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Mettler-Toledo International
MTD

733 hedge funds and large institutions have $22.8B invested in Mettler-Toledo International in 2023 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 272 increasing their positions, 275 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more call options, than puts

Call options by funds: $38.8M | Put options by funds: $27.4M

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

0.06% more ownership

Funds ownership: 94.03% → 94.09% (+0.06%)

1% less repeat investments, than reductions

Existing positions increased: 272 | Existing positions reduced: 275

3% less funds holding

Funds holding: 759 → 733 (-26)

16% less capital invested

Capital invested by funds: $27.2B → $22.8B (-$4.37B)

22% less first-time investments, than exits

New positions opened: 64 | Existing positions closed: 82

Holders
733
Holders Change
-26
Holders Change %
-3.43%
% of All Funds
11.63%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
64
Increased
272
Reduced
275
Closed
82
Calls
$38.8M
Puts
$27.4M
Net Calls
+$11.4M
Net Calls Change
+$54M

Top Buyers

Rank Fund Capital Flow
1
Capital International Investors
Capital International Investors
California
+$301M
2
CIP
Champlain Investment Partners
Vermont
+$171M
3
PAM
PineStone Asset Management
Quebec, Canada
+$138M
4
Goldman Sachs
Goldman Sachs
New York
+$133M
5
Amundi
Amundi
France
+$116M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$696M
2
BlackRock
BlackRock
New York
-$148M
3
Invesco
Invesco
Georgia
-$124M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$109M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$69.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
701
Bourgeon Capital Management
Connecticut
$5.54K – – –
AIC
702
Archer Investment Corporation
Indiana
$5.54K – – –
CFD
703
Creative Financial Designs
Indiana
$5.54K – – –
IBOK
704
Independence Bank of Kentucky
Kentucky
$5.54K +$3.68K +3 +150%
HFM
705
Hartford Financial Management
Connecticut
$4.43K – – –
PP
706
PFS Partners
New Jersey
$4.43K – – –
HI
707
Harbour Investments
Wisconsin
$4.43K +$2.45K +2 +100%
JWM
708
Janiczek Wealth Management
Colorado
$3.33K – – –
AF
709
Advisornet Financial
Minnesota
$3.32K -$4.9K -4 -57%
OC
710
Oakworth Capital
Alabama
$3.32K – – –
AWM
711
Abound Wealth Management
Tennessee
$2.22K -$2.45K -2 -50%
SIC
712
SJS Investment Consulting
Ohio
$2.22K -$2.45K -2 -50%
MFT
713
Moisand Fitzgerald Tamayo
Florida
$2.22K – – –
NSG
714
Nalls Sherbakoff Group
Tennessee
$2.22K – – –
TCA
715
Trifecta Capital Advisors
Illinois
$2.22K – – –
ANBT
716
American National Bank & Trust
Texas
$2.22K -$11K -9 -82%
CPG
717
Cornerstone Planning Group
New Jersey
$2.22K -$1.23K -1 -33%
GI
718
Gradient Investments
Minnesota
$2.22K – – –
TSWM
719
Tyler-Stone Wealth Management
Ohio
$2K – – –
SFG
720
Steward Financial Group
Texas
$2K +$2.45K +2 New
ECM
721
Everence Capital Management
Indiana
$1.44K +$417K +340 +35%
EWM
722
Evermay Wealth Management
Virginia
$1.11K – – –
PWMG
723
Prestige Wealth Management Group
New Jersey
$1.11K – – –
TWD
724
True Wealth Design
Ohio
$1.11K +$1.23K +1 New
GWM
725
Geneos Wealth Management
Colorado
$1.11K – – –
27 28
29
30 31

MTD Hedge Fund Activity: Q3 2023 in Review

733 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Mettler-Toledo International (MTD) for Q3 2023, worth a combined $22.8B — down 16% from $27.2B a quarter earlier.

Sellers outnumbered buyers: 82 funds closed out of MTD and 64 opened new positions — a net loss of 18 holders — while 275 trimmed existing stakes and 272 added.

The largest buyer was Capital International Investors, adding an estimated $301M. The largest seller was Fidelity Investments, cutting an estimated $696M.

  • 733 institutional investors held Mettler-Toledo International (MTD) as of Q3 2023, down from 759 in Q2 2023.
  • Funds reported $22.8B of Mettler-Toledo International stock for Q3 2023, down 16% quarter-over-quarter.
  • 64 funds opened new Mettler-Toledo International positions in Q3 2023 and 82 closed out, a net change of -18 holders.
  • The largest Mettler-Toledo International buyer in Q3 2023 was Capital International Investors, an estimated $301M added.
  • The largest Mettler-Toledo International seller in Q3 2023 was Fidelity Investments, an estimated $696M sold.

Based on aggregated 13F filings for Q3 2023.