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Mettler-Toledo International

759 hedge funds and large institutions have $27.2B invested in Mettler-Toledo International in 2023 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 271 increasing their positions, 285 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.05% more ownership

Funds ownership: 93.98%94.03% (+0.05%)

5% less repeat investments, than reductions

Existing positions increased: 271 | Existing positions reduced: 285

2% less funds holding

Funds holding: 772759 (-13)

14% less first-time investments, than exits

New positions opened: 64 | Existing positions closed: 74

14% less capital invested

Capital invested by funds: $31.7B → $27.2B (-$4.55B)

54% less call options, than puts

Call options by funds: $36.3M | Put options by funds: $79M

61% less funds holding in top 10

Funds holding in top 10: 187 (-11)

Holders
759
Holders Change
-13
Holders Change %
-1.68%
% of All Funds
11.92%
Holding in Top 10
7
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-61.11%
% of All Funds
0.11%
New
64
Increased
271
Reduced
285
Closed
74
Calls
$36.3M
Puts
$79M
Net Calls
-$42.6M
Net Calls Change
-$12.3M
Name Holding Trade Value Shares
Change
Change in
Stake
KFP
501
KB Financial Partners
New Jersey
$563K +$15.5K +11 +3%
CIBC Private Wealth Group
502
CIBC Private Wealth Group
Georgia
$563K -$22.5K -16 -4%
Mercer Global Advisors
503
Mercer Global Advisors
Colorado
$561K +$16.9K +12 +3%
APA
504
Astoria Portfolio Advisors
New York
$559K +$1.41K +1 +0.2%
BP
505
Ballentine Partners
Massachusetts
$551K -$273K -194 -32%
CCM
506
Coldstream Capital Management
Washington
$550K +$4.22K +3 +0.7%
SWS
507
SYSTM Wealth Solutions
Illinois
$544K +$193K +137 +49%
LCGC
508
Legacy Capital Group California
California
$542K +$28.1K +20 +5%
MAS
509
Meeder Advisory Services
Ohio
$538K -$36.6K -26 -6%
DWM
510
Dakota Wealth Management
Florida
$536K +$15.5K +11 +3%
EHWM
511
Eads & Heald Wealth Management
Georgia
$534K
IWC
512
Integrated Wealth Concepts
Massachusetts
$531K +$569K +405 New
CIAS
513
Capital Investment Advisory Services
North Carolina
$529K +$4.22K +3 +0.8%
OLA
514
Oliver Luxxe Assets
New Jersey
$525K
CG
515
Caprock Group
Idaho
$517K +$7.03K +5 +1%
MWM
516
Meridian Wealth Management
Kentucky
$512K +$548K +390 New
SAS
517
Stelac Advisory Services
New York
$510K -$32.3K -23 -6%
SEM
518
Suncoast Equity Management
Florida
$509K +$19.7K +14 +4%
FA
519
FDx Advisors
Illinois
$499K -$319K -227 -37%
CAM
520
Columbia Asset Management
Michigan
$492K
AF
521
Apexium Financial
Texas
$489K
GD
522
Grandfield & Dodd
New York
$485K
BTWM
523
Baker Tilly Wealth Management
Wisconsin
$485K +$7.03K +5 +1%
SIA
524
SkyView Investment Advisors
New Jersey
$483K +$9.84K +7 +2%
Verition Fund Management
525
Verition Fund Management
Connecticut
$483K +$56.2K +40 +12%

MTD Hedge Fund Activity: Q2 2023 in Review

759 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Mettler-Toledo International (MTD) for Q2 2023, worth a combined $27.2B — down 14% from $31.7B a quarter earlier.

Sellers outnumbered buyers: 74 funds closed out of MTD and 64 opened new positions — a net loss of 10 holders — while 285 trimmed existing stakes and 271 added.

The largest buyer was Capital International Investors, adding an estimated $87.9M. The largest seller was T. Rowe Price Associates, cutting an estimated $258M.

  • 759 institutional investors held Mettler-Toledo International (MTD) as of Q2 2023, down from 772 in Q1 2023.
  • Funds reported $27.2B of Mettler-Toledo International stock for Q2 2023, down 14% quarter-over-quarter.
  • 64 funds opened new Mettler-Toledo International positions in Q2 2023 and 74 closed out, a net change of -10 holders.
  • The largest Mettler-Toledo International buyer in Q2 2023 was Capital International Investors, an estimated $87.9M added.
  • The largest Mettler-Toledo International seller in Q2 2023 was T. Rowe Price Associates, an estimated $258M sold.

Based on aggregated 13F filings for Q2 2023.