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M&T Bank

477 hedge funds and large institutions have $12.5B invested in M&T Bank in 2013 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 193 increasing their positions, 155 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 30

64% more call options, than puts

Call options by funds: $53.3M | Put options by funds: $32.5M

25% more repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 155

5% more funds holding

Funds holding: 456477 (+21)

3.1% more ownership

Funds ownership: 83.06%86.16% (+3.1%)

5% more capital invested

Capital invested by funds: $11.9B → $12.5B (+$558M)

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
477
Holders Change
+21
Holders Change %
+4.61%
% of All Funds
15.46%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.1%
New
56
Increased
193
Reduced
155
Closed
30
Calls
$53.3M
Puts
$32.5M
Net Calls
+$20.9M
Net Calls Change
+$6M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
426
Manchester Capital Management
Vermont
$126K -$6.25K -54 -5%
JFGIW
427
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$125K +$28.9K +250 +29%
EWM
428
Evercore Wealth Management
New York
$123K +$11.2K +97 +10%
LWCFA
429
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$114K
SSG
430
Summit Securities Group
New York
$112K +$104K +900 +900%
GIS
431
Guardian Investor Services
New York
$111K
LIA
432
LS Investment Advisors
Michigan
$108K +$34.7K +300 +45%
Creative Planning
433
Creative Planning
Kansas
$104K -$2.18M -18,816 -95%
TRCT
434
Tower Research Capital (TRC)
New York
$99K +$103K +886 New
WRM
435
Westport Resources Management
Connecticut
$93K
BWFA
436
Baltimore-Washington Financial Advisors
Maryland
$92K +$17.4K +150 +22%
JIC
437
Joel Isaacson & Co
New York
$89K +$83.3K +720 +1,014%
AAM
438
Advisors Asset Management
Colorado
$78K
TC
439
TradeLink Capital
Illinois
$78K +$11.6K +100 +17%
NYLIM
440
New York Life Investment Management
New York
$78K +$81K +700 New
ICOM
441
Investment Counselors of Maryland
Maryland
$73K +$75.2K +650 New
HF
442
Hoxton Financial
West Virginia
$72K
ST
443
Stifel Trust
Missouri
$69K
Acadian Asset Management
444
Acadian Asset Management
Massachusetts
$67K
Toronto Dominion Bank
445
Toronto Dominion Bank
Ontario, Canada
$61K -$1.36M -11,725 -96%
SAMC
446
Shinko Asset Management Company
Japan
$56K -$23.1K -200 -29%
PFS
447
Penseco Financial Services
Pennsylvania
$55K
IMS
448
Index Management Solutions
Pennsylvania
$55K +$57.3K +495 New
PTC
449
Private Trust Company
Ohio
$53K -$177K -1,533 -76%
Manulife (Manufacturers Life Insurance)
450
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$49.9K +$4.54M +39,256 +10%

MTB Hedge Fund Activity: Q3 2013 in Review

477 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in M&T Bank (MTB) for Q3 2013, worth a combined $12.5B — up 4.7% from $11.9B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new MTB positions and 30 closed out — a net gain of 26 holders — while 193 added to existing stakes and 155 trimmed.

The largest buyer was Baillie Gifford & Co, adding an estimated $207M. The largest seller was Fidelity Investments, cutting an estimated $122M.

  • 477 institutional investors held M&T Bank (MTB) as of Q3 2013, up from 456 in Q2 2013.
  • Funds reported $12.5B of M&T Bank stock for Q3 2013, up 4.7% quarter-over-quarter.
  • 56 funds opened new M&T Bank positions in Q3 2013 and 30 closed out, a net change of +26 holders.
  • The largest M&T Bank buyer in Q3 2013 was Baillie Gifford & Co, an estimated $207M added.
  • The largest M&T Bank seller in Q3 2013 was Fidelity Investments, an estimated $122M sold.

Based on aggregated 13F filings for Q3 2013.