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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
HAI
326
Hennessy Advisors Inc
California
$1.64M +$314K +2,500 +26%
NWM
327
Northcape Wealth Management
New York
$1.64M -$138K -1,100 -8%
TCOV
328
Trust Company of Vermont
Vermont
$1.63M -$528K -4,205 -26%
CIP
329
Chartwell Investment Partners
Pennsylvania
$1.61M -$204K -1,627 -12%
Baird Financial Group
330
Baird Financial Group
Wisconsin
$1.61M -$309K -2,460 -17%
HI
331
Hudock Inc
Pennsylvania
$1.6M +$15.2K +121 +1%
CAN
332
Cetera Advisor Networks
California
$1.59M -$38.1K -303 -3%
LAM
333
Lakewood Asset Management
Illinois
$1.58M +$22.5K +179 +2%
CRIG
334
Charter Research & Investment Group
Connecticut
$1.57M +$51.5K +410 +4%
BC
335
Barrett & Company
Rhode Island
$1.54M -$892K -7,099 -39%
HIMCH
336
Hartford Investment Management Co (HIMCO)
Connecticut
$1.54M -$14.6K -116 -1%
Pacer Advisors
337
Pacer Advisors
Pennsylvania
$1.52M -$772K -6,141 -36%
MFFIA
338
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$1.52M -$25.1K -200 -2%
OSAM
339
O'Shaughnessy Asset Management
Connecticut
$1.52M +$264K +2,103 +23%
MC
340
Moors & Cabot
Massachusetts
$1.51M -$11.3K -90 -0.8%
CF
341
Cantor Fitzgerald
New York
$1.49M -$7.04M -56,064 -84%
AG
342
Ascent Group
Virginia
$1.49M +$56K +446 +4%
NHT
343
New Hampshire Trust
New Hampshire
$1.48M
HJGA
344
Hardman Johnston Global Advisors
Connecticut
$1.46M
SAM
345
Securian Asset Management
Minnesota
$1.43M -$174K -1,388 -12%
O
346
Ossiam
France
$1.41M +$622K +4,950 +93%
QT
347
Quantbot Technologies
New York
$1.4M +$1.28M +10,183 New
KPWS
348
Kestra Private Wealth Services
Texas
$1.38M -$1.38M -10,967 -52%
Northwestern Mutual Wealth Management
349
Northwestern Mutual Wealth Management
Wisconsin
$1.38M -$660K -5,256 -34%
Cerity Partners
350
Cerity Partners
New York
$1.37M -$4.94M -39,333 -80%

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.