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M&T Bank

592 hedge funds and large institutions have $11.2B invested in M&T Bank in 2020 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 199 increasing their positions, 215 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more call options, than puts

Call options by funds: $34.5M | Put options by funds: $30.2M

1.59% more ownership

Funds ownership: 81.61%83.2% (+1.6%)

7% less repeat investments, than reductions

Existing positions increased: 199 | Existing positions reduced: 215

12% less funds holding

Funds holding: 673592 (-81)

39% less capital invested

Capital invested by funds: $18.3B → $11.2B (-$7.1B)

55% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 133

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
592
Holders Change
-81
Holders Change %
-12.04%
% of All Funds
13.05%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.04%
New
60
Increased
199
Reduced
215
Closed
133
Calls
$34.5M
Puts
$30.2M
Net Calls
+$4.3M
Net Calls Change
+$10.3M
Name Holding Trade Value Shares
Change
Change in
Stake
GAG
401
GM Advisory Group
New York
$265K +$377K +2,564 New
GHA
402
GW Henssler & Associates
Georgia
$264K +$4.12K +28 +1%
PIA
403
Piedmont Investment Advisors
North Carolina
$261K +$4.27K +29 +1%
XF
404
XML Financial
Maryland
$259K -$1.32K -9 -0.4%
SA
405
Sicart Associates
New York
$259K
BNP Paribas Asset Management
406
BNP Paribas Asset Management
France
$251K -$42.4K -288 -11%
IG
407
ING Group
Netherlands
$250K -$976K -6,633 -73%
JWCA
408
J.W. Coons Advisors
Ohio
$250K +$356K +2,421 New
ICM
409
IMS Capital Management
Oregon
$249K
William Blair & Company
410
William Blair & Company
Illinois
$246K -$136K -927 -28%
LWA
411
Lenox Wealth Advisors
New York
$246K +$14K +95 +4%
APA
412
American Portfolios Advisors
New York
$244K -$7.65K -52 -2%
Fuller & Thaler Asset Management
413
Fuller & Thaler Asset Management
California
$244K
DC
414
Davenport & Co
Virginia
$243K -$6.47K -44 -2%
CRC
415
Curi RMB Capital
Illinois
$239K -$149K -1,012 -30%
BRWA
416
B. Riley Wealth Advisors
Florida
$234K +$14.1K +96 +4%
FA
417
FMA Advisory
Pennsylvania
$234K +$333K +2,264 New
FIM
418
Freedom Investment Management
Connecticut
$232K -$28.7K -195 -13%
FC
419
Financial Consulate
Maryland
$229K -$28.2K -192 -8%
AIP
420
Ameritas Investment Partners
Nebraska
$228K
SMC
421
Smith, Moore & Co
Missouri
$228K
SOAMC
422
Spirit of America Management Corp
New York
$228K
Cerity Partners
423
Cerity Partners
New York
$225K +$3.24K +22 +1%
WC
424
Whitney & Co
New York
$224K
LNWWM
425
Laird Norton Wetherby Wealth Management
California
$222K +$79.7K +542 +34%

MTB Hedge Fund Activity: Q1 2020 in Review

592 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in M&T Bank (MTB) for Q1 2020, worth a combined $11.2B — down 39% from $18.3B a quarter earlier.

Sellers outnumbered buyers: 133 funds closed out of MTB and 60 opened new positions — a net loss of 73 holders — while 215 trimmed existing stakes and 199 added.

The largest buyer was Fidelity Investments, adding an estimated $132M. The largest seller was Ameriprise, cutting an estimated $77.3M.

  • 592 institutional investors held M&T Bank (MTB) as of Q1 2020, down from 673 in Q4 2019.
  • Funds reported $11.2B of M&T Bank stock for Q1 2020, down 39% quarter-over-quarter.
  • 60 funds opened new M&T Bank positions in Q1 2020 and 133 closed out, a net change of -73 holders.
  • The largest M&T Bank buyer in Q1 2020 was Fidelity Investments, an estimated $132M added.
  • The largest M&T Bank seller in Q1 2020 was Ameriprise, an estimated $77.3M sold.

Based on aggregated 13F filings for Q1 2020.