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M&T Bank

525 hedge funds and large institutions have $14.1B invested in M&T Bank in 2016 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 197 increasing their positions, 168 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more call options, than puts

Call options by funds: $43.7M | Put options by funds: $28.3M

18% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 38

17% more repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 168

0% more funds holding

Funds holding: 523525 (+2)

0.58% less ownership

Funds ownership: 78.21%77.63% (-0.58%)

4% less capital invested

Capital invested by funds: $14.7B → $14.1B (-$641M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
525
Holders Change
+2
Holders Change %
+0.38%
% of All Funds
14.01%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.08%
New
45
Increased
197
Reduced
168
Closed
38
Calls
$43.7M
Puts
$28.3M
Net Calls
+$15.4M
Net Calls Change
+$4.88M
Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
476
Mark Sheptoff Financial Planning
Connecticut
$31K
WAM
477
Wealthspire Advisors (Maryland)
Maryland
$31K
JFGIW
478
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$28K -$8.37K -72 -23%
BWA
479
Burt Wealth Advisors
Maryland
$28K
S
480
SignatureFD
Georgia
$28K
JFA
481
JNBA Financial Advisors
Minnesota
$28K +$27.8K +239 New
FNBT
482
FineMark National Bank & Trust
Florida
$27K
BC
483
Bartlett & Co
Ohio
$26K
CAW
484
Cornerstone Advisors (Washington)
Washington
$25K +$20.1K +173 +393%
NSIM
485
North Star Investment Management
Illinois
$23K
JGIA
486
Jackson Grant Investment Advisers
Connecticut
$23K +$23.1K +199 New
MUS
487
Mitsubishi UFJ Securities
Japan
$21K +$18.6K +160 +800%
EWM
488
Edge Wealth Management
New York
$18K
Fifth Third Bancorp
489
Fifth Third Bancorp
Ohio
$17K -$3.14K -27 -16%
BKA
490
Brick & Kyle Associates
Pennsylvania
$17K
EWM
491
Endurance Wealth Management
Rhode Island
$16K
PCM
492
Penserra Capital Management
California
$16K +$6.51K +56 +67%
GAM
493
Gemmer Asset Management
California
$15K
EFSCE
494
Enterprise Financial Services Corp (EFSC)
Missouri
$12K
DADC
495
D.A. Davidson & Co
Montana
$12K +$7.55K +65 +138%
DOA
496
D'Orazio & Associates
Virginia
$11K
TWA
497
TCI Wealth Advisors
Arizona
$11K
VOYA Investment Management
498
VOYA Investment Management
Georgia
$10.5K +$156K +1,343 +2%
SNT
499
Security National Trust
West Virginia
$7K
FPFS
500
First Personal Financial Services
North Carolina
$6K -$2.44K -21 -30%

MTB Hedge Fund Activity: Q3 2016 in Review

525 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in M&T Bank (MTB) for Q3 2016, worth a combined $14.1B — down 4.4% from $14.7B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new MTB positions and 38 closed out — a net gain of 7 holders — while 197 added to existing stakes and 168 trimmed.

The largest buyer was Vontobel Asset Management, adding an estimated $136M. The largest seller was Fidelity Investments, cutting an estimated $337M.

  • 525 institutional investors held M&T Bank (MTB) as of Q3 2016, up from 523 in Q2 2016.
  • Funds reported $14.1B of M&T Bank stock for Q3 2016, down 4.4% quarter-over-quarter.
  • 45 funds opened new M&T Bank positions in Q3 2016 and 38 closed out, a net change of +7 holders.
  • The largest M&T Bank buyer in Q3 2016 was Vontobel Asset Management, an estimated $136M added.
  • The largest M&T Bank seller in Q3 2016 was Fidelity Investments, an estimated $337M sold.

Based on aggregated 13F filings for Q3 2016.