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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
PA
426
Procyon Advisors
Connecticut
$610K -$5.08K -35 -0.7%
HPCM
427
Hunter Perkins Capital Management
Illinois
$598K +$501K +3,450 +223%
EIP
428
Epoch Investment Partners
New York
$598K +$31.8K +219 +5%
GIM
429
Greylin Investment Management
Virginia
$592K
AAMC
430
Asset Allocation & Management Company
Illinois
$591K
AG
431
Ascent Group
Virginia
$589K +$280K +1,926 +64%
ECM
432
Evergreen Capital Management
Washington
$582K -$1.57M -10,834 -69%
RJT
433
Raymond James Trust
Florida
$579K -$87.1K -600 -11%
CA
434
Cetera Advisors
Colorado
$576K -$711K -4,897 -50%
BMM
435
Buffington Mohr McNeal
Idaho
$568K
DC
436
Davenport & Co
Virginia
$563K -$23.7K -163 -3%
ONB
437
Old National Bancorp
Indiana
$561K -$80.6K -555 -11%
BBVA
438
Banco Bilbao Vizcaya Argentaria
Spain
$556K +$125K +864 +23%
GWM
439
GSB Wealth Management
Connecticut
$552K +$6.82K +47 +1%
OBWG
440
Onyx Bridge Wealth Group
New York
$548K -$3.19K -22 -0.5%
DDC
441
DF Dent & Co
Maryland
$545K +$43.5K +300 +7%
CC
442
Centiva Capital
New York
$539K +$421K +2,901 +181%
CCI
443
Credit Capital Investments
New Jersey
$538K +$653K +4,500 New
PIC
444
PCJ Investment Counsel
Ontario, Canada
$538K +$653K +4,500 New
SCA
445
STALEY CAPITAL ADVISERS
Pennsylvania
$538K +$653K +4,500 New
ACM
446
Alethea Capital Management
Washington
$531K +$645K +4,445 New
BFEC
447
Benjamin F. Edwards & Company
Missouri
$530K +$47.5K +327 +8%
AWM
448
AE Wealth Management
Kansas
$525K -$31.2K -215 -5%
AAS
449
Avantax Advisory Services
Texas
$525K -$7.98K -55 -1%
WANY
450
Wealthspire Advisors (New York)
New York
$524K -$37.6K -259 -6%

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.