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M&T Bank

477 hedge funds and large institutions have $12.5B invested in M&T Bank in 2013 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 193 increasing their positions, 155 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 30

64% more call options, than puts

Call options by funds: $53.3M | Put options by funds: $32.5M

25% more repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 155

5% more funds holding

Funds holding: 456477 (+21)

3.1% more ownership

Funds ownership: 83.06%86.16% (+3.1%)

5% more capital invested

Capital invested by funds: $11.9B → $12.5B (+$558M)

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
477
Holders Change
+21
Holders Change %
+4.61%
% of All Funds
15.46%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.1%
New
56
Increased
193
Reduced
155
Closed
30
Calls
$53.3M
Puts
$32.5M
Net Calls
+$20.9M
Net Calls Change
+$6M
Name Holding Trade Value Shares
Change
Change in
Stake
JEW
451
Jamison Eaton & Wood
New Jersey
$45K +$46.3K +400 New
ST
452
Smithfield Trust
Pennsylvania
$43K +$10.9K +94 +32%
Northwestern Mutual Wealth Management
453
Northwestern Mutual Wealth Management
Wisconsin
$41K +$116 +1 +0.3%
DSC
454
Duncker Streett & Co
Missouri
$37K
RIA
455
Regal Investment Advisors
Michigan
$37K +$116 +1 +0.3%
FANJ
456
Financial Architects (New Jersey)
New Jersey
$36K +$3.01K +26 +9%
PMFA
457
Plante Moran Financial Advisors
Michigan
$35K
FWC
458
First Washington Corp
Washington
$34K -$34.7K -300 -50%
BPBT
459
Boston Private Bank & Trust
Massachusetts
$27K
1IC
460
1919 Investment Counsel
Maryland
$25K
BC
461
Bartlett & Co
Ohio
$25K
MAM
462
Mizuho Asset Management
Japan
$24K -$1.91M -16,540 -99%
FAM
463
Formidable Asset Management
Ohio
$22K +$23.1K +200 New
S
464
SignatureFD
Georgia
$22K +$23.1K +200 New
Lazard Asset Management
465
Lazard Asset Management
New York
$21K +$22K +190 New
WA
466
WealthTrust-Arizona
Arizona
$17K +$17.1K +148 New
Schroder Investment Management Group
467
Schroder Investment Management Group
United Kingdom
$16K
SSB
468
Sandy Spring Bank
Maryland
$15K +$15.9K +137 New
EFSCE
469
Enterprise Financial Services Corp (EFSC)
Missouri
$12K
ZTNA
470
Zions Trust National Association
Utah
$12K +$12.7K +110 New
HFM
471
Hartford Financial Management
Connecticut
$11K
TWA
472
TCI Wealth Advisors
Arizona
$9K +$8.1K +70 +538%
PAS
473
Partnervest Advisory Services
California
$7K -$18.4K -159 -72%
SNT
474
Security National Trust
West Virginia
$6K
OFG
475
OTA Financial Group
New York
$1.16K +$1.2M +10,334 New

MTB Hedge Fund Activity: Q3 2013 in Review

477 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in M&T Bank (MTB) for Q3 2013, worth a combined $12.5B — up 4.7% from $11.9B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new MTB positions and 30 closed out — a net gain of 26 holders — while 193 added to existing stakes and 155 trimmed.

The largest buyer was Baillie Gifford & Co, adding an estimated $207M. The largest seller was Fidelity Investments, cutting an estimated $122M.

  • 477 institutional investors held M&T Bank (MTB) as of Q3 2013, up from 456 in Q2 2013.
  • Funds reported $12.5B of M&T Bank stock for Q3 2013, up 4.7% quarter-over-quarter.
  • 56 funds opened new M&T Bank positions in Q3 2013 and 30 closed out, a net change of +26 holders.
  • The largest M&T Bank buyer in Q3 2013 was Baillie Gifford & Co, an estimated $207M added.
  • The largest M&T Bank seller in Q3 2013 was Fidelity Investments, an estimated $122M sold.

Based on aggregated 13F filings for Q3 2013.