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Mettler-Toledo International
MTD

683 hedge funds and large institutions have $25.5B invested in Mettler-Toledo International in 2020 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 231 increasing their positions, 237 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

235% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 34

17% more capital invested

Capital invested by funds: $21.8B → $25.5B (+$3.69B)

12% more funds holding

Funds holding: 611 → 683 (+72)

0% more funds holding in top 10

Funds holding in top 10: 8 → 8 (0)

0.71% less ownership

Funds ownership: 94.11% → 93.4% (-0.71%)

3% less repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 237

78% less call options, than puts

Call options by funds: $14.7M | Put options by funds: $65.9M

Holders
683
Holders Change
+72
Holders Change %
+11.78%
% of All Funds
12.09%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
114
Increased
231
Reduced
237
Closed
34
Calls
$14.7M
Puts
$65.9M
Net Calls
-$51.2M
Net Calls Change
-$20.7M

Top Buyers

1
Invesco
Invesco
Georgia
+$184M
2
EAM
Eagle Asset Management
Florida
+$55.9M
3
WCM Investment Management
WCM Investment Management
California
+$51.7M
4
CTA
Carillon Tower Advisers
Florida
+$45.9M
5
BlackRock
BlackRock
New York
+$45M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$283M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$269M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$244M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$59.9M
5
WRF
Waddell & Reed Financial
Kansas
-$47.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAAS
651
Capital Asset Advisory Services
Michigan
$7K +$6.58K +6 New
SBL
652
Sargent Bickham Lagudis
Colorado
$7K +$6.58K +6 New
BCM
653
Bourgeon Capital Management
Connecticut
$6K – – –
CFD
654
Creative Financial Designs
Indiana
$6K – – –
PCIA
655
Prime Capital Investment Advisors
Kansas
$6K – – –
DWP
656
Destiny Wealth Partners
Florida
$6K +$5.48K +5 New
LWM
657
Liberty Wealth Management
California
$5K -$2.19K -2 -29%
FGAM
658
Financial Gravity Asset Management
Texas
$5K +$4.39K +4 New
Jones Financial Companies
659
Jones Financial Companies
Missouri
$5K +$4.39K +4 New
ICP
660
Interchange Capital Partners
Pennsylvania
$5K +$5.48K +5 New
ADIM
661
Alpha DNA Investment Management
Maryland
$4K +$4.39K +4 New
EW
662
Evoke Wealth
California
$3K – – –
TFO
663
Tarbox Family Office
California
$3K – – –
MPWT
664
MassMutual Private Wealth & Trust
Connecticut
$3K +$3.29K +3 New
BWA
665
BDO Wealth Advisors
Florida
$2K – – –
BAM
666
Bellevue Asset Management
Washington
$2K – – –
BWM
667
BerganKDV Wealth Management
Minnesota
$2K – – –
WT
668
Washington Trust
Rhode Island
$2K – – –
LIM
669
Longfellow Investment Management
Massachusetts
$2K +$1.1K +1 New
AWM
670
Accel Wealth Management
Iowa
$2K +$2.19K +2 New
BSSFA
671
Baron Silver Stevens Financial Advisors
Florida
$2K +$2.19K +2 New
MCM
672
Manchester Capital Management
Vermont
$2K +$2.19K +2 New
SSWG
673
Seven Springs Wealth Group
Tennessee
$2K +$2.19K +2 New
MGIM
674
M&G Investment Management
United Kingdom
$1.17K +$1.12M +1,022 New
GFPC
675
Global Financial Private Client
Florida
$1.14K +$1.1K +1 New
25 26
27
28 29

MTD Hedge Fund Activity: Q4 2020 in Review

683 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Mettler-Toledo International (MTD) for Q4 2020, worth a combined $25.5B — up 17% from $21.8B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new MTD positions and 34 closed out — a net gain of 80 holders — while 231 added to existing stakes and 237 trimmed.

The largest buyer was Invesco, adding an estimated $184M. The largest seller was Wellington Management Group, cutting an estimated $283M.

  • 683 institutional investors held Mettler-Toledo International (MTD) as of Q4 2020, up from 611 in Q3 2020.
  • Funds reported $25.5B of Mettler-Toledo International stock for Q4 2020, up 17% quarter-over-quarter.
  • 114 funds opened new Mettler-Toledo International positions in Q4 2020 and 34 closed out, a net change of +80 holders.
  • The largest Mettler-Toledo International buyer in Q4 2020 was Invesco, an estimated $184M added.
  • The largest Mettler-Toledo International seller in Q4 2020 was Wellington Management Group, an estimated $283M sold.

Based on aggregated 13F filings for Q4 2020.