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M&T Bank

887 hedge funds and large institutions have $19.8B invested in M&T Bank in 2023 Q4 according to their latest regulatory filings, with 156 funds opening new positions, 270 increasing their positions, 328 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more first-time investments, than exits

New positions opened: 156 | Existing positions closed: 63

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

12% more capital invested

Capital invested by funds: $17.6B → $19.8B (+$2.18B)

10% more funds holding

Funds holding: 804887 (+83)

3.04% more ownership

Funds ownership: 84.04%87.08% (+3%)

18% less repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 328

24% less call options, than puts

Call options by funds: $122M | Put options by funds: $161M

Holders
887
Holders Change
+83
Holders Change %
+10.32%
% of All Funds
12.93%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
156
Increased
270
Reduced
328
Closed
63
Calls
$122M
Puts
$161M
Net Calls
-$39.2M
Net Calls Change
+$421M
Name Holding Trade Value Shares
Change
Change in
Stake
HTC
476
Haverford Trust Company
Pennsylvania
$561K
EIP
477
Epoch Investment Partners
New York
$558K -$150K -1,196 -23%
BMM
478
Buffington Mohr McNeal
Idaho
$555K
PA
479
Profund Advisors
Maryland
$552K +$131K +1,044 +35%
WP
480
Waycross Partners
Kentucky
$548K -$69.1K -550 -12%
EC
481
Elequin Capital
New York
$547K +$502K +3,993 New
SPIS
482
Steward Partners Investment Solutions
Oregon
$547K +$502K +3,992 New
AFM
483
Armstrong Fleming & Moore
District of Columbia
$546K
BWIA
484
Bryant Woods Investment Advisors
New York
$546K -$250K -1,993 -33%
UCFA
485
United Capital Financial Advisors
Texas
$545K -$909K -7,231 -65%
CCIA
486
Campbell & Co Investment Adviser
Maryland
$541K +$496K +3,945 New
Envestnet Portfolio Solutions
487
Envestnet Portfolio Solutions
Illinois
$539K -$117K -928 -19%
Lido Advisors
488
Lido Advisors
California
$537K +$225K +1,794 +84%
ECM
489
Estabrook Capital Management
New York
$536K +$18.8K +150 +4%
SPIA
490
Steward Partners Investment Advisory
New York
$534K +$43.5K +346 +10%
HWAM
491
Hennion & Walsh Asset Management
New Jersey
$534K -$536K -4,266 -52%
IMCOOI
492
Investment Management Corp of Ontario (IMCO)
Canada
$531K +$487K +3,876 New
XF
493
XML Financial
Maryland
$530K +$80.8K +643 +20%
PA
494
Parallel Advisors
California
$529K -$36.6K -291 -7%
WT
495
Whittier Trust
California
$521K -$356K -2,831 -43%
AIMCA
496
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$521K
RJT
497
Raymond James Trust
Florida
$521K -$65.1K -518 -12%
OBWG
498
Onyx Bridge Wealth Group
New York
$517K
TW
499
TritonPoint Wealth
Maryland
$513K +$471K +3,746 New
EWA
500
Emergent Wealth Advisors
New York
$508K +$466K +3,707 New

MTB Hedge Fund Activity: Q4 2023 in Review

887 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in M&T Bank (MTB) for Q4 2023, worth a combined $19.8B — up 12% from $17.6B a quarter earlier.

Buyers outnumbered sellers: 156 funds opened new MTB positions and 63 closed out — a net gain of 93 holders — while 270 added to existing stakes and 328 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $423M. The largest seller was Fidelity Investments, cutting an estimated $109M.

  • 887 institutional investors held M&T Bank (MTB) as of Q4 2023, up from 804 in Q3 2023.
  • Funds reported $19.8B of M&T Bank stock for Q4 2023, up 12% quarter-over-quarter.
  • 156 funds opened new M&T Bank positions in Q4 2023 and 63 closed out, a net change of +93 holders.
  • The largest M&T Bank buyer in Q4 2023 was Morgan Stanley, an estimated $423M added.
  • The largest M&T Bank seller in Q4 2023 was Fidelity Investments, an estimated $109M sold.

Based on aggregated 13F filings for Q4 2023.