We are live on ! Find out more
MTD icon

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
CFA
651
Carroll Financial Associates
North Carolina
$12K +$2.32K +2 +22%
MWP
652
Meridian Wealth Partners
Pennsylvania
$12K +$12.7K +11 New
FI
653
FormulaFolio Investments
Michigan
$11K +$10.4K +9 New
FCA
654
FinTrust Capital Advisors
South Carolina
$10K
PK
655
Pflug Koory
Nebraska
$10K +$10.4K +9 New
AIG
656
American International Group
New York
$9.79K -$490K -423 -5%
ANBT
657
American National Bank & Trust
Texas
$9K +$9.27K +8 New
FGAM
658
Financial Gravity Asset Management
Texas
$8.21K +$3.48K +3 +75%
CT
659
Caldwell Trust
Florida
$8.09K
AIC
660
Ameritas Investment Company
Nebraska
$8.09K +$8.11K +7 New
EWA
661
Evolution Wealth Advisors
Florida
$8K
ZB
662
Zions Bancorporation
Utah
$7K -$3.48K -3 -33%
SBL
663
Sargent Bickham Lagudis
Colorado
$7K
BCM
664
Bourgeon Capital Management
Connecticut
$6K
CFD
665
Creative Financial Designs
Indiana
$6K
DWP
666
Destiny Wealth Partners
Florida
$6K
PCIA
667
Prime Capital Investment Advisors
Kansas
$6K
BWA
668
BDO Wealth Advisors
Florida
$6K +$3.48K +3 +150%
RA
669
Resolute Advisors
California
$6K +$5.79K +5 New
JWM
670
Janiczek Wealth Management
Colorado
$5K -$2.32K -2 -33%
Jones Financial Companies
671
Jones Financial Companies
Missouri
$5K
LWM
672
Liberty Wealth Management
California
$5K
TFO
673
Tarbox Family Office
California
$3K
WAP
674
Wealthcare Advisory Partners
Pennsylvania
$3K +$3.48K +3 New
AWM
675
Accel Wealth Management
Iowa
$2K

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.