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M&T Bank

893 hedge funds and large institutions have $20.4B invested in M&T Bank in 2024 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 291 increasing their positions, 345 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 84

3% more capital invested

Capital invested by funds: $19.8B → $20.4B (+$605M)

1% more funds holding

Funds holding: 887893 (+6)

2.78% less ownership

Funds ownership: 87.08%84.3% (-2.8%)

16% less repeat investments, than reductions

Existing positions increased: 291 | Existing positions reduced: 345

20% less call options, than puts

Call options by funds: $134M | Put options by funds: $167M

50% less funds holding in top 10

Funds holding in top 10: 84 (-4)

Holders
893
Holders Change
+6
Holders Change %
+0.68%
% of All Funds
12.86%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
99
Increased
291
Reduced
345
Closed
84
Calls
$134M
Puts
$167M
Net Calls
-$32.9M
Net Calls Change
+$6.27M
Name Holding Trade Value Shares
Change
Change in
Stake
QI
451
Qtron Investments
Massachusetts
$603K +$574K +4,146 New
WBC
452
West Branch Capital
Massachusetts
$602K
SBIA
453
Sheaff Brock Investment Advisors
Indiana
$600K
SEC
454
Seven Eight Capital
New York
$598K +$570K +4,114 New
WAM
455
WNY Asset Management
New York
$595K -$98.8K -713 -15%
HTC
456
Haverford Trust Company
Pennsylvania
$595K
SPIS
457
Steward Partners Investment Solutions
Oregon
$590K +$9.01K +65 +2%
SPIA
458
Steward Partners Investment Advisory
New York
$590K +$21.9K +158 +4%
FMN
459
Financial Management Network
California
$586K +$3.74K +27 +0.6%
PFGIA
460
Patriot Financial Group Insurance Agency
Massachusetts
$585K -$20.5K -148 -4%
TMAM
461
Tokio Marine Asset Management
Japan
$582K -$21.6K -156 -4%
PA
462
Parallel Advisors
California
$576K +$14.4K +104 +3%
JFL
463
Jarislowsky, Fraser Ltd
Quebec, Canada
$573K -$551K -3,975 -50%
ECM
464
Estabrook Capital Management
New York
$569K
XF
465
XML Financial
Maryland
$562K
YIH
466
Y-Intercept (HK)
Hong Kong
$553K -$257K -1,854 -33%
AIMCA
467
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$553K
UCFA
468
United Capital Financial Advisors
Texas
$550K -$27.2K -196 -5%
IWA
469
IBEX Wealth Advisors
New Jersey
$549K +$524K +3,779 +94,475%
SCA
470
Snowden Capital Advisors
New York
$549K +$58.9K +425 +13%
EWA
471
Emergent Wealth Advisors
New York
$542K +$2.49K +18 +0.5%
SFP
472
Shepherd Financial Partners
Massachusetts
$538K +$2.77K +20 +0.5%
BAMF
473
BI Asset Management Fondsmaeglerselskab
Denmark
$533K +$72.5K +523 +17%
HCM
474
Hall Capital Management
Rhode Island
$529K
FB
475
Fulton Bank
Pennsylvania
$526K +$11.2K +81 +2%

MTB Hedge Fund Activity: Q1 2024 in Review

893 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in M&T Bank (MTB) for Q1 2024, worth a combined $20.4B — up 3.1% from $19.8B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new MTB positions and 84 closed out — a net gain of 15 holders — while 291 added to existing stakes and 345 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $286M. The largest seller was Morgan Stanley, cutting an estimated $352M.

  • 893 institutional investors held M&T Bank (MTB) as of Q1 2024, up from 887 in Q4 2023.
  • Funds reported $20.4B of M&T Bank stock for Q1 2024, up 3.1% quarter-over-quarter.
  • 99 funds opened new M&T Bank positions in Q1 2024 and 84 closed out, a net change of +15 holders.
  • The largest M&T Bank buyer in Q1 2024 was Fidelity Investments, an estimated $286M added.
  • The largest M&T Bank seller in Q1 2024 was Morgan Stanley, an estimated $352M sold.

Based on aggregated 13F filings for Q1 2024.