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M&T Bank

887 hedge funds and large institutions have $19.8B invested in M&T Bank in 2023 Q4 according to their latest regulatory filings, with 156 funds opening new positions, 270 increasing their positions, 328 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more first-time investments, than exits

New positions opened: 156 | Existing positions closed: 63

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

12% more capital invested

Capital invested by funds: $17.6B → $19.8B (+$2.18B)

10% more funds holding

Funds holding: 804887 (+83)

3.04% more ownership

Funds ownership: 84.04%87.08% (+3%)

18% less repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 328

24% less call options, than puts

Call options by funds: $122M | Put options by funds: $161M

Holders
887
Holders Change
+83
Holders Change %
+10.32%
% of All Funds
12.93%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
156
Increased
270
Reduced
328
Closed
63
Calls
$122M
Puts
$161M
Net Calls
-$39.2M
Net Calls Change
+$421M
Name Holding Trade Value Shares
Change
Change in
Stake
CANY
426
Caxton Associates (New York)
New York
$747K +$685K +5,453 New
BFEC
427
Benjamin F. Edwards & Company
Missouri
$745K +$142K +1,128 +26%
BBVA
428
Banco Bilbao Vizcaya Argentaria
Spain
$744K +$23.4K +186 +4%
TI
429
Trexquant Investment
Connecticut
$737K +$675K +5,373 New
EF
430
Empirical Finance
Pennsylvania
$731K +$6.16K +49 +0.9%
VIM
431
Vinva Investment Management
Australia
$731K +$193K +1,539 +41%
PGWM
432
Parisi Gray Wealth Management
New Jersey
$730K
EMFAT
433
Emerald Mutual Fund Advisers Trust
Pennsylvania
$724K
NMIMC
434
Northwestern Mutual Investment Management Company
Wisconsin
$720K +$2.14K +17 +0.3%
CCA
435
Cora Capital Advisors
New Jersey
$703K
SCA
436
STALEY CAPITAL ADVISERS
Pennsylvania
$701K -$251 -2 -0%
OTL
437
Oak Thistle LLC
New York
$692K +$634K +5,049 New
SCP
438
Steamboat Capital Partners
New York
$685K -$103K -823 -14%
AIM
439
Aquila Investment Management
New York
$685K
TFA
440
Transamerica Financial Advisors
Florida
$683K -$409K -3,257 -40%
DWM
441
Dopkins Wealth Management
New York
$676K +$1.38K +11 +0.2%
GIM
442
Greylin Investment Management
Virginia
$672K
GCM
443
Greenland Capital Management
New York
$668K +$612K +4,873 New
BRWA
444
B. Riley Wealth Advisors
Florida
$668K -$115K -915 -16%
WAM
445
WNY Asset Management
New York
$659K +$2.76K +22 +0.5%
SC
446
SouthState Corp
Florida
$646K +$103K +816 +21%
Credit Agricole
447
Credit Agricole
France
$644K +$394K +3,136 +201%
Carson Wealth (CWM LLC)
448
Carson Wealth (CWM LLC)
Nebraska
$643K -$46.6K -371 -7%
AWM
449
Aviso Wealth Management
Washington
$642K +$588K +4,680 New
SWP
450
Stratos Wealth Partners
Ohio
$639K -$173K -1,379 -23%

MTB Hedge Fund Activity: Q4 2023 in Review

887 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in M&T Bank (MTB) for Q4 2023, worth a combined $19.8B — up 12% from $17.6B a quarter earlier.

Buyers outnumbered sellers: 156 funds opened new MTB positions and 63 closed out — a net gain of 93 holders — while 270 added to existing stakes and 328 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $423M. The largest seller was Fidelity Investments, cutting an estimated $109M.

  • 887 institutional investors held M&T Bank (MTB) as of Q4 2023, up from 804 in Q3 2023.
  • Funds reported $19.8B of M&T Bank stock for Q4 2023, up 12% quarter-over-quarter.
  • 156 funds opened new M&T Bank positions in Q4 2023 and 63 closed out, a net change of +93 holders.
  • The largest M&T Bank buyer in Q4 2023 was Morgan Stanley, an estimated $423M added.
  • The largest M&T Bank seller in Q4 2023 was Fidelity Investments, an estimated $109M sold.

Based on aggregated 13F filings for Q4 2023.