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M&T Bank

825 hedge funds and large institutions have $16.6B invested in M&T Bank in 2023 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 277 increasing their positions, 333 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.27% more ownership

Funds ownership: 81.62%82.89% (+1.3%)

8% less funds holding

Funds holding: 896825 (-71)

17% less repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 333

18% less capital invested

Capital invested by funds: $20.2B → $16.6B (-$3.63B)

24% less call options, than puts

Call options by funds: $133M | Put options by funds: $175M

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

39% less first-time investments, than exits

New positions opened: 80 | Existing positions closed: 131

Holders
825
Holders Change
-71
Holders Change %
-7.92%
% of All Funds
13.15%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.08%
New
80
Increased
277
Reduced
333
Closed
131
Calls
$133M
Puts
$175M
Net Calls
-$42.1M
Net Calls Change
-$106M
Name Holding Trade Value Shares
Change
Change in
Stake
FL
226
Fourthstone LLC
Missouri
$3.08M +$2.56M +17,652 +218%
IHL
227
Investment House LLC
California
$3.07M +$3.73M +25,684 New
YCM
228
Yousif Capital Management
Michigan
$3.06M -$276K -1,903 -7%
MCG
229
McCollum Christoferson Group
New York
$2.97M
JFL
230
Jarislowsky, Fraser Ltd
Quebec, Canada
$2.92M -$406K -2,800 -10%
Allianz Asset Management
231
Allianz Asset Management
Germany
$2.89M +$15.7K +108 +0.4%
NYLIM
232
New York Life Investment Management
New York
$2.86M -$58.6K -404 -2%
PAG
233
Private Advisor Group
New Jersey
$2.85M -$251K -1,726 -7%
Mirae Asset Global Investments
234
Mirae Asset Global Investments
South Korea
$2.84M -$1.31K -9 -0%
WG
235
Winton Group
United Kingdom
$2.81M +$1.79M +12,312 +110%
SL
236
Summitry LLC
California
$2.81M +$302K +2,078 +10%
GI
237
GAMCO Investors
Connecticut
$2.78M -$133K -916 -4%
HSA
238
HBK Sorce Advisory
Pennsylvania
$2.75M -$3.53M -24,290 -51%
GIBU
239
Gulf International Bank (UK)
United Kingdom
$2.73M -$3.84M -26,462 -54%
LSC
240
Lesa Sroufe & Co
Washington
$2.73M
Swedbank
241
Swedbank
Sweden
$2.69M
First Manhattan
242
First Manhattan
New York
$2.67M -$307K -2,118 -9%
CWM
243
CIBC World Markets
New York
$2.66M -$7.24M -49,908 -69%
SGCIA
244
Smith Graham & Co Investment Advisors
Texas
$2.65M -$77.4K -533 -2%
Teacher Retirement System of Texas
245
Teacher Retirement System of Texas
Texas
$2.65M +$315K +2,173 +11%
MP
246
MSD Partners
New York
$2.61M
X
247
Xponance
Pennsylvania
$2.57M +$73.3K +505 +2%
Creative Planning
248
Creative Planning
Kansas
$2.56M +$92.9K +640 +3%
BC
249
Barrett & Company
Rhode Island
$2.43M -$97K -668 -3%
EI
250
Ethic Inc
New York
$2.4M +$952K +6,560 +49%

MTB Hedge Fund Activity: Q1 2023 in Review

825 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in M&T Bank (MTB) for Q1 2023, worth a combined $16.6B — down 18% from $20.2B a quarter earlier.

Sellers outnumbered buyers: 131 funds closed out of MTB and 80 opened new positions — a net loss of 51 holders — while 333 trimmed existing stakes and 277 added.

The largest buyer was Wellington Management Group, adding an estimated $573M. The largest seller was Wells Fargo, cutting an estimated $313M.

  • 825 institutional investors held M&T Bank (MTB) as of Q1 2023, down from 896 in Q4 2022.
  • Funds reported $16.6B of M&T Bank stock for Q1 2023, down 18% quarter-over-quarter.
  • 80 funds opened new M&T Bank positions in Q1 2023 and 131 closed out, a net change of -51 holders.
  • The largest M&T Bank buyer in Q1 2023 was Wellington Management Group, an estimated $573M added.
  • The largest M&T Bank seller in Q1 2023 was Wells Fargo, an estimated $313M sold.

Based on aggregated 13F filings for Q1 2023.