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M&T Bank

941 hedge funds and large institutions have $25.7B invested in M&T Bank in 2024 Q3 according to their latest regulatory filings, with 111 funds opening new positions, 330 increasing their positions, 337 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more funds holding in top 10

Funds holding in top 10: 711 (+4)

42% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 78

33% more call options, than puts

Call options by funds: $154M | Put options by funds: $116M

20% more capital invested

Capital invested by funds: $21.5B → $25.7B (+$4.23B)

3% more funds holding

Funds holding: 918941 (+23)

1.45% more ownership

Funds ownership: 85.23%86.68% (+1.5%)

2% less repeat investments, than reductions

Existing positions increased: 330 | Existing positions reduced: 337

Holders
941
Holders Change
+23
Holders Change %
+2.51%
% of All Funds
13.51%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.16%
New
111
Increased
330
Reduced
337
Closed
78
Calls
$154M
Puts
$116M
Net Calls
+$38.3M
Net Calls Change
-$23.3M
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
476
Lodestone Wealth Management
Washington
$645K +$1.16K +7 +0.2%
ECM
477
Estabrook Capital Management
New York
$634K -$16.6K -100 -3%
VH
478
Visionary Horizons
Tennessee
$629K +$39.1K +236 +7%
HW
479
Hedeker Wealth
Illinois
$627K +$9.12K +55 +2%
Envestnet Portfolio Solutions
480
Envestnet Portfolio Solutions
Illinois
$621K -$28.9K -174 -5%
JSC
481
Jackson Square Capital
California
$620K +$578K +3,483 New
GVAG
482
Great Valley Advisor Group
Delaware
$618K +$41.8K +252 +8%
CW
483
Code Waechter
Florida
$616K +$573K +3,458 New
PA
484
Parallel Advisors
California
$615K -$139K -841 -20%
FB
485
Fulton Bank
Pennsylvania
$613K -$48.1K -290 -8%
ACP
486
Aviance Capital Partners
Florida
$609K
KWA
487
Kingswood Wealth Advisors
California
$607K +$50.7K +306 +10%
IWM
488
IHT Wealth Management
Illinois
$606K +$258K +1,556 +82%
BFG
489
Bleakley Financial Group
New Jersey
$606K +$50.6K +305 +10%
VI
490
Vestcor Inc
New Brunswick, Canada
$605K
ECM
491
Evergreen Capital Management
Washington
$605K +$6.63K +40 +1%
GI
492
GAMMA Investing
California
$602K +$127K +768 +29%
BMM
493
Buffington Mohr McNeal
Idaho
$597K
SCA
494
Snowden Capital Advisors
New York
$577K -$93K -561 -15%
FHA
495
First Horizon Advisors
Tennessee
$573K +$1.99K +12 +0.4%
SG
496
StoneX Group
New York
$572K +$118K +714 +29%
FT
497
Fiduciary Trust
Massachusetts
$571K +$91.9K +554 +21%
RIG
498
Ramiah Investment Group
Wisconsin
$569K -$311K -1,878 -37%
WWM
499
Western Wealth Management
Colorado
$564K
BWIA
500
Bryant Woods Investment Advisors
New York
$563K -$467K -2,819 -47%

MTB Hedge Fund Activity: Q3 2024 in Review

941 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in M&T Bank (MTB) for Q3 2024, worth a combined $25.7B — up 20% from $21.5B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new MTB positions and 78 closed out — a net gain of 33 holders — while 330 added to existing stakes and 337 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $306M. The largest seller was Wellington Management Group, cutting an estimated $242M.

  • 941 institutional investors held M&T Bank (MTB) as of Q3 2024, up from 918 in Q2 2024.
  • Funds reported $25.7B of M&T Bank stock for Q3 2024, up 20% quarter-over-quarter.
  • 111 funds opened new M&T Bank positions in Q3 2024 and 78 closed out, a net change of +33 holders.
  • The largest M&T Bank buyer in Q3 2024 was Morgan Stanley, an estimated $306M added.
  • The largest M&T Bank seller in Q3 2024 was Wellington Management Group, an estimated $242M sold.

Based on aggregated 13F filings for Q3 2024.