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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
SAM
551
Sawgrass Asset Management
Florida
$327K
SCM
552
Stevens Capital Management
Pennsylvania
$326K -$321K -297 -52%
CGL
553
Clarius Group LLC
Washington
$319K +$11.9K +11 +4%
Cambridge Investment Research Advisors
554
Cambridge Investment Research Advisors
Iowa
$317K -$643K -595 -70%
TPWA
555
TRUE Private Wealth Advisors
Oregon
$315K +$281K +260 New
TAM
556
Trust Asset Management
Texas
$314K
Janney Montgomery Scott
557
Janney Montgomery Scott
Pennsylvania
$314K -$147K -136 -34%
Balyasny Asset Management
558
Balyasny Asset Management
Illinois
$312K -$302K -279 -52%
QC
559
Quent Capital
New York
$309K +$4.33K +4 +2%
AWAU
560
Alliance Wealth Advisors (Utah)
Utah
$308K -$2.16K -2 -0.8%
MFA
561
Mayflower Financial Advisors
Massachusetts
$308K +$8.65K +8 +3%
NW
562
NewEdge Wealth
Pennsylvania
$303K +$270K +250 New
WWP
563
Walden Wealth Partners
Ohio
$303K +$270K +250 New
AR
564
Apeiron RIA
Texas
$302K +$28.1K +26 +12%
1WM
565
1900 Wealth Management
Texas
$297K -$59.5K -55 -18%
SFI
566
Siemens Fonds Invest
Germany
$296K +$60.6K +56 +30%
CA
567
Clearstead Advisors
Ohio
$295K -$261K -241 -50%
AIP
568
Ameritas Investment Partners
Nebraska
$292K -$21.6K -20 -8%
Koshinski Asset Management
569
Koshinski Asset Management
Illinois
$292K +$46.5K +43 +22%
PWG
570
Portside Wealth Group
Utah
$290K -$17.3K -16 -6%
DM
571
Deerfield Management
New York
$289K +$257K +238 New
NG
572
Norden Group
Utah
$287K -$78.9K -73 -24%
EF
573
Empowered Funds
Pennsylvania
$283K +$252K +233 New
CNBT
574
Canandaigua National Bank & Trust
New York
$281K -$1.08K -1 -0.4%
SHFA
575
SC&H Financial Advisors
Maryland
$280K -$28.1K -26 -10%

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.