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M&T Bank

592 hedge funds and large institutions have $11.2B invested in M&T Bank in 2020 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 199 increasing their positions, 215 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more call options, than puts

Call options by funds: $34.5M | Put options by funds: $30.2M

1.59% more ownership

Funds ownership: 81.61%83.2% (+1.6%)

7% less repeat investments, than reductions

Existing positions increased: 199 | Existing positions reduced: 215

12% less funds holding

Funds holding: 673592 (-81)

39% less capital invested

Capital invested by funds: $18.3B → $11.2B (-$7.1B)

55% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 133

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
592
Holders Change
-81
Holders Change %
-12.04%
% of All Funds
13.05%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.04%
New
60
Increased
199
Reduced
215
Closed
133
Calls
$34.5M
Puts
$30.2M
Net Calls
+$4.3M
Net Calls Change
+$10.3M
Name Holding Trade Value Shares
Change
Change in
Stake
NIT
451
NumerixS Investment Technologies
British Columbia, Canada
$134K +$191K +1,300 New
AW
452
Alpha Windward
Massachusetts
$130K +$2.94K +20 +2%
NFG
453
Next Financial Group
Texas
$126K +$3.83K +26 +2%
SPIA
454
Steward Partners Investment Advisory
New York
$109K +$100K +681 +180%
QCG
455
Quadrant Capital Group
Ohio
$103K +$120K +816 +614%
RIM
456
Rampart Investment Management
Connecticut
$99K -$94K -639 -40%
RE
457
RBC Europe
United Kingdom
$98.3K
JWA
458
JFS Wealth Advisors
Pennsylvania
$94K
AA
459
Ancora Advisors
Ohio
$91K
CBT
460
Capital Bank & Trust
California
$91K
FMTCOCP
461
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$87K
LWCFA
462
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$87K
CT
463
Caldwell Trust
Florida
$86.9K +$114K +775 +1,192%
PCM
464
Penserra Capital Management
California
$85K +$35.9K +244 +43%
LSV Asset Management
465
LSV Asset Management
Illinois
$82K +$118K +801 New
PA
466
Parallel Advisors
California
$80K +$27.4K +186 +31%
MIFH
467
Migdal Insurance & Financial Holdings
Israel
$76K +$29.6K +201 +37%
FMT
468
First Mercantile Trust
Tennessee
$74K -$108K -735 -51%
WAM
469
Wolverine Asset Management
Illinois
$71K +$101K +688 New
MCM
470
Manchester Capital Management
Vermont
$70K
KFI
471
Key Financial Inc
Pennsylvania
$70K +$96.1K +653 New
Twin Tree Management
472
Twin Tree Management
Texas
$67K +$95.5K +649 New
FWM
473
Focused Wealth Management
New York
$64K
JG
474
Jefferies Group
New York
$63K -$1.19M -8,093 -93%
GWS
475
Glassman Wealth Services
Virginia
$62K +$736 +5 +0.8%

MTB Hedge Fund Activity: Q1 2020 in Review

592 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in M&T Bank (MTB) for Q1 2020, worth a combined $11.2B — down 39% from $18.3B a quarter earlier.

Sellers outnumbered buyers: 133 funds closed out of MTB and 60 opened new positions — a net loss of 73 holders — while 215 trimmed existing stakes and 199 added.

The largest buyer was Fidelity Investments, adding an estimated $132M. The largest seller was Ameriprise, cutting an estimated $77.3M.

  • 592 institutional investors held M&T Bank (MTB) as of Q1 2020, down from 673 in Q4 2019.
  • Funds reported $11.2B of M&T Bank stock for Q1 2020, down 39% quarter-over-quarter.
  • 60 funds opened new M&T Bank positions in Q1 2020 and 133 closed out, a net change of -73 holders.
  • The largest M&T Bank buyer in Q1 2020 was Fidelity Investments, an estimated $132M added.
  • The largest M&T Bank seller in Q1 2020 was Ameriprise, an estimated $77.3M sold.

Based on aggregated 13F filings for Q1 2020.