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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
WSFS
351
Wilmington Savings Fund Society
Delaware
$1.06M -$14.5K -100 -1%
CIBC World Market
352
CIBC World Market
Ontario, Canada
$1.05M +$1.28M +8,791 New
Capstone Investment Advisors
353
Capstone Investment Advisors
New York
$1.05M +$459K +3,162 +56%
PP
354
Paloma Partners
Connecticut
$1.03M +$1.25M +8,621 New
NA
355
NewEdge Advisors
Louisiana
$1.03M -$239K -1,643 -16%
ECM
356
Estabrook Capital Management
New York
$1.03M -$6.24K -43 -0.5%
KI
357
Kula Investments
Illinois
$1.02M +$839K +5,777 +210%
Mercer Global Advisors
358
Mercer Global Advisors
Colorado
$1.01M +$123K +844 +11%
CRI
359
Commonwealth Retirement Investments
Virginia
$994K +$22.5K +155 +2%
KAS
360
Kestra Advisory Services
Texas
$993K -$631K -4,347 -34%
GC
361
Guggenheim Capital
Illinois
$993K -$170K -1,173 -12%
WPW
362
Waldron Private Wealth
Pennsylvania
$986K -$10.5K -72 -0.9%
RC
363
Roundview Capital
New Jersey
$977K +$1.19M +8,168 New
Parallax Volatility Advisers
364
Parallax Volatility Advisers
California
$967K +$1.17M +8,085 New
UCFA
365
United Capital Financial Advisors
Texas
$966K +$150K +1,030 +15%
NMERB
366
New Mexico Educational Retirement Board
New Mexico
$960K -$29K -200 -2%
NSB
367
Norway Savings Bank
Maine
$909K +$3.63K +25 +0.3%
MLICM
368
Metropolitan Life Insurance Company (MetLife)
New York
$905K -$350K -2,412 -24%
JCM
369
Jacobi Capital Management
Pennsylvania
$902K +$89.3K +615 +9%
MML Investors Services
370
MML Investors Services
Massachusetts
$898K +$316K +2,174 +41%
TFA
371
Transamerica Financial Advisors
Florida
$892K +$37K +255 +4%
SG Americas Securities
372
SG Americas Securities
New York
$877K +$540K +3,718 +103%
Cerity Partners
373
Cerity Partners
New York
$876K -$2.17M -14,967 -67%
CB
374
Commerce Bank
Missouri
$867K +$53.3K +367 +5%
IWC
375
Integrated Wealth Concepts
Massachusetts
$861K +$797K +5,489 +320%

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.