We are live on ! Find out more
MTB icon

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
Barclays
26
Barclays
United Kingdom
$95.1M -$39.5M -314,020 -31%
UBS AM
27
UBS AM
Illinois
$93.3M +$1.15M +9,171 +1%
Marshall Wace
28
Marshall Wace
United Kingdom
$87.7M -$9.49M -75,525 -11%
MMH
29
Menora Mivtachim Holdings
Israel
$76.6M +$70.2M +558,626 New
CIC
30
Crawford Investment Counsel
Georgia
$75.7M -$3.64K -29 -0%
Manulife (Manufacturers Life Insurance)
31
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$74.9M +$5.22M +41,523 +8%
Wells Fargo
32
Wells Fargo
California
$73.2M -$3.78M -30,057 -5%
Thrivent Financial for Lutherans
33
Thrivent Financial for Lutherans
Minnesota
$72.1M -$7.54M -59,978 -10%
First Trust Advisors
34
First Trust Advisors
Illinois
$68.2M -$2.76M -21,994 -4%
Artisan Partners
35
Artisan Partners
Wisconsin
$66.2M -$3.64M -28,935 -6%
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$65.3M +$2.73M +21,763 +5%
Sumitomo Mitsui Trust Group
37
Sumitomo Mitsui Trust Group
Japan
$63.3M -$4.06M -32,284 -7%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$59.9M +$10.1M +80,633 +23%
SM
39
Senvest Management
New York
$59.8M +$1.2M +9,513 +2%
SCM
40
Smead Capital Management
Arizona
$59.4M +$54.5M +433,456 New
ACA
41
Anchor Capital Advisors
Massachusetts
$57.4M +$2.4M +19,100 +5%
CB
42
Cooke & Bieler
Pennsylvania
$57.1M -$1.81M -14,400 -3%
HSBC Holdings
43
HSBC Holdings
United Kingdom
$49.5M +$8.05M +64,076 +22%
Deutsche Bank
44
Deutsche Bank
Germany
$48M +$4.68M +37,231 +12%
DAM
45
Davis Asset Management
California
$47.3M +$11.9M +95,000 +38%
ClearBridge Investments
46
ClearBridge Investments
New York
$47.3M +$318K +2,529 +0.7%
GC
47
Giverny Capital
Quebec, Canada
$47M +$118K +937 +0.3%
RCM
48
RNC Capital Management
California
$46.8M +$1.29M +10,263 +3%
A
49
AustralianSuper
Australia
$46.7M +$7.3M +58,130 +21%
AWM
50
Absher Wealth Management
North Carolina
$45.9M -$2.11M -16,811 -5%

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.