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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
EW
601
Evoke Wealth
California
$235K -$3.13M -2,893 -94%
MCM
602
MAI Capital Management
Ohio
$234K -$7.57K -7 -4%
A
603
AJOVista
Massachusetts
$230K +$205K +190 New
AWM
604
Angeles Wealth Management
California
$228K +$5.41K +5 +3%
KP
605
Keel Point
Alabama
$226K +$201K +186 New
TPI
606
Trust Point Inc
Wisconsin
$224K +$200K +185 New
JWCA
607
J.W. Coons Advisors
Ohio
$222K -$54.1K -50 -21%
TIA
608
Tiemann Investment Advisors
California
$222K -$16.2K -15 -8%
EWP
609
Elevation Wealth Partners
California
$222K
HCC
610
Hirtle Callaghan & Co
Pennsylvania
$218K +$195K +180 New
MA
611
MONECO Advisors
Connecticut
$216K -$13K -12 -6%
CCA
612
Checchi Capital Advisers
California
$213K -$84.3K -78 -31%
RSWM
613
Robertson Stephens Wealth Management
California
$212K +$189K +175 New
KV
614
Kickstand Ventures
New York
$210K +$187K +173 New
AWM
615
AE Wealth Management
Kansas
$209K -$16.2K -15 -8%
PWM
616
Perigon Wealth Management
California
$209K +$186K +172 New
WPW
617
Waldron Private Wealth
Pennsylvania
$209K +$186K +172 New
PA
618
Parallel Advisors
California
$206K -$69.2K -64 -27%
IIA
619
ICW Investment Advisors
Arizona
$205K +$183K +169 New
EFM
620
E Fund Management
China
$203K +$181K +167 New
GCM
621
Gallacher Capital Management
Colorado
$200K +$178K +165 New
QCG
622
Quadrant Capital Group
Ohio
$195K +$34.6K +32 +25%
GC
623
Garde Capital
Washington
$182K
SFFS
624
Stonehage Fleming Financial Services
Jersey
$182K
EC
625
EntryPoint Capital
New York
$175K +$156K +144 New

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.