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M&T Bank

887 hedge funds and large institutions have $19.8B invested in M&T Bank in 2023 Q4 according to their latest regulatory filings, with 156 funds opening new positions, 270 increasing their positions, 328 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more first-time investments, than exits

New positions opened: 156 | Existing positions closed: 63

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

12% more capital invested

Capital invested by funds: $17.6B → $19.8B (+$2.18B)

10% more funds holding

Funds holding: 804887 (+83)

3.04% more ownership

Funds ownership: 84.04%87.08% (+3%)

18% less repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 328

24% less call options, than puts

Call options by funds: $122M | Put options by funds: $161M

Holders
887
Holders Change
+83
Holders Change %
+10.32%
% of All Funds
12.93%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
156
Increased
270
Reduced
328
Closed
63
Calls
$122M
Puts
$161M
Net Calls
-$39.2M
Net Calls Change
+$421M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
451
Brookstone Capital Management
Illinois
$637K +$3.02K +24 +0.5%
PA
452
Procyon Advisors
Connecticut
$635K -$79.7K -634 -12%
MPWT
453
MassMutual Private Wealth & Trust
Connecticut
$634K -$20.6K -164 -3%
VCS
454
Vaughan & Co Securities
New Jersey
$629K +$198K +1,579 +53%
DDC
455
DF Dent & Co
Maryland
$624K -$126 -1 -0%
RWM
456
RKL Wealth Management
Pennsylvania
$620K +$136K +1,081 +31%
VF
457
Virtu Financial
New York
$618K +$567K +4,510 New
Voloridge Investment Management
458
Voloridge Investment Management
Florida
$610K +$559K +4,453 New
TFS
459
Thoroughbred Financial Services
Tennessee
$609K +$1.38K +11 +0.2%
Wolverine Trading
460
Wolverine Trading
Illinois
$598K +$112K +892 +26%
IA
461
IFG Advisory
Georgia
$592K +$63.5K +505 +13%
GT
462
Glenview Trust
Kentucky
$591K -$178K -1,415 -25%
AAS
463
Avantax Advisory Services
Texas
$590K +$16K +127 +3%
FI
464
FJ Investments
Utah
$589K +$540K +4,300 New
FMN
465
Financial Management Network
California
$583K +$530K +4,215 New
PFA
466
Pure Financial Advisors
California
$581K +$533K +4,242 New
IPW
467
Impact Partnership Wealth
Georgia
$580K +$162K +1,286 +44%
HF
468
HRT Financial
New York
$579K +$531K +4,230 New
MIC
469
Means Investment Company
Maine
$574K +$136K +1,081 +35%
PFGIA
470
Patriot Financial Group Insurance Agency
Massachusetts
$572K -$19.7K -157 -4%
TMAM
471
Tokio Marine Asset Management
Japan
$570K +$21.4K +170 +4%
WANY
472
Wealthspire Advisors (New York)
New York
$569K +$4.02K +32 +0.8%
WBC
473
West Branch Capital
Massachusetts
$567K -$25.1K -200 -5%
SBIA
474
Sheaff Brock Investment Advisors
Indiana
$565K
EWS
475
Evergreen Wealth Solutions
Pennsylvania
$565K -$281K -2,240 -35%

MTB Hedge Fund Activity: Q4 2023 in Review

887 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in M&T Bank (MTB) for Q4 2023, worth a combined $19.8B — up 12% from $17.6B a quarter earlier.

Buyers outnumbered sellers: 156 funds opened new MTB positions and 63 closed out — a net gain of 93 holders — while 270 added to existing stakes and 328 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $423M. The largest seller was Fidelity Investments, cutting an estimated $109M.

  • 887 institutional investors held M&T Bank (MTB) as of Q4 2023, up from 804 in Q3 2023.
  • Funds reported $19.8B of M&T Bank stock for Q4 2023, up 12% quarter-over-quarter.
  • 156 funds opened new M&T Bank positions in Q4 2023 and 63 closed out, a net change of +93 holders.
  • The largest M&T Bank buyer in Q4 2023 was Morgan Stanley, an estimated $423M added.
  • The largest M&T Bank seller in Q4 2023 was Fidelity Investments, an estimated $109M sold.

Based on aggregated 13F filings for Q4 2023.