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M&T Bank

704 hedge funds and large institutions have $17.2B invested in M&T Bank in 2021 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 231 increasing their positions, 218 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 60

57% more funds holding in top 10

Funds holding in top 10: 711 (+4)

9% more funds holding

Funds holding: 645704 (+59)

1.66% more ownership

Funds ownership: 86.2%87.85% (+1.7%)

6% more repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 218

4% more capital invested

Capital invested by funds: $16.5B → $17.2B (+$636M)

3% more call options, than puts

Call options by funds: $82.1M | Put options by funds: $79.9M

Holders
704
Holders Change
+59
Holders Change %
+9.15%
% of All Funds
10.83%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.17%
New
128
Increased
231
Reduced
218
Closed
60
Calls
$82.1M
Puts
$79.9M
Net Calls
+$2.25M
Net Calls Change
-$4.49M
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
401
Cetera Investment Advisers
Illinois
$571K +$33.2K +216 +6%
BMSSC
402
B. Metzler seel. Sohn & Co
Germany
$566K -$514K -3,348 -48%
WIC
403
Woodmont Investment Counsel
Tennessee
$564K -$22.3K -145 -4%
PA
404
Profund Advisors
Maryland
$553K -$16K -104 -3%
TCM
405
Teza Capital Management
Illinois
$545K +$545K +3,547 New
SFG
406
SevenBridge Financial Group
Pennsylvania
$544K
SG Americas Securities
407
SG Americas Securities
New York
$543K +$45.8K +298 +9%
D.E. Shaw & Co
408
D.E. Shaw & Co
New York
$542K -$8.79M -57,237 -94%
CAN
409
Cetera Advisor Networks
California
$528K +$2.15K +14 +0.4%
KRSITF
410
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$518K +$9.67K +63 +2%
DS
411
DRW Securities
Illinois
$509K +$509K +3,314 New
IA
412
IFG Advisory
Georgia
$505K +$6.14K +40 +1%
William Blair & Company
413
William Blair & Company
Illinois
$502K +$82.6K +538 +20%
WA
414
WealthTrust Axiom
Pennsylvania
$501K
VIA
415
Vident Investment Advisory
Georgia
$499K -$1.32M -8,576 -73%
Cerity Partners
416
Cerity Partners
New York
$498K +$182K +1,184 +58%
BOH
417
Bank of Hawaii
Hawaii
$492K -$38.1K -248 -7%
CWM
418
Congress Wealth Management
Massachusetts
$486K +$486K +3,164 New
ECM
419
Everence Capital Management
Indiana
$482K -$688K -4,480 -59%
RIM
420
Redpoint Investment Management
Australia
$482K -$70.5K -459 -13%
BFEC
421
Benjamin F. Edwards & Company
Missouri
$482K +$10.9K +71 +2%
BL
422
Balentine LLC
Georgia
$476K +$98K +638 +26%
AAS
423
Avantax Advisory Services
Texas
$465K -$75.4K -491 -14%
CAAM
424
Cornerstone Advisors Asset Management
Pennsylvania
$463K +$463K +3,017 New
ISWM
425
Independent Solutions Wealth Management
New York
$452K +$11.8K +77 +3%

MTB Hedge Fund Activity: Q4 2021 in Review

704 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in M&T Bank (MTB) for Q4 2021, worth a combined $17.2B — up 3.8% from $16.5B a quarter earlier.

Buyers outnumbered sellers: 128 funds opened new MTB positions and 60 closed out — a net gain of 68 holders — while 231 added to existing stakes and 218 trimmed.

The largest buyer was Barrow, Hanley, Mewhinney & Strauss, opening a new position worth an estimated $118M. The largest seller was Invesco, cutting an estimated $130M.

  • 704 institutional investors held M&T Bank (MTB) as of Q4 2021, up from 645 in Q3 2021.
  • Funds reported $17.2B of M&T Bank stock for Q4 2021, up 3.8% quarter-over-quarter.
  • 128 funds opened new M&T Bank positions in Q4 2021 and 60 closed out, a net change of +68 holders.
  • The largest M&T Bank buyer in Q4 2021 was Barrow, Hanley, Mewhinney & Strauss, an estimated $118M added.
  • The largest M&T Bank seller in Q4 2021 was Invesco, an estimated $130M sold.

Based on aggregated 13F filings for Q4 2021.