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M&T Bank

828 hedge funds and large institutions have $17.2B invested in M&T Bank in 2023 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 278 increasing their positions, 329 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

1.09% more ownership

Funds ownership: 82.89%83.98% (+1.1%)

7% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 81

4% more capital invested

Capital invested by funds: $16.6B → $17.2B (+$612M)

0% more funds holding

Funds holding: 825828 (+3)

16% less repeat investments, than reductions

Existing positions increased: 278 | Existing positions reduced: 329

71% less call options, than puts

Call options by funds: $185M | Put options by funds: $648M

Holders
828
Holders Change
+3
Holders Change %
+0.36%
% of All Funds
13%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
87
Increased
278
Reduced
329
Closed
81
Calls
$185M
Puts
$648M
Net Calls
-$463M
Net Calls Change
-$421M
Name Holding Trade Value Shares
Change
Change in
Stake
TMAM
476
Tokio Marine Asset Management
Japan
$455K +$19.5K +161 +5%
SFG
477
SevenBridge Financial Group
Pennsylvania
$453K -$271K -2,238 -38%
LI
478
LVZ Inc
Michigan
$451K +$91.8K +759 +26%
SPIA
479
Steward Partners Investment Advisory
New York
$451K -$33.9K -280 -7%
SMC
480
Smith, Moore & Co
Missouri
$451K +$48.5K +401 +12%
OP
481
ORG Partners
Indiana
$450K +$428K +3,534 New
HCM
482
Hall Capital Management
Rhode Island
$450K -$2.42K -20 -0.5%
CI Investments Inc
483
CI Investments Inc
Ontario, Canada
$448K +$9.07K +75 +2%
DC
484
Davenport & Co
Virginia
$444K -$136K -1,120 -24%
BOS
485
Bank of Stockton
California
$443K -$66.5K -550 -13%
ECM
486
Evergreen Capital Management
Washington
$442K -$156K -1,291 -27%
WIC
487
Woodmont Investment Counsel
Tennessee
$438K +$2.18K +18 +0.5%
RWM
488
RKL Wealth Management
Pennsylvania
$436K +$19.4K +160 +5%
GWM
489
GSB Wealth Management
Connecticut
$431K -$136K -1,127 -24%
SFP
490
Shepherd Financial Partners
Massachusetts
$429K +$419K +3,467 New
CCM
491
Coldstream Capital Management
Washington
$427K +$43.6K +360 +12%
CT
492
Cambridge Trust
Massachusetts
$426K -$40K -331 -9%
CWM
493
Connecticut Wealth Management
Connecticut
$423K -$51.8K -428 -11%
AIM
494
Aigen Investment Management
New York
$418K +$409K +3,379 New
KA
495
Kintegral Advisory
New York
$417K
CMS
496
Capital Market Strategies
Florida
$416K +$406K +3,359 New
JWCA
497
J.W. Coons Advisors
Ohio
$413K -$313K -2,585 -44%
HVIA
498
Hudson Valley Investment Advisors
New York
$411K +$8.59K +71 +2%
WA
499
WealthTrust Axiom
Pennsylvania
$411K
RWA
500
River Wealth Advisors
Pennsylvania
$410K -$4.84K -40 -1%

MTB Hedge Fund Activity: Q2 2023 in Review

828 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in M&T Bank (MTB) for Q2 2023, worth a combined $17.2B — up 3.7% from $16.6B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new MTB positions and 81 closed out — a net gain of 6 holders — while 278 added to existing stakes and 329 trimmed.

The largest buyer was LSV Asset Management, adding an estimated $77.9M. The largest seller was Ninety One (UK), exiting entirely with an estimated $84M sold.

  • 828 institutional investors held M&T Bank (MTB) as of Q2 2023, up from 825 in Q1 2023.
  • Funds reported $17.2B of M&T Bank stock for Q2 2023, up 3.7% quarter-over-quarter.
  • 87 funds opened new M&T Bank positions in Q2 2023 and 81 closed out, a net change of +6 holders.
  • The largest M&T Bank buyer in Q2 2023 was LSV Asset Management, an estimated $77.9M added.
  • The largest M&T Bank seller in Q2 2023 was Ninety One (UK), an estimated $84M sold.

Based on aggregated 13F filings for Q2 2023.