We are live on ! Find out more
MTD icon

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
APA
501
Astoria Portfolio Advisors
New York
$485K
ADL
502
Asset Dedication LLC
California
$476K -$16.2K -15 -4%
S
503
SignatureFD
Georgia
$474K +$66K +61 +18%
MOS
504
MGO One Seven
Ohio
$472K -$46.5K -43 -10%
PAS
505
Park Avenue Securities
New York
$465K -$573K -530 -58%
SC
506
Savant Capital
Illinois
$463K +$6.49K +6 +2%
SFS
507
Summit Financial Strategies
Ohio
$461K -$101K -93 -20%
CAM
508
Columbia Asset Management
Michigan
$455K
AF
509
Apexium Financial
Texas
$452K
KIA
510
Knollwood Investment Advisory
Maryland
$449K +$400K +370 New
NIM
511
Northeast Investment Management
Massachusetts
$445K
CI Investments Inc
512
CI Investments Inc
Ontario, Canada
$440K -$71.4K -66 -15%
SCI
513
S&CO Inc
Massachusetts
$436K +$389K +360 New
PA
514
Profund Advisors
Maryland
$433K +$19.5K +18 +5%
QPWM
515
Quadrant Private Wealth Management
Pennsylvania
$427K
BTWM
516
Baker Tilly Wealth Management
Wisconsin
$423K -$9.73K -9 -3%
IIM
517
INTECH Investment Management
Florida
$422K -$762K -705 -67%
NB
518
NBT Bank
New York
$420K
HL
519
HeadInvest LLC
Maine
$418K
MC
520
Middleton & Co
Massachusetts
$418K
OFS
521
OneAscent Financial Services
Alabama
$416K +$13K +12 +4%
KAS
522
Kestra Advisory Services
Texas
$409K -$87.6K -81 -19%
AIM
523
Aigen Investment Management
New York
$401K -$1.43M -1,326 -80%
EHWM
524
Eads & Heald Wealth Management
Georgia
$394K -$74.6K -69 -18%
BFM
525
Boothbay Fund Management
New York
$388K -$1.08M -1,002 -76%

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.