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M&T Bank

825 hedge funds and large institutions have $16.6B invested in M&T Bank in 2023 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 277 increasing their positions, 333 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.27% more ownership

Funds ownership: 81.62%82.89% (+1.3%)

8% less funds holding

Funds holding: 896825 (-71)

17% less repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 333

18% less capital invested

Capital invested by funds: $20.2B → $16.6B (-$3.63B)

24% less call options, than puts

Call options by funds: $133M | Put options by funds: $175M

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

39% less first-time investments, than exits

New positions opened: 80 | Existing positions closed: 131

Holders
825
Holders Change
-71
Holders Change %
-7.92%
% of All Funds
13.15%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.08%
New
80
Increased
277
Reduced
333
Closed
131
Calls
$133M
Puts
$175M
Net Calls
-$42.1M
Net Calls Change
-$106M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
476
Connecticut Wealth Management
Connecticut
$460K +$235K +1,617 +73%
FDCC
477
Foster Dykema Cabot & Co
Massachusetts
$457K +$555K +3,824 New
LA
478
LBP AM
France
$456K -$38.5K -265 -7%
AIMCA
479
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$454K +$552K +3,800 New
BOH
480
Bank of Hawaii
Hawaii
$454K -$12.9K -89 -2%
BSW
481
Buckingham Strategic Wealth
Missouri
$453K
PFO
482
Pathstone Family Office
New Jersey
$452K -$3.99M -27,458 -88%
IWA
483
IBEX Wealth Advisors
New Jersey
$452K
CT
484
Cambridge Trust
Massachusetts
$451K +$160K +1,105 +41%
IAIM
485
Industrial Alliance Investment Management
Quebec, Canada
$443K -$2.95M -20,356 -85%
Carson Wealth (CWM LLC)
486
Carson Wealth (CWM LLC)
Nebraska
$439K -$6.53K -45 -1%
HCM
487
Hall Capital Management
Rhode Island
$437K -$3.63K -25 -0.7%
BMSSC
488
B. Metzler seel. Sohn & Co
Germany
$431K +$63.9K +440 +14%
DZ Bank
489
DZ Bank
Germany
$430K +$522K +3,598 New
PA
490
Profund Advisors
Maryland
$427K +$38.9K +268 +8%
CI Investments Inc
491
CI Investments Inc
Ontario, Canada
$424K -$17.3K -119 -3%
WIC
492
Woodmont Investment Counsel
Tennessee
$421K -$7.26K -50 -1%
TMAM
493
Tokio Marine Asset Management
Japan
$421K +$60.1K +414 +13%
FIM
494
Freedom Investment Management
Connecticut
$410K -$529K -3,643 -51%
MPM
495
MBB Public Markets
Illinois
$408K +$495K +3,411 New
KA
496
Kintegral Advisory
New York
$403K -$26.3K -181 -5%
IA
497
IFP Advisors
Florida
$402K -$1.04M -7,158 -76%
RWM
498
RKL Wealth Management
Pennsylvania
$402K -$145 -1 -0%
RWA
499
River Wealth Advisors
Pennsylvania
$401K -$22.8K -157 -4%
DAS
500
Dynamic Advisor Solutions
Arizona
$399K +$485K +3,340 New

MTB Hedge Fund Activity: Q1 2023 in Review

825 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in M&T Bank (MTB) for Q1 2023, worth a combined $16.6B — down 18% from $20.2B a quarter earlier.

Sellers outnumbered buyers: 131 funds closed out of MTB and 80 opened new positions — a net loss of 51 holders — while 333 trimmed existing stakes and 277 added.

The largest buyer was Wellington Management Group, adding an estimated $573M. The largest seller was Wells Fargo, cutting an estimated $313M.

  • 825 institutional investors held M&T Bank (MTB) as of Q1 2023, down from 896 in Q4 2022.
  • Funds reported $16.6B of M&T Bank stock for Q1 2023, down 18% quarter-over-quarter.
  • 80 funds opened new M&T Bank positions in Q1 2023 and 131 closed out, a net change of -51 holders.
  • The largest M&T Bank buyer in Q1 2023 was Wellington Management Group, an estimated $573M added.
  • The largest M&T Bank seller in Q1 2023 was Wells Fargo, an estimated $313M sold.

Based on aggregated 13F filings for Q1 2023.