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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
CA
426
Cetera Advisors
Colorado
$452K +$461 +3 +0.1%
PCM
427
Penn Capital Management
Pennsylvania
$448K -$23.3K -152 -5%
ST
428
Somerset Trust
Pennsylvania
$445K +$17K +111 +4%
CI
429
Cigna Investments
Connecticut
$444K -$165K -1,072 -27%
DWM
430
Dopkins Wealth Management
New York
$444K +$444K +2,892 New
BF
431
BOK Financial
Oklahoma
$443K +$10.3K +67 +2%
CCA
432
Cobblestone Capital Advisors
New York
$442K
AWA
433
Amplius Wealth Advisors
Pennsylvania
$440K +$441K +2,869 New
CIS
434
Connors Investor Services
Pennsylvania
$438K -$998K -6,500 -69%
GAM
435
Gotham Asset Management
New York
$432K +$432K +2,816 New
PWP
436
Principle Wealth Partners
Connecticut
$430K -$30.7K -200 -7%
RC
437
RegentAtlantic Capital
New Jersey
$427K +$19.5K +127 +5%
BFS
438
Bradley Foster & Sargent
Connecticut
$426K +$8.91K +58 +2%
MML Investors Services
439
MML Investors Services
Massachusetts
$419K -$7.06K -46 -2%
MCM
440
Magnolia Capital Management
New York
$419K
AP
441
Advisor Partners
California
$413K +$65.7K +428 +19%
SBH
442
Segall Bryant & Hamill
Illinois
$400K
Axa
443
Axa
France
$399K -$38.2K -249 -9%
FC
444
Financial Consulate
Maryland
$396K +$461 +3 +0.1%
XF
445
XML Financial
Maryland
$392K -$1.07K -7 -0.3%
UAML
446
US Asset Management LLC
Pennsylvania
$392K -$461 -3 -0.1%
IC
447
IEQ Capital
California
$391K +$31K +202 +9%
TRIA
448
Trail Ridge Investment Advisors
Colorado
$390K +$390K +2,537 New
CIBC World Market
449
CIBC World Market
Ontario, Canada
$387K +$387K +2,518 New
OPS
450
Orion Portfolio Solutions
Nebraska
$386K -$6.76K -44 -2%

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.