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M&T Bank

804 hedge funds and large institutions have $17.6B invested in M&T Bank in 2023 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 274 increasing their positions, 307 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

2% more capital invested

Capital invested by funds: $17.2B → $17.6B (+$401M)

0.06% more ownership

Funds ownership: 83.98%84.04% (+0.06%)

3% less funds holding

Funds holding: 828804 (-24)

11% less repeat investments, than reductions

Existing positions increased: 274 | Existing positions reduced: 307

12% less first-time investments, than exits

New positions opened: 72 | Existing positions closed: 82

71% less call options, than puts

Call options by funds: $185M | Put options by funds: $645M

Holders
804
Holders Change
-24
Holders Change %
-2.9%
% of All Funds
12.76%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
72
Increased
274
Reduced
307
Closed
82
Calls
$185M
Puts
$645M
Net Calls
-$460M
Net Calls Change
+$2.38M
Name Holding Trade Value Shares
Change
Change in
Stake
IC
401
IEQ Capital
California
$742K +$173K +1,330 +29%
SCP
402
Steamboat Capital Partners
New York
$736K +$14.2K +109 +2%
BRWA
403
B. Riley Wealth Advisors
Florida
$731K +$71.5K +548 +10%
OIA
404
OneDigital Investment Advisors
Kansas
$728K +$353K +2,705 +89%
Lazard Asset Management
405
Lazard Asset Management
New York
$725K +$235K +1,803 +46%
GT
406
Glenview Trust
Kentucky
$724K
IIM
407
INTECH Investment Management
Florida
$717K -$7.02M -53,823 -90%
KRSITF
408
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$715K -$38.7K -297 -5%
O
409
Ossiam
France
$675K +$292K +2,240 +72%
PGWM
410
Parisi Gray Wealth Management
New Jersey
$673K
EF
411
Empirical Finance
Pennsylvania
$669K +$77.6K +595 +13%
EMFAT
412
Emerald Mutual Fund Advisers Trust
Pennsylvania
$668K
EIP
413
Epoch Investment Partners
New York
$666K -$50.6K -388 -7%
PA
414
Procyon Advisors
Connecticut
$666K +$27.4K +210 +4%
BBVA
415
Banco Bilbao Vizcaya Argentaria
Spain
$663K +$10K +77 +1%
NMIMC
416
Northwestern Mutual Investment Management Company
Wisconsin
$662K +$522 +4 +0.1%
CCA
417
Cora Capital Advisors
New Jersey
$649K -$522 -4 -0.1%
SCA
418
STALEY CAPITAL ADVISERS
Pennsylvania
$647K +$78.5K +602 +13%
Carson Wealth (CWM LLC)
419
Carson Wealth (CWM LLC)
Nebraska
$640K +$38.1K +292 +6%
AIM
420
Aquila Investment Management
New York
$632K -$130K -1,000 -17%
DWM
421
Dopkins Wealth Management
New York
$622K +$131K +1,004 +26%
GIM
422
Greylin Investment Management
Virginia
$620K -$6.52K -50 -1%
LNC
423
Lincoln National Corp
Pennsylvania
$618K -$5.61K -43 -0.9%
Envestnet Portfolio Solutions
424
Envestnet Portfolio Solutions
Illinois
$615K +$634K +4,864 New
MPWT
425
MassMutual Private Wealth & Trust
Connecticut
$605K +$26K +199 +4%

MTB Hedge Fund Activity: Q3 2023 in Review

804 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in M&T Bank (MTB) for Q3 2023, worth a combined $17.6B — up 2.3% from $17.2B a quarter earlier.

Sellers outnumbered buyers: 82 funds closed out of MTB and 72 opened new positions — a net loss of 10 holders — while 307 trimmed existing stakes and 274 added.

The largest buyer was Invesco, adding an estimated $84.9M. The largest seller was Wellington Management Group, cutting an estimated $87.1M.

  • 804 institutional investors held M&T Bank (MTB) as of Q3 2023, down from 828 in Q2 2023.
  • Funds reported $17.6B of M&T Bank stock for Q3 2023, up 2.3% quarter-over-quarter.
  • 72 funds opened new M&T Bank positions in Q3 2023 and 82 closed out, a net change of -10 holders.
  • The largest M&T Bank buyer in Q3 2023 was Invesco, an estimated $84.9M added.
  • The largest M&T Bank seller in Q3 2023 was Wellington Management Group, an estimated $87.1M sold.

Based on aggregated 13F filings for Q3 2023.