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M&T Bank

804 hedge funds and large institutions have $17.6B invested in M&T Bank in 2023 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 274 increasing their positions, 307 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

2% more capital invested

Capital invested by funds: $17.2B → $17.6B (+$401M)

0.06% more ownership

Funds ownership: 83.98%84.04% (+0.06%)

3% less funds holding

Funds holding: 828804 (-24)

11% less repeat investments, than reductions

Existing positions increased: 274 | Existing positions reduced: 307

12% less first-time investments, than exits

New positions opened: 72 | Existing positions closed: 82

71% less call options, than puts

Call options by funds: $185M | Put options by funds: $645M

Holders
804
Holders Change
-24
Holders Change %
-2.9%
% of All Funds
12.76%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
72
Increased
274
Reduced
307
Closed
82
Calls
$185M
Puts
$645M
Net Calls
-$460M
Net Calls Change
+$2.38M
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
451
Coldstream Capital Management
Washington
$483K +$48K +368 +11%
IA
452
IFG Advisory
Georgia
$482K +$497K +3,814 New
FB
453
Fulton Bank
Pennsylvania
$482K -$19.6K -150 -4%
AIMCA
454
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$481K
VI
455
Versor Investments
New York
$481K +$496K +3,800 New
IWA
456
IBEX Wealth Advisors
New Jersey
$478K +$493K +3,783 New
OBWG
457
Onyx Bridge Wealth Group
New York
$477K
ECM
458
Estabrook Capital Management
New York
$475K -$505K -3,869 -51%
VIM
459
Vinva Investment Management
Australia
$474K +$489K +3,746 New
CI Investments Inc
460
CI Investments Inc
Ontario, Canada
$471K +$13.6K +104 +3%
SFP
461
Shepherd Financial Partners
Massachusetts
$463K +$25.3K +194 +6%
ECM
462
Evergreen Capital Management
Washington
$461K +$9.52K +73 +2%
SMC
463
Smith, Moore & Co
Missouri
$461K
HCM
464
Hall Capital Management
Rhode Island
$460K
HPCM
465
Hunter Perkins Capital Management
Illinois
$457K -$91.3K -700 -16%
SG Americas Securities
466
SG Americas Securities
New York
$455K -$7.09M -54,338 -94%
RWA
467
River Wealth Advisors
Pennsylvania
$453K +$35.3K +271 +8%
SPIA
468
Steward Partners Investment Advisory
New York
$449K -$12.4K -95 -3%
Wolverine Trading
469
Wolverine Trading
Illinois
$438K +$452K +3,467 New
VI
470
Vestcor Inc
New Brunswick, Canada
$437K -$90.1K -691 -17%
RWM
471
RKL Wealth Management
Pennsylvania
$435K -$10.8K -83 -2%
BPA
472
Beacon Pointe Advisors
California
$428K +$142K +1,092 +48%
KA
473
Kintegral Advisory
New York
$426K -$261 -2 -0.1%
ACM
474
Argyle Capital Management
Pennsylvania
$423K -$130K -1,000 -23%
SCA
475
Snowden Capital Advisors
New York
$422K -$538K -4,122 -55%

MTB Hedge Fund Activity: Q3 2023 in Review

804 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in M&T Bank (MTB) for Q3 2023, worth a combined $17.6B — up 2.3% from $17.2B a quarter earlier.

Sellers outnumbered buyers: 82 funds closed out of MTB and 72 opened new positions — a net loss of 10 holders — while 307 trimmed existing stakes and 274 added.

The largest buyer was Invesco, adding an estimated $84.9M. The largest seller was Wellington Management Group, cutting an estimated $87.1M.

  • 804 institutional investors held M&T Bank (MTB) as of Q3 2023, down from 828 in Q2 2023.
  • Funds reported $17.6B of M&T Bank stock for Q3 2023, up 2.3% quarter-over-quarter.
  • 72 funds opened new M&T Bank positions in Q3 2023 and 82 closed out, a net change of -10 holders.
  • The largest M&T Bank buyer in Q3 2023 was Invesco, an estimated $84.9M added.
  • The largest M&T Bank seller in Q3 2023 was Wellington Management Group, an estimated $87.1M sold.

Based on aggregated 13F filings for Q3 2023.