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M&T Bank

893 hedge funds and large institutions have $20.4B invested in M&T Bank in 2024 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 291 increasing their positions, 345 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 84

3% more capital invested

Capital invested by funds: $19.8B → $20.4B (+$605M)

1% more funds holding

Funds holding: 887893 (+6)

2.78% less ownership

Funds ownership: 87.08%84.3% (-2.8%)

16% less repeat investments, than reductions

Existing positions increased: 291 | Existing positions reduced: 345

20% less call options, than puts

Call options by funds: $134M | Put options by funds: $167M

50% less funds holding in top 10

Funds holding in top 10: 84 (-4)

Holders
893
Holders Change
+6
Holders Change %
+0.68%
% of All Funds
12.86%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
99
Increased
291
Reduced
345
Closed
84
Calls
$134M
Puts
$167M
Net Calls
-$32.9M
Net Calls Change
+$6.27M
Name Holding Trade Value Shares
Change
Change in
Stake
GIM
426
Greylin Investment Management
Virginia
$713K
D.E. Shaw & Co
427
D.E. Shaw & Co
New York
$713K +$679K +4,900 New
BCM
428
Brookstone Capital Management
Illinois
$707K +$29.5K +213 +5%
SC
429
SouthState Corp
Florida
$703K +$17.3K +125 +3%
MWM
430
Modern Wealth Management
Kansas
$695K +$662K +4,777 New
BHCM
431
Brevan Howard Capital Management
Jersey
$687K +$655K +4,727 New
CWM
432
Connecticut Wealth Management
Connecticut
$677K -$353K -2,550 -35%
CIBC World Market
433
CIBC World Market
Ontario, Canada
$676K -$289K -2,086 -31%
MPWT
434
MassMutual Private Wealth & Trust
Connecticut
$675K +$2.63K +19 +0.4%
TFA
435
Transamerica Financial Advisors
Florida
$674K -$48.4K -349 -7%
DDC
436
DF Dent & Co
Maryland
$661K -$139 -1 -0%
RWM
437
RKL Wealth Management
Pennsylvania
$657K -$416 -3 -0.1%
SPA
438
Sherbrooke Park Advisers
New York
$655K +$624K +4,505 New
MA
439
Mutual Advisors
Nebraska
$654K +$299K +2,155 +92%
Envestnet Portfolio Solutions
440
Envestnet Portfolio Solutions
Illinois
$650K +$74.1K +535 +14%
RIM
441
Rakuten Investment Management
Japan
$650K +$562K +4,056 +989%
GT
442
Glenview Trust
Kentucky
$648K +$19.7K +142 +3%
PA
443
Procyon Advisors
Connecticut
$646K -$26.6K -192 -4%
SOW
444
State of Wyoming
Wyoming
$643K +$104K +748 +20%
SWP
445
Stratos Wealth Partners
Ohio
$619K -$56K -404 -9%
GCP
446
GSA Capital Partners
United Kingdom
$613K +$584K +4,218 New
PFA
447
Pure Financial Advisors
California
$611K -$5.4K -39 -0.9%
MIC
448
Means Investment Company
Maine
$610K +$970 +7 +0.2%
VCS
449
Vaughan & Co Securities
New Jersey
$607K -$56.9K -411 -9%
WANY
450
Wealthspire Advisors (New York)
New York
$606K +$2.08K +15 +0.4%

MTB Hedge Fund Activity: Q1 2024 in Review

893 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in M&T Bank (MTB) for Q1 2024, worth a combined $20.4B — up 3.1% from $19.8B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new MTB positions and 84 closed out — a net gain of 15 holders — while 291 added to existing stakes and 345 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $286M. The largest seller was Morgan Stanley, cutting an estimated $352M.

  • 893 institutional investors held M&T Bank (MTB) as of Q1 2024, up from 887 in Q4 2023.
  • Funds reported $20.4B of M&T Bank stock for Q1 2024, up 3.1% quarter-over-quarter.
  • 99 funds opened new M&T Bank positions in Q1 2024 and 84 closed out, a net change of +15 holders.
  • The largest M&T Bank buyer in Q1 2024 was Fidelity Investments, an estimated $286M added.
  • The largest M&T Bank seller in Q1 2024 was Morgan Stanley, an estimated $352M sold.

Based on aggregated 13F filings for Q1 2024.