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M&T Bank

887 hedge funds and large institutions have $19.8B invested in M&T Bank in 2023 Q4 according to their latest regulatory filings, with 156 funds opening new positions, 270 increasing their positions, 328 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more first-time investments, than exits

New positions opened: 156 | Existing positions closed: 63

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

12% more capital invested

Capital invested by funds: $17.6B → $19.8B (+$2.18B)

10% more funds holding

Funds holding: 804887 (+83)

3.04% more ownership

Funds ownership: 84.04%87.08% (+3%)

18% less repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 328

24% less call options, than puts

Call options by funds: $122M | Put options by funds: $161M

Holders
887
Holders Change
+83
Holders Change %
+10.32%
% of All Funds
12.93%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
156
Increased
270
Reduced
328
Closed
63
Calls
$122M
Puts
$161M
Net Calls
-$39.2M
Net Calls Change
+$421M
Name Holding Trade Value Shares
Change
Change in
Stake
Walleye Trading
276
Walleye Trading
New York
$2.36M +$2.16M +17,215 New
PRC
277
Pearl River Capital
Michigan
$2.31M +$969K +7,709 +84%
DJSG
278
D.J. St. Germain
Massachusetts
$2.27M -$37.8K -301 -2%
Wealth Enhancement Advisory Services
279
Wealth Enhancement Advisory Services
Minnesota
$2.26M -$309K -2,461 -13%
NMM
280
Naples Money Management
Florida
$2.26M +$2.07M +16,485 New
Cetera Investment Advisers
281
Cetera Investment Advisers
Illinois
$2.25M +$1.05M +8,333 +103%
CIC
282
Cornercap Investment Counsel
Georgia
$2.25M -$11.6K -92 -0.6%
DILIC
283
Dai-ichi Life Insurance Company
Japan
$2.23M +$2.04M +16,244 New
SFS
284
Strategic Financial Services
New York
$2.22M -$140K -1,111 -6%
Fisher Asset Management
285
Fisher Asset Management
Washington
$2.18M +$55.2K +439 +3%
NEI
286
Northwest & Ethical Investments
Ontario, Canada
$2.16M -$7.29K -58 -0.4%
MHS
287
M Holdings Securities
Oregon
$2.16M -$56.4K -449 -3%
First Manhattan
288
First Manhattan
New York
$2.11M +$28.8K +229 +2%
SMDAM
289
Sumitomo Mitsui DS Asset Management
Japan
$2.1M +$36.8K +293 +2%
NA
290
NewEdge Advisors
Louisiana
$2.1M +$602K +4,794 +48%
BFS
291
Bard Financial Services
Connecticut
$2.09M
EP
292
Edgestream Partners
New Jersey
$2.08M +$1.91M +15,208 New
DWP
293
Daymark Wealth Partners
Ohio
$2.08M +$30.8K +245 +2%
TCM
294
Teza Capital Management
Illinois
$2.06M +$1.89M +15,050 New
FCMC
295
Founders Capital Management (Connecticut)
Connecticut
$2.06M -$230K -1,831 -11%
SW
296
SlateStone Wealth
Florida
$2.02M
Daiwa Securities Group
297
Daiwa Securities Group
Japan
$2.01M +$117K +930 +7%
TRSOTSOK
298
Teachers Retirement System of the State of Kentucky
Kentucky
$1.99M -$112K -893 -6%
EMPI
299
Elo Mutual Pension Insurance
Finland
$1.99M +$76K +605 +4%
SWIM
300
Smallwood Wealth Investment Management
New Jersey
$1.97M

MTB Hedge Fund Activity: Q4 2023 in Review

887 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in M&T Bank (MTB) for Q4 2023, worth a combined $19.8B — up 12% from $17.6B a quarter earlier.

Buyers outnumbered sellers: 156 funds opened new MTB positions and 63 closed out — a net gain of 93 holders — while 270 added to existing stakes and 328 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $423M. The largest seller was Fidelity Investments, cutting an estimated $109M.

  • 887 institutional investors held M&T Bank (MTB) as of Q4 2023, up from 804 in Q3 2023.
  • Funds reported $19.8B of M&T Bank stock for Q4 2023, up 12% quarter-over-quarter.
  • 156 funds opened new M&T Bank positions in Q4 2023 and 63 closed out, a net change of +93 holders.
  • The largest M&T Bank buyer in Q4 2023 was Morgan Stanley, an estimated $423M added.
  • The largest M&T Bank seller in Q4 2023 was Fidelity Investments, an estimated $109M sold.

Based on aggregated 13F filings for Q4 2023.