Toledo International in 2020 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 231 increasing their positions, 237 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

235% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 34

17% more capital invested

Capital invested by funds: $21.8B → $25.5B (+$3.69B)

12% more funds holding

Funds holding: 611 → 683 (+72)

0% more funds holding in top 10

Funds holding in top 10: 8 → 8 (0)

0.71% less ownership

Funds ownership: 94.11% → 93.4% (-0.71%)

3% less repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 237

78% less call options, than puts

Call options by funds: $14.7M | Put options by funds: $65.9M

Holders
683
Holders Change
+72
Holders Change %
+11.78%
% of All Funds
12.09%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
114
Increased
231
Reduced
237
Closed
34
Calls
$14.7M
Puts
$65.9M
Net Calls
-$51.2M
Net Calls Change
-$20.7M

Top Buyers

1
Invesco
Invesco
Georgia
+$184M
2
EAM
Eagle Asset Management
Florida
+$55.9M
3
WCM Investment Management
WCM Investment Management
California
+$51.7M
4
CTA
Carillon Tower Advisers
Florida
+$45.9M
5
BlackRock
BlackRock
New York
+$45M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$283M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$269M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$244M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$59.9M
5
WRF
Waddell & Reed Financial
Kansas
-$47.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
TIA
501
Tiemann Investment Advisors
California
$351K -$27.4K -25 -8%
Carson Wealth (CWM LLC)
502
Carson Wealth (CWM LLC)
Nebraska
$348K – – –
CCA
503
Checchi Capital Advisers
California
$344K -$15.4K -14 -4%
GLA
504
Great Lakes Advisors
Illinois
$344K -$7.68K -7 -2%
CL
505
CPWM LLC
Washington
$343K +$3.29K +3 +1%
BCAM
506
Boston Common Asset Management
Massachusetts
$343K +$77.9K +71 +31%
PC
507
Permanens Capital
New York
$342K +$197K +180 +150%
SPIA
508
Steward Partners Investment Advisory
New York
$335K +$8.77K +8 +3%
HPC
509
HM Payson & Co
Maine
$331K -$39.5K -36 -11%
CI
510
Conning Inc
Connecticut
$329K -$20.8K -19 -6%
Fayez Sarofim & Co
511
Fayez Sarofim & Co
Texas
$325K +$313K +285 New
OC
512
Oppenheimer & Co
New York
$324K – – –
DWT
513
Dorsey & Whitney Trust
South Dakota
$313K – – –
TCOV
514
Trust Company of Vermont
Vermont
$308K – – –
Baird Financial Group
515
Baird Financial Group
Wisconsin
$305K +$13.2K +12 +5%
AA
516
ALPS Advisors
Colorado
$302K -$5.48K -5 -2%
QT
517
Quantamental Technologies
New York
$299K +$287K +262 New
WFA
518
Wade Financial Advisory
California
$296K – – –
BST
519
Bath Savings Trust
Maine
$291K – – –
BRWA
520
B. Riley Wealth Advisors
Florida
$287K -$168K -153 -38%
CGL
521
Clarius Group LLC
Washington
$287K +$1.1K +1 +0.4%
CFG
522
Citizens Financial Group
Rhode Island
$287K +$276K +252 New
PIM
523
Penobscot Investment Management
Massachusetts
$285K – – –
CCP
524
Corient Capital Partners
California
$285K +$20.8K +19 +8%
EF
525
Empirical Finance
Pennsylvania
$282K +$271K +247 New
19 20
21
22 23

MTD Hedge Fund Activity: Q4 2020 in Review

683 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Mettler-Toledo International (MTD) for Q4 2020, worth a combined $25.5B — up 17% from $21.8B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new MTD positions and 34 closed out — a net gain of 80 holders — while 231 added to existing stakes and 237 trimmed.

The largest buyer was Invesco, adding an estimated $184M. The largest seller was Wellington Management Group, cutting an estimated $283M.

  • 683 institutional investors held Mettler-Toledo International (MTD) as of Q4 2020, up from 611 in Q3 2020.
  • Funds reported $25.5B of Mettler-Toledo International stock for Q4 2020, up 17% quarter-over-quarter.
  • 114 funds opened new Mettler-Toledo International positions in Q4 2020 and 34 closed out, a net change of +80 holders.
  • The largest Mettler-Toledo International buyer in Q4 2020 was Invesco, an estimated $184M added.
  • The largest Mettler-Toledo International seller in Q4 2020 was Wellington Management Group, an estimated $283M sold.

Based on aggregated 13F filings for Q4 2020.