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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
SCP
401
Steamboat Capital Partners
New York
$717K +$871K +6,000 New
FRM
402
Fox Run Management
Connecticut
$714K +$364K +2,509 +72%
FHB
403
First Hawaiian Bank
Hawaii
$712K -$98K -675 -10%
JWCA
404
J.W. Coons Advisors
Ohio
$708K +$86.4K +595 +11%
SFG
405
SevenBridge Financial Group
Pennsylvania
$705K
JWBC
406
J.W. Burns & Co
New York
$701K +$14.4K +99 +2%
IC
407
IEQ Capital
California
$700K +$351K +2,421 +70%
VEA
408
Virtus ETF Advisers
New York
$686K +$139K +956 +20%
GT
409
Glenview Trust
Kentucky
$685K +$37.5K +258 +5%
SWP
410
Stratos Wealth Partners
Ohio
$685K -$108K -741 -11%
BRWA
411
B. Riley Wealth Advisors
Florida
$672K +$81.3K +560 +11%
PAM
412
Panagora Asset Management
Massachusetts
$664K -$231K -1,589 -22%
PTC
413
Petrus Trust Company
Texas
$659K +$800K +5,508 New
MYLI
414
Meiji Yasuda Life Insurance
Japan
$657K +$41.7K +287 +6%
SCM
415
Stevens Capital Management
Pennsylvania
$647K +$291K +2,005 +59%
CT
416
Coastline Trust
Rhode Island
$646K -$1.83M -12,635 -70%
APWM
417
Argonautica Private Wealth Management
Massachusetts
$645K -$41.5K -286 -5%
PGWM
418
Parisi Gray Wealth Management
New Jersey
$637K
NMIMC
419
Northwestern Mutual Investment Management Company
Wisconsin
$636K -$13.1K -90 -2%
AWCI
420
Alpine Woods Capital Investors
New York
$636K -$29K -200 -4%
EMFAT
421
Emerald Mutual Fund Advisers Trust
Pennsylvania
$631K +$766K +5,279 New
TSS
422
Two Sigma Securities
New York
$623K +$389K +2,680 +106%
SWS
423
SYSTM Wealth Solutions
Illinois
$623K -$210K -1,449 -22%
BPA
424
Beacon Pointe Advisors
California
$616K -$139K -960 -16%
CCA
425
Cora Capital Advisors
New Jersey
$612K +$1.31K +9 +0.2%

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.