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M&T Bank

941 hedge funds and large institutions have $25.7B invested in M&T Bank in 2024 Q3 according to their latest regulatory filings, with 111 funds opening new positions, 330 increasing their positions, 337 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more funds holding in top 10

Funds holding in top 10: 711 (+4)

42% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 78

33% more call options, than puts

Call options by funds: $154M | Put options by funds: $116M

20% more capital invested

Capital invested by funds: $21.5B → $25.7B (+$4.23B)

3% more funds holding

Funds holding: 918941 (+23)

1.45% more ownership

Funds ownership: 85.23%86.68% (+1.5%)

2% less repeat investments, than reductions

Existing positions increased: 330 | Existing positions reduced: 337

Holders
941
Holders Change
+23
Holders Change %
+2.51%
% of All Funds
13.51%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.16%
New
111
Increased
330
Reduced
337
Closed
78
Calls
$154M
Puts
$116M
Net Calls
+$38.3M
Net Calls Change
-$23.3M
Name Holding Trade Value Shares
Change
Change in
Stake
PJWM
426
Philip James Wealth Mangement
Georgia
$873K +$813K +4,900 New
SFA
427
Sequoia Financial Advisors
Ohio
$872K +$251K +1,513 +45%
CGH
428
Crossmark Global Holdings
Texas
$872K -$97.5K -588 -11%
MWM
429
Modern Wealth Management
Kansas
$864K +$20.7K +125 +3%
NIM
430
NEOS Investment Management
Connecticut
$862K +$135K +812 +20%
FMII
431
Farmers & Merchants Investments Inc
Nebraska
$849K
SA
432
SpiderRock Advisors
Delaware
$832K -$6.13K -37 -0.8%
BSB
433
Bangor Savings Bank
Maine
$831K -$16.6K -100 -2%
HDIM
434
Hanson & Doremus Investment Management
Vermont
$820K -$105K -635 -12%
Vontobel Holding
435
Vontobel Holding
Switzerland
$815K +$14.4K +87 +2%
FDCDDQ
436
Federation des caisses Desjardins du Quebec
Quebec, Canada
$813K +$37K +223 +5%
RWM
437
RKL Wealth Management
Pennsylvania
$810K +$1.66K +10 +0.2%
PA
438
Procyon Advisors
Connecticut
$809K +$12.3K +74 +2%
MA
439
Mutual Advisors
Nebraska
$806K -$5.31K -32 -0.8%
IF
440
Intrua Financial
Texas
$803K -$61.5K -371 -8%
Squarepoint
441
Squarepoint
New York
$801K -$3.98K -24 -0.5%
BPA
442
Beacon Pointe Advisors
California
$782K -$45.4K -274 -6%
Lido Advisors
443
Lido Advisors
California
$767K +$72.6K +438 +11%
TMAM
444
Tokio Marine Asset Management
Japan
$762K +$46.4K +280 +7%
Baird Financial Group
445
Baird Financial Group
Wisconsin
$760K -$429K -2,585 -38%
CL
446
Choreo LLC
Illinois
$756K +$218K +1,312 +43%
BCM
447
Brookstone Capital Management
Illinois
$755K -$46.6K -281 -6%
PFA
448
Pure Financial Advisors
California
$751K +$1.16K +7 +0.2%
SWP
449
Stratos Wealth Partners
Ohio
$743K +$93.2K +562 +16%
QI
450
Qtron Investments
Massachusetts
$738K

MTB Hedge Fund Activity: Q3 2024 in Review

941 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in M&T Bank (MTB) for Q3 2024, worth a combined $25.7B — up 20% from $21.5B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new MTB positions and 78 closed out — a net gain of 33 holders — while 330 added to existing stakes and 337 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $306M. The largest seller was Wellington Management Group, cutting an estimated $242M.

  • 941 institutional investors held M&T Bank (MTB) as of Q3 2024, up from 918 in Q2 2024.
  • Funds reported $25.7B of M&T Bank stock for Q3 2024, up 20% quarter-over-quarter.
  • 111 funds opened new M&T Bank positions in Q3 2024 and 78 closed out, a net change of +33 holders.
  • The largest M&T Bank buyer in Q3 2024 was Morgan Stanley, an estimated $306M added.
  • The largest M&T Bank seller in Q3 2024 was Wellington Management Group, an estimated $242M sold.

Based on aggregated 13F filings for Q3 2024.