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M&T Bank

520 hedge funds and large institutions have $13.6B invested in M&T Bank in 2016 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 186 increasing their positions, 199 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more call options, than puts

Call options by funds: $24.4M | Put options by funds: $22.7M

0.38% less ownership

Funds ownership: 80.66%80.28% (-0.38%)

7% less repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 199

6% less funds holding

Funds holding: 554520 (-34)

13% less capital invested

Capital invested by funds: $15.5B → $13.6B (-$1.95B)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

44% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 70

Holders
520
Holders Change
-34
Holders Change %
-6.14%
% of All Funds
13.86%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
39
Increased
186
Reduced
199
Closed
70
Calls
$24.4M
Puts
$22.7M
Net Calls
+$1.69M
Net Calls Change
-$4.3M
Name Holding Trade Value Shares
Change
Change in
Stake
IWMPD
501
Integrated Wealth Management (Palm Desert)
California
$4K -$4.01K -37 -54%
CFA
502
Carroll Financial Associates
North Carolina
$4K
OC
503
Oakworth Capital
Alabama
$4K
TSU
504
TD Securities (USA)
New York
$4K
SBL
505
Sargent Bickham Lagudis
Colorado
$4K +$5.43K +50 New
CAW
506
Cornerstone Advisors (Washington)
Washington
$3K -$543 -5 -14%
Carson Wealth (CWM LLC)
507
Carson Wealth (CWM LLC)
Nebraska
$3K
HIIFS
508
Harel Insurance Investments & Financial Services
Israel
$3K
TFO
509
Tarbox Family Office
California
$3K +$1.19K +11 +73%
FIB
510
First Interstate Bank
Montana
$2K -$2.17K -20 -50%
BAM
511
Barrett Asset Management
New York
$2K
CF
512
CenterStar Fund
Illinois
$2K
SWA
513
Sutton Wealth Advisors
Florida
$2K +$1.95K +18 New
N
514
Nuveen
North Carolina
$1.06K +$31.9K +294 +3%
QCG
515
Quadrant Capital Group
Ohio
$1K -$1.84K -17 -44%
SA
516
SRH Advisors
Kansas
$1K
WA
517
WFG Advisors
Texas
$1K
LP
518
LMR Partners
United Kingdom
$888 +$868K +8,001 New
CFA
519
CT Financial Advisors
Pennsylvania
$666
EWM
520
Endurance Wealth Management
Rhode Island
$15
PCM
521
Penserra Capital Management
California
$6 -$5.21K -48 -46%
Two Sigma Investments
522
Two Sigma Investments
New York
-$24.5M -225,945 Closed
ClearBridge Investments
523
ClearBridge Investments
New York
-$25.7M -212,321 Closed
RFS
524
Rockefeller Financial Services
New York
-$19.2M -158,411 Closed
BCM
525
Bridgeway Capital Management
Texas
-$15M -123,720 Closed

MTB Hedge Fund Activity: Q1 2016 in Review

520 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in M&T Bank (MTB) for Q1 2016, worth a combined $13.6B — down 13% from $15.5B a quarter earlier.

Sellers outnumbered buyers: 70 funds closed out of MTB and 39 opened new positions — a net loss of 31 holders — while 199 trimmed existing stakes and 186 added.

The largest buyer was Royal London Asset Management, adding an estimated $434M. The largest seller was Baillie Gifford & Co, cutting an estimated $486M.

  • 520 institutional investors held M&T Bank (MTB) as of Q1 2016, down from 554 in Q4 2015.
  • Funds reported $13.6B of M&T Bank stock for Q1 2016, down 13% quarter-over-quarter.
  • 39 funds opened new M&T Bank positions in Q1 2016 and 70 closed out, a net change of -31 holders.
  • The largest M&T Bank buyer in Q1 2016 was Royal London Asset Management, an estimated $434M added.
  • The largest M&T Bank seller in Q1 2016 was Baillie Gifford & Co, an estimated $486M sold.

Based on aggregated 13F filings for Q1 2016.