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M&T Bank

520 hedge funds and large institutions have $13.6B invested in M&T Bank in 2016 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 186 increasing their positions, 199 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more call options, than puts

Call options by funds: $24.4M | Put options by funds: $22.7M

0.38% less ownership

Funds ownership: 80.66%80.28% (-0.38%)

7% less repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 199

6% less funds holding

Funds holding: 554520 (-34)

13% less capital invested

Capital invested by funds: $15.5B → $13.6B (-$1.95B)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

44% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 70

Holders
520
Holders Change
-34
Holders Change %
-6.14%
% of All Funds
13.86%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
39
Increased
186
Reduced
199
Closed
70
Calls
$24.4M
Puts
$22.7M
Net Calls
+$1.69M
Net Calls Change
-$4.3M
Name Holding Trade Value Shares
Change
Change in
Stake
FMBTD
401
First Midwest Bank Trust Division
Illinois
$276K -$12.5K -115 -4%
Susquehanna International Group
402
Susquehanna International Group
Pennsylvania
$272K -$3.03M -27,880 -92%
HJA
403
Hugh Johnson Advisors
New York
$271K +$14.2K +131 +6%
GWM
404
Geneos Wealth Management
Colorado
$268K +$259K +2,389 New
Bessemer Group
405
Bessemer Group
New Jersey
$264K
JWA
406
JFS Wealth Advisors
Pennsylvania
$260K
AWP
407
Ascent Wealth Partners
New York
$258K +$4.34K +40 +2%
RWM
408
RKL Wealth Management
Pennsylvania
$256K
EOJOAM
409
E. Ohman J:or Asset Management
Sweden
$255K
SMC
410
Smith, Moore & Co
Missouri
$253K
ECM
411
Everence Capital Management
Indiana
$250K
BOH
412
Bank of Hawaii
Hawaii
$247K -$1.54M -14,222 -86%
FTIOP
413
Fiduciary Trust International of Pennsylvania
Pennsylvania
$244K -$46.6K -429 -16%
FCBT
414
First Citizens Bank & Trust
North Carolina
$240K +$234K +2,158 New
TC
415
TradeLink Capital
Illinois
$230K +$225K +2,075 New
QI
416
QS Investors
New York
$227K -$21.6K -199 -9%
DWA
417
Douglass Winthrop Advisors
New York
$226K
BBHC
418
Brown Brothers Harriman & Co
New York
$222K
YMRC
419
Yorktown Management & Research Company
Virginia
$222K
LNWWM
420
Laird Norton Wetherby Wealth Management
California
$219K +$214K +1,972 New
CNBT
421
Canandaigua National Bank & Trust
New York
$214K
WGCA
422
Wolf Group Capital Advisors
Virginia
$209K -$199K -1,835 -49%
HVIA
423
Hudson Valley Investment Advisors
New York
$209K +$8.14K +75 +4%
BF
424
BOK Financial
Oklahoma
$208K -$11.7K -108 -5%
Toronto Dominion Bank
425
Toronto Dominion Bank
Ontario, Canada
$188K -$408K -3,761 -69%

MTB Hedge Fund Activity: Q1 2016 in Review

520 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in M&T Bank (MTB) for Q1 2016, worth a combined $13.6B — down 13% from $15.5B a quarter earlier.

Sellers outnumbered buyers: 70 funds closed out of MTB and 39 opened new positions — a net loss of 31 holders — while 199 trimmed existing stakes and 186 added.

The largest buyer was Royal London Asset Management, adding an estimated $434M. The largest seller was Baillie Gifford & Co, cutting an estimated $486M.

  • 520 institutional investors held M&T Bank (MTB) as of Q1 2016, down from 554 in Q4 2015.
  • Funds reported $13.6B of M&T Bank stock for Q1 2016, down 13% quarter-over-quarter.
  • 39 funds opened new M&T Bank positions in Q1 2016 and 70 closed out, a net change of -31 holders.
  • The largest M&T Bank buyer in Q1 2016 was Royal London Asset Management, an estimated $434M added.
  • The largest M&T Bank seller in Q1 2016 was Baillie Gifford & Co, an estimated $486M sold.

Based on aggregated 13F filings for Q1 2016.