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M&T Bank

704 hedge funds and large institutions have $17.2B invested in M&T Bank in 2021 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 231 increasing their positions, 218 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 60

57% more funds holding in top 10

Funds holding in top 10: 711 (+4)

9% more funds holding

Funds holding: 645704 (+59)

1.66% more ownership

Funds ownership: 86.2%87.85% (+1.7%)

6% more repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 218

4% more capital invested

Capital invested by funds: $16.5B → $17.2B (+$636M)

3% more call options, than puts

Call options by funds: $82.1M | Put options by funds: $79.9M

Holders
704
Holders Change
+59
Holders Change %
+9.15%
% of All Funds
10.83%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.17%
New
128
Increased
231
Reduced
218
Closed
60
Calls
$82.1M
Puts
$79.9M
Net Calls
+$2.25M
Net Calls Change
-$4.49M
Name Holding Trade Value Shares
Change
Change in
Stake
SP
451
Symmetry Partners
Connecticut
$380K -$39.5K -257 -9%
II
452
Inspire Investing
Idaho
$380K -$1.69K -11 -0.4%
KWMG
453
King Wealth Management Group
Florida
$380K
CCM
454
Compton Capital Management
Rhode Island
$376K -$46.1K -300 -11%
SMC
455
Smith, Moore & Co
Missouri
$376K +$38.4K +250 +11%
IWA
456
IBEX Wealth Advisors
New Jersey
$373K +$67.7K +441 +22%
PCM
457
Prelude Capital Management
New York
$372K +$372K +2,424 New
PDN
458
Pensionfund DSM Netherlands
Netherlands
$369K
LA
459
Latitude Advisors
Florida
$365K
RCA
460
Resonant Capital Advisors
Wisconsin
$364K +$46.5K +303 +15%
BSW
461
Buckingham Strategic Wealth
Missouri
$361K +$1.84K +12 +0.5%
WTC
462
WhitTier Trust Company
Nevada
$358K +$14.4K +94 +4%
APP
463
Alpha Paradigm Partners
Illinois
$357K
FCBT
464
First Citizens Bank & Trust
North Carolina
$355K -$4.45K -29 -1%
Nomura Holdings
465
Nomura Holdings
Japan
$354K -$317K -2,066 -47%
HC
466
Hamilton Capital
Ohio
$354K +$353K +2,302 New
SRC
467
Shufro Rose & Co
New York
$347K -$30.7K -200 -8%
CWA
468
Clearview Wealth Advisors
Oregon
$344K +$19.8K +129 +6%
EF
469
Empirical Finance
Pennsylvania
$344K +$89.5K +583 +35%
RWM
470
RKL Wealth Management
Pennsylvania
$338K
GCM
471
G2 Capital Management
Ohio
$338K +$338K +2,200 New
IRF
472
IBM Retirement Fund
New York
$328K -$231K -1,502 -41%
IA
473
IndexIQ Advisors
New York
$326K -$15K -98 -4%
CCM
474
Coldstream Capital Management
Washington
$323K +$323K +2,106 New
Capstone Investment Advisors
475
Capstone Investment Advisors
New York
$322K -$275K -1,790 -46%

MTB Hedge Fund Activity: Q4 2021 in Review

704 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in M&T Bank (MTB) for Q4 2021, worth a combined $17.2B — up 3.8% from $16.5B a quarter earlier.

Buyers outnumbered sellers: 128 funds opened new MTB positions and 60 closed out — a net gain of 68 holders — while 231 added to existing stakes and 218 trimmed.

The largest buyer was Barrow, Hanley, Mewhinney & Strauss, opening a new position worth an estimated $118M. The largest seller was Invesco, cutting an estimated $130M.

  • 704 institutional investors held M&T Bank (MTB) as of Q4 2021, up from 645 in Q3 2021.
  • Funds reported $17.2B of M&T Bank stock for Q4 2021, up 3.8% quarter-over-quarter.
  • 128 funds opened new M&T Bank positions in Q4 2021 and 60 closed out, a net change of +68 holders.
  • The largest M&T Bank buyer in Q4 2021 was Barrow, Hanley, Mewhinney & Strauss, an estimated $118M added.
  • The largest M&T Bank seller in Q4 2021 was Invesco, an estimated $130M sold.

Based on aggregated 13F filings for Q4 2021.