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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
PWMG
701
Private Wealth Management Group
New Jersey
$15.8K +$14.1K +13 New
OA
702
Operose Advisors
Wisconsin
$14.6K -$29.2K -27 -69%
TCWA
703
Turtle Creek Wealth Advisors
Texas
$14.6K +$13K +12 New
HIA
704
Harbor Investment Advisory
Maryland
$13.3K
LFA
705
LGT Financial Advisors
Texas
$13.3K
CAC
706
Core Alternative Capital
Georgia
$12.1K -$1.08K -1 -9%
PE
707
Point72 Europe
United Kingdom
$12.1K +$10.8K +10 New
AF
708
Advisornet Financial
Minnesota
$10.9K +$6.49K +6 +200%
TFM
709
TFC Financial Management
Massachusetts
$9.7K
EBA
710
Eagle Bay Advisors
New York
$8.49K -$1.08K -1 -13%
RTL
711
Red Tortoise LLC
Georgia
$8.49K
SVCP
712
Silicon Valley Capital Partners
California
$8.49K
IBOK
713
Independence Bank of Kentucky
Kentucky
$8.49K +$2.16K +2 +40%
FFO
714
Fortitude Family Office
Arizona
$8.49K +$7.57K +7 New
FMP
715
Financial Management Professionals
Texas
$8K
GKIM
716
GW&K Investment Management
Massachusetts
$8K +$1.08K +1 +17%
GBT
717
Grove Bank & Trust
Florida
$7.28K
JWA
718
JFS Wealth Advisors
Pennsylvania
$7.28K
HGA
719
Hobbs Group Advisors
South Carolina
$7.28K +$6.49K +6 New
RCM
720
Raleigh Capital Management
North Carolina
$7.28K +$6.49K +6 New
AIC
721
Archer Investment Corporation
Indiana
$6.07K
BCM
722
Bourgeon Capital Management
Connecticut
$6.07K
CFD
723
Creative Financial Designs
Indiana
$6.07K
SS
724
Sunbelt Securities
Texas
$4.85K -$5.41K -5 -56%
HI
725
Harbour Investments
Wisconsin
$4.85K

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.