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M&T Bank

893 hedge funds and large institutions have $20.4B invested in M&T Bank in 2024 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 291 increasing their positions, 345 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 84

3% more capital invested

Capital invested by funds: $19.8B → $20.4B (+$605M)

1% more funds holding

Funds holding: 887893 (+6)

2.78% less ownership

Funds ownership: 87.08%84.3% (-2.8%)

16% less repeat investments, than reductions

Existing positions increased: 291 | Existing positions reduced: 345

20% less call options, than puts

Call options by funds: $134M | Put options by funds: $167M

50% less funds holding in top 10

Funds holding in top 10: 84 (-4)

Holders
893
Holders Change
+6
Holders Change %
+0.68%
% of All Funds
12.86%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
99
Increased
291
Reduced
345
Closed
84
Calls
$134M
Puts
$167M
Net Calls
-$32.9M
Net Calls Change
+$6.27M
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
476
Lodestone Wealth Management
Washington
$525K
IPW
477
Impact Partnership Wealth
Georgia
$521K -$90.2K -651 -15%
MC
478
Machina Capital
France
$517K +$91.3K +659 +23%
AAS
479
Avantax Advisory Services
Texas
$515K -$106K -767 -18%
PA
480
Profund Advisors
Maryland
$511K -$71.2K -514 -13%
TW
481
TritonPoint Wealth
Maryland
$510K +$12.1K +87 +2%
SRL
482
Scientech Research LLC
New Jersey
$506K +$204K +1,473 +73%
SFA
483
Sequoia Financial Advisors
Ohio
$505K -$6.16M -44,454 -93%
BWIA
484
Bryant Woods Investment Advisors
New York
$504K -$72.5K -523 -13%
Lido Advisors
485
Lido Advisors
California
$498K -$68.3K -493 -13%
VI
486
Versor Investments
New York
$494K -$319K -2,300 -40%
ACP
487
Aviance Capital Partners
Florida
$494K +$471K +3,400 New
VI
488
Vestcor Inc
New Brunswick, Canada
$494K -$4.16K -30 -0.9%
PWMG
489
Prestige Wealth Management Group
New Jersey
$490K +$209K +1,505 +81%
BMM
490
Buffington Mohr McNeal
Idaho
$487K -$97K -700 -17%
FTDI
491
First Trust Direct Indexing
Massachusetts
$487K +$65.1K +470 +16%
TFS
492
Thoroughbred Financial Services
Tennessee
$486K -$153K -1,105 -25%
KA
493
Kintegral Advisory
New York
$485K -$1.39K -10 -0.3%
ECM
494
Evergreen Capital Management
Washington
$483K +$17.3K +125 +4%
BPA
495
Beacon Pointe Advisors
California
$483K +$8.87K +64 +2%
BSW
496
Buckingham Strategic Wealth
Missouri
$483K +$13K +94 +3%
JF
497
Jump Financial
Illinois
$482K +$254K +1,836 +124%
CMS
498
Capital Market Strategies
Florida
$480K
CCM
499
Coldstream Capital Management
Washington
$473K -$6.93K -50 -2%
WPC
500
Wedmont Private Capital
Pennsylvania
$470K -$16.1K -116 -3%

MTB Hedge Fund Activity: Q1 2024 in Review

893 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in M&T Bank (MTB) for Q1 2024, worth a combined $20.4B — up 3.1% from $19.8B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new MTB positions and 84 closed out — a net gain of 15 holders — while 291 added to existing stakes and 345 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $286M. The largest seller was Morgan Stanley, cutting an estimated $352M.

  • 893 institutional investors held M&T Bank (MTB) as of Q1 2024, up from 887 in Q4 2023.
  • Funds reported $20.4B of M&T Bank stock for Q1 2024, up 3.1% quarter-over-quarter.
  • 99 funds opened new M&T Bank positions in Q1 2024 and 84 closed out, a net change of +15 holders.
  • The largest M&T Bank buyer in Q1 2024 was Fidelity Investments, an estimated $286M added.
  • The largest M&T Bank seller in Q1 2024 was Morgan Stanley, an estimated $352M sold.

Based on aggregated 13F filings for Q1 2024.