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Mettler-Toledo International
MTD

772 hedge funds and large institutions have $31.7B invested in Mettler-Toledo International in 2023 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 246 increasing their positions, 294 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 40

20% more funds holding in top 10

Funds holding in top 10: 15 → 18 (+3)

7% more capital invested

Capital invested by funds: $29.8B → $31.7B (+$1.94B)

4% more funds holding

Funds holding: 739 → 772 (+33)

0.86% more ownership

Funds ownership: 93.12% → 93.98% (+0.86%)

16% less repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 294

38% less call options, than puts

Call options by funds: $50.3M | Put options by funds: $80.6M

Holders
772
Holders Change
+33
Holders Change %
+4.47%
% of All Funds
12.3%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.29%
New
86
Increased
246
Reduced
294
Closed
40
Calls
$50.3M
Puts
$80.6M
Net Calls
-$30.3M
Net Calls Change
-$34.9M

Top Buyers

Rank Fund Capital Flow
1
PAM
PineStone Asset Management
Quebec, Canada
+$125M
2
Invesco
Invesco
Georgia
+$81.7M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$74.6M
4
SWG
Summit Wealth Group
Vermont
+$66.7M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$55.2M

Top Sellers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
-$104M
2
APG Asset Management
APG Asset Management
Netherlands
-$83.9M
3
WCM Investment Management
WCM Investment Management
California
-$56.4M
4
BlackRock
BlackRock
New York
-$49.4M
5
JP Morgan Chase
JP Morgan Chase
New York
-$46.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
GBT
751
Grove Bank & Trust
Florida
$3.06K +$3K +2 New
NSG
752
Nalls Sherbakoff Group
Tennessee
$3K +$3K +2 New
FGAM
753
Financial Gravity Asset Management
Texas
$2.27K +$128K +85 +6%
CAM
754
ClariVest Asset Management
California
$2K – – –
BWM
755
BerganKDV Wealth Management
Minnesota
$1.53K – – –
EWM
756
Evermay Wealth Management
Virginia
$1.53K – – –
FSWA
757
Financial Synergies Wealth Advisors
Texas
$1.53K – – –
GFPC
758
Global Financial Private Client
Florida
$1.53K – – –
PWMG
759
Prestige Wealth Management Group
New Jersey
$1.53K – – –
WWM
760
Wolff Wiese Magana
California
$1.53K – – –
TFA
761
Toth Financial Advisory
Virginia
$1.53K +$1.5K +1 New
TWD
762
True Wealth Design
Ohio
$1.53K +$1.5K +1 New
CT
763
Cambridge Trust
Massachusetts
$1.53K -$4.51K -3 -75%
GWM
764
Geneos Wealth Management
Colorado
$1.53K – – –
HGWM
765
Harvest Group Wealth Management
Massachusetts
$1.53K – – –
HWP
766
Highline Wealth Partners
California
$1.53K – – –
LIM
767
Longfellow Investment Management
Massachusetts
$1.53K – – –
NSIM
768
North Star Investment Management
Illinois
$1.53K – – –
Optiver Holding
769
Optiver Holding
Netherlands
$1.53K +$1.5K +1 New
ECM
770
Everence Capital Management
Indiana
$1.47K – – –
Commonwealth Equity Services
771
Commonwealth Equity Services
Massachusetts
$1.04K -$93.1K -62 -8%
AW
772
Avion Wealth
Texas
$1K +$1.5K +1 New
Marshall Wace
773
Marshall Wace
United Kingdom
– -$16.6M -11,482 Closed
BC
774
Brookfield Corp
Ontario, Canada
– -$9.07M -6,273 Closed
N
775
Natixis
France
– -$3.63M -2,509 Closed
29 30
31
32 33

MTD Hedge Fund Activity: Q1 2023 in Review

772 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Mettler-Toledo International (MTD) for Q1 2023, worth a combined $31.7B — up 6.5% from $29.8B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new MTD positions and 40 closed out — a net gain of 46 holders — while 246 added to existing stakes and 294 trimmed.

The largest buyer was PineStone Asset Management, adding an estimated $125M. The largest seller was AllianceBernstein, cutting an estimated $104M.

  • 772 institutional investors held Mettler-Toledo International (MTD) as of Q1 2023, up from 739 in Q4 2022.
  • Funds reported $31.7B of Mettler-Toledo International stock for Q1 2023, up 6.5% quarter-over-quarter.
  • 86 funds opened new Mettler-Toledo International positions in Q1 2023 and 40 closed out, a net change of +46 holders.
  • The largest Mettler-Toledo International buyer in Q1 2023 was PineStone Asset Management, an estimated $125M added.
  • The largest Mettler-Toledo International seller in Q1 2023 was AllianceBernstein, an estimated $104M sold.

Based on aggregated 13F filings for Q1 2023.