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M&T Bank

825 hedge funds and large institutions have $16.6B invested in M&T Bank in 2023 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 277 increasing their positions, 333 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.27% more ownership

Funds ownership: 81.62%82.89% (+1.3%)

8% less funds holding

Funds holding: 896825 (-71)

17% less repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 333

18% less capital invested

Capital invested by funds: $20.2B → $16.6B (-$3.63B)

24% less call options, than puts

Call options by funds: $133M | Put options by funds: $175M

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

39% less first-time investments, than exits

New positions opened: 80 | Existing positions closed: 131

Holders
825
Holders Change
-71
Holders Change %
-7.92%
% of All Funds
13.15%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.08%
New
80
Increased
277
Reduced
333
Closed
131
Calls
$133M
Puts
$175M
Net Calls
-$42.1M
Net Calls Change
-$106M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
451
Brookstone Capital Management
Illinois
$523K +$53.9K +371 +10%
MPWT
452
MassMutual Private Wealth & Trust
Connecticut
$522K +$11.9K +82 +2%
PWPS
453
Pinnacle Wealth Planning Services
Ohio
$520K +$631K +4,347 New
ACM
454
Argyle Capital Management
Pennsylvania
$519K
WBC
455
West Branch Capital
Massachusetts
$519K
LNC
456
Lincoln National Corp
Pennsylvania
$517K +$144K +990 +30%
PPC
457
Park Place Capital
Alabama
$506K -$32.2K -222 -5%
WAM
458
WNY Asset Management
New York
$500K +$13.9K +96 +2%
SBIA
459
Sheaff Brock Investment Advisors
Indiana
$500K -$23.4K -161 -4%
EF
460
Empirical Finance
Pennsylvania
$499K +$39.3K +271 +7%
SWAG
461
Spectrum Wealth Advisory Group
California
$499K +$605K +4,170 New
CG
462
Caprock Group
Idaho
$499K +$270K +1,861 +81%
VI
463
Vestcor Inc
New Brunswick, Canada
$496K -$3.05K -21 -0.5%
HTC
464
Haverford Trust Company
Pennsylvania
$494K -$60.4K -416 -9%
BOS
465
Bank of Stockton
California
$494K -$150K -1,034 -20%
VAG
466
VisionPoint Advisory Group
Texas
$480K -$13.6K -94 -2%
OAM
467
Ostrum Asset Management
France
$478K +$580K +3,995 New
KeyBank National Association
468
KeyBank National Association
Ohio
$478K -$16.8K -116 -3%
FB
469
Fulton Bank
Pennsylvania
$476K +$255K +1,759 +79%
PSC
470
Portman Square Capital
United Kingdom
$470K
SPIA
471
Steward Partners Investment Advisory
New York
$469K -$28.6K -197 -5%
LIG
472
Lokken Investment Group
Delaware
$468K -$9.14K -63 -2%
RB
473
Renasant Bank
Mississippi
$466K -$31.2K -215 -5%
IA
474
IFG Advisory
Georgia
$464K
DWM
475
Dopkins Wealth Management
New York
$461K +$560K +3,856 New

MTB Hedge Fund Activity: Q1 2023 in Review

825 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in M&T Bank (MTB) for Q1 2023, worth a combined $16.6B — down 18% from $20.2B a quarter earlier.

Sellers outnumbered buyers: 131 funds closed out of MTB and 80 opened new positions — a net loss of 51 holders — while 333 trimmed existing stakes and 277 added.

The largest buyer was Wellington Management Group, adding an estimated $573M. The largest seller was Wells Fargo, cutting an estimated $313M.

  • 825 institutional investors held M&T Bank (MTB) as of Q1 2023, down from 896 in Q4 2022.
  • Funds reported $16.6B of M&T Bank stock for Q1 2023, down 18% quarter-over-quarter.
  • 80 funds opened new M&T Bank positions in Q1 2023 and 131 closed out, a net change of -51 holders.
  • The largest M&T Bank buyer in Q1 2023 was Wellington Management Group, an estimated $573M added.
  • The largest M&T Bank seller in Q1 2023 was Wells Fargo, an estimated $313M sold.

Based on aggregated 13F filings for Q1 2023.