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M&T Bank

620 hedge funds and large institutions have $13.6B invested in M&T Bank in 2020 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 191 increasing their positions, 228 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 61

60% more call options, than puts

Call options by funds: $74M | Put options by funds: $46.3M

38% more capital invested

Capital invested by funds: $9.9B → $13.6B (+$3.72B)

7% more funds holding

Funds holding: 577620 (+43)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.68% less ownership

Funds ownership: 84.04%83.35% (-0.68%)

16% less repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 228

Holders
620
Holders Change
+43
Holders Change %
+7.45%
% of All Funds
10.97%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
108
Increased
191
Reduced
228
Closed
61
Calls
$74M
Puts
$46.3M
Net Calls
+$27.7M
Net Calls Change
+$22.8M
Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
476
J.W. Coons Advisors
Ohio
$218K -$57.1K -501 -23%
SPIA
477
Steward Partners Investment Advisory
New York
$218K -$342 -3 -0.2%
LJAC
478
L.J. Altfest & Co
New York
$216K +$194K +1,700 New
NA
479
NewEdge Advisors
Louisiana
$215K +$193K +1,692 New
LNC
480
Lincoln National Corp
Pennsylvania
$214K +$191K +1,678 New
WC
481
Whitney & Co
New York
$213K +$177K +1,550 New
CIC
482
Cornercap Investment Counsel
Georgia
$212K +$142K +1,249 New
RCA
483
Rowland Carmichael Advisors
Arizona
$210K +$187K +1,646 New
VIA
484
Vident Investment Advisory
Georgia
$206K +$184K +1,613 New
RCA
485
Resonant Capital Advisors
Wisconsin
$202K +$181K +1,587 New
SFS
486
Sowell Financial Services
Arkansas
$187K +$84.7K +744 +103%
RPWA
487
Regent Peak Wealth Advisors
Georgia
$174K +$155K +1,364 New
NFG
488
Next Financial Group
Texas
$168K -$114 -1 -0.1%
LS
489
Livforsakringsbolaget Skandia
Sweden
$167K
SBSB
490
Sullivan, Bruyette, Speros & Blaney
Virginia
$161K +$144K +1,262 New
Carson Wealth (CWM LLC)
491
Carson Wealth (CWM LLC)
Nebraska
$145K
ECM
492
Estabrook Capital Management
New York
$137K -$25.6K -225 -17%
JWA
493
JFS Wealth Advisors
Pennsylvania
$134K +$114 +1 +0.1%
M
494
Mirova
France
$129K +$116K +1,015 New
RE
495
RBC Europe
United Kingdom
$121K
ETC
496
Exchange Traded Concepts
Oklahoma
$111K +$99.5K +874 New
FMTCOCP
497
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$107K
LWCFA
498
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$107K
RAM
499
Riggs Asset Management
Pennsylvania
$107K +$96.1K +844 New
CT
500
Caldwell Trust
Florida
$107K

MTB Hedge Fund Activity: Q4 2020 in Review

620 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in M&T Bank (MTB) for Q4 2020, worth a combined $13.6B — up 38% from $9.9B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new MTB positions and 61 closed out — a net gain of 47 holders — while 191 added to existing stakes and 228 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $440M. The largest seller was Berkshire Hathaway, exiting entirely with an estimated $269M sold.

  • 620 institutional investors held M&T Bank (MTB) as of Q4 2020, up from 577 in Q3 2020.
  • Funds reported $13.6B of M&T Bank stock for Q4 2020, up 38% quarter-over-quarter.
  • 108 funds opened new M&T Bank positions in Q4 2020 and 61 closed out, a net change of +47 holders.
  • The largest M&T Bank buyer in Q4 2020 was Fidelity Investments, an estimated $440M added.
  • The largest M&T Bank seller in Q4 2020 was Berkshire Hathaway, an estimated $269M sold.

Based on aggregated 13F filings for Q4 2020.