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Mettler-Toledo International

689 hedge funds and large institutions have $25B invested in Mettler-Toledo International in 2021 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 245 increasing their positions, 242 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 49

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

1% more repeat investments, than reductions

Existing positions increased: 245 | Existing positions reduced: 242

1% more funds holding

Funds holding: 683689 (+6)

0.46% less ownership

Funds ownership: 93.4%92.94% (-0.46%)

2% less capital invested

Capital invested by funds: $25.5B → $25B (-$457M)

59% less call options, than puts

Call options by funds: $24.6M | Put options by funds: $60.3M

Holders
689
Holders Change
+6
Holders Change %
+0.88%
% of All Funds
12.1%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.16%
New
63
Increased
245
Reduced
242
Closed
49
Calls
$24.6M
Puts
$60.3M
Net Calls
-$35.7M
Net Calls Change
+$15.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BCA
601
Berman Capital Advisors
Georgia
$85K +$27.8K +24 +48%
FHC
602
First Horizon Corporation
Tennessee
$78K +$3.48K +3 +5%
JCM
603
Jacobi Capital Management
Pennsylvania
$75K +$2.32K +2 +3%
TPCW
604
TD Private Client Wealth
New York
$68.2K +$42.9K +37 +168%
PCM
605
Penserra Capital Management
California
$67K +$10.4K +9 +18%
CI
606
CX Institutional
Indiana
$66K -$1.16K -1 -2%
FMII
607
Farmers & Merchants Investments Inc
Nebraska
$65K
IAIM
608
International Assets Investment Management
Florida
$65K
FHA
609
First Horizon Advisors
Tennessee
$65K +$16.2K +14 +33%
DWA
610
Dougherty Wealth Advisers
Minnesota
$57K
APP
611
Alpha Paradigm Partners
Illinois
$44K
Northwestern Mutual Wealth Management
612
Northwestern Mutual Wealth Management
Wisconsin
$43K +$9.27K +8 +28%
NR
613
Newfound Research
Massachusetts
$38K -$95K -82 -71%
Fuller & Thaler Asset Management
614
Fuller & Thaler Asset Management
California
$36K
CIA
615
CSat Investment Advisory
Michigan
$36K +$13.9K +12 +63%
Bank Julius Baer & Co
616
Bank Julius Baer & Co
Switzerland
$35K
GLLW
617
Graves Light Lenhart Wealth
Virginia
$35K
WTC
618
WhitTier Trust Company
Nevada
$35K
SQA
619
Simon Quick Advisors
New Jersey
$34K
LC
620
Lindbrook Capital
California
$32K +$1.16K +1 +4%
SOW
621
State of Wyoming
Wyoming
$29K +$29K +25 New
SCA
622
Stonebridge Capital Advisors
Minnesota
$27K +$26.7K +23 New
AssetMark Inc
623
AssetMark Inc
California
$25K
GCGDR
624
Geo Capital Gestora de Recursos
Brazil
$25K +$13.9K +12 +120%
HI
625
Harbour Investments
Wisconsin
$25K +$24.3K +21 New

MTD Hedge Fund Activity: Q1 2021 in Review

689 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Mettler-Toledo International (MTD) for Q1 2021, worth a combined $25B — down 1.8% from $25.5B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new MTD positions and 49 closed out — a net gain of 14 holders — while 245 added to existing stakes and 242 trimmed.

The largest buyer was Balyasny Asset Management, opening a new position worth an estimated $66.5M. The largest seller was Capital World Investors, cutting an estimated $274M.

  • 689 institutional investors held Mettler-Toledo International (MTD) as of Q1 2021, up from 683 in Q4 2020.
  • Funds reported $25B of Mettler-Toledo International stock for Q1 2021, down 1.8% quarter-over-quarter.
  • 63 funds opened new Mettler-Toledo International positions in Q1 2021 and 49 closed out, a net change of +14 holders.
  • The largest Mettler-Toledo International buyer in Q1 2021 was Balyasny Asset Management, an estimated $66.5M added.
  • The largest Mettler-Toledo International seller in Q1 2021 was Capital World Investors, an estimated $274M sold.

Based on aggregated 13F filings for Q1 2021.