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M&T Bank

592 hedge funds and large institutions have $11.2B invested in M&T Bank in 2020 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 199 increasing their positions, 215 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more call options, than puts

Call options by funds: $34.5M | Put options by funds: $30.2M

1.59% more ownership

Funds ownership: 81.61%83.2% (+1.6%)

7% less repeat investments, than reductions

Existing positions increased: 199 | Existing positions reduced: 215

12% less funds holding

Funds holding: 673592 (-81)

39% less capital invested

Capital invested by funds: $18.3B → $11.2B (-$7.1B)

55% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 133

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
592
Holders Change
-81
Holders Change %
-12.04%
% of All Funds
13.05%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.04%
New
60
Increased
199
Reduced
215
Closed
133
Calls
$34.5M
Puts
$30.2M
Net Calls
+$4.3M
Net Calls Change
+$10.3M
Name Holding Trade Value Shares
Change
Change in
Stake
AIS
476
Accurate Investment Solutions
Pennsylvania
$53K
EIP
477
Ellis Investment Partners
Pennsylvania
$53K +$5.59K +38 +7%
MMG
478
Monetary Management Group
Missouri
$52K
S
479
SignatureFD
Georgia
$50K +$23.7K +161 +50%
AP
480
Arlington Partners
Alabama
$48K +$68K +462 New
IUHSA
481
Itau Unibanco Holding S.A.
Brazil
$47K +$67.1K +456 New
CIA
482
CSat Investment Advisory
Michigan
$45K +$6.62K +45 +12%
VCM
483
Versant Capital Management
Arizona
$44K
BWA
484
BDO Wealth Advisors
Florida
$43K +$61.1K +415 New
DAM
485
Delta Asset Management
Tennessee
$41K -$15.3K -104 -21%
CA
486
Clearstead Advisors
Ohio
$41K +$58.8K +400 New
Rockefeller Capital Management
487
Rockefeller Capital Management
New York
$34K +$15.2K +103 +46%
PMFA
488
Plante Moran Financial Advisors
Michigan
$32K
O
489
Ossiam
France
$31K -$58.7K -399 -57%
FWC
490
First Washington Corp
Washington
$31K
HPC
491
HM Payson & Co
Maine
$31K
TSW
492
Thompson Siegel & Walmsley
Virginia
$30K -$6.92K -47 -14%
TF
493
Tompkins Financial
New York
$30K -$4.41K -30 -9%
OPS
494
Orion Portfolio Solutions
Nebraska
$30K +$25.5K +173 +147%
BCA
495
Berman Capital Advisors
Georgia
$28K -$9.71K -66 -19%
PRC
496
Pearl River Capital
Michigan
$27K -$501K -3,403 -93%
Walleye Trading
497
Walleye Trading
New York
$27K -$46.6K -317 -55%
SSB
498
Sandy Spring Bank
Maryland
$27K +$2.5K +17 +7%
TIM
499
Tortoise Investment Management
New York
$26K -$73.6K -500 -67%
SFS
500
Sowell Financial Services
Arkansas
$26K -$16.8K -114 -31%

MTB Hedge Fund Activity: Q1 2020 in Review

592 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in M&T Bank (MTB) for Q1 2020, worth a combined $11.2B — down 39% from $18.3B a quarter earlier.

Sellers outnumbered buyers: 133 funds closed out of MTB and 60 opened new positions — a net loss of 73 holders — while 215 trimmed existing stakes and 199 added.

The largest buyer was Fidelity Investments, adding an estimated $132M. The largest seller was Ameriprise, cutting an estimated $77.3M.

  • 592 institutional investors held M&T Bank (MTB) as of Q1 2020, down from 673 in Q4 2019.
  • Funds reported $11.2B of M&T Bank stock for Q1 2020, down 39% quarter-over-quarter.
  • 60 funds opened new M&T Bank positions in Q1 2020 and 133 closed out, a net change of -73 holders.
  • The largest M&T Bank buyer in Q1 2020 was Fidelity Investments, an estimated $132M added.
  • The largest M&T Bank seller in Q1 2020 was Ameriprise, an estimated $77.3M sold.

Based on aggregated 13F filings for Q1 2020.