We are live on ! Find out more
MTB icon

M&T Bank

523 hedge funds and large institutions have $14.7B invested in M&T Bank in 2016 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 189 increasing their positions, 173 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more call options, than puts

Call options by funds: $43.6M | Put options by funds: $33.1M

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

23% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 44

8% more capital invested

Capital invested by funds: $13.6B → $14.7B (+$1.12B)

9% more repeat investments, than reductions

Existing positions increased: 189 | Existing positions reduced: 173

1% more funds holding

Funds holding: 520523 (+3)

2.07% less ownership

Funds ownership: 80.28%78.21% (-2.1%)

Holders
523
Holders Change
+3
Holders Change %
+0.58%
% of All Funds
13.95%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
54
Increased
189
Reduced
173
Closed
44
Calls
$43.6M
Puts
$33.1M
Net Calls
+$10.5M
Net Calls Change
+$8.78M
Name Holding Trade Value Shares
Change
Change in
Stake
DADC
501
D.A. Davidson & Co
Montana
$4K
HIIFS
502
Harel Insurance Investments & Financial Services
Israel
$4K
IWMPD
503
Integrated Wealth Management (Palm Desert)
California
$4K
SBL
504
Sargent Bickham Lagudis
Colorado
$4K
QCG
505
Quadrant Capital Group
Ohio
$4K +$3.6K +31 +141%
RWA
506
Ropes Wealth Advisors
Massachusetts
$4K +$3.6K +31 New
ATC
507
Adirondack Trust Company
New York
$4K +$4.06K +35 New
PRS
508
Pinkerton Retirement Specialists
Idaho
$4K +$4.06K +35 New
VWM
509
Valley Wealth Managers
New Jersey
$4K +$4.18K +36 New
TFO
510
Tarbox Family Office
California
$3K
KT
511
Kanaly Trust
Texas
$3K +$3.13K +27 New
IC
512
IKOS CIF
Cyprus
$3K +$3.37K +29 New
SWA
513
Sutton Wealth Advisors
Florida
$2.13K
PCP
514
Proficio Capital Partners
Massachusetts
$2K -$3.37K -29 -67%
SA
515
SRH Advisors
Kansas
$2K
HCM
516
Herndon Capital Management
Georgia
$2K +$1.74K +15 New
MUS
517
Mitsubishi UFJ Securities
Japan
$2K +$2.32K +20 New
WA
518
WFG Advisors
Texas
$1K
CFA
519
CT Financial Advisors
Pennsylvania
$709
AT
520
Arden Trust
Delaware
$430 -$57.8K -498 -12%
CA
521
Commerzbank Aktiengesellschaft
Germany
$298 -$182K -1,565 -38%
PIA
522
Piedmont Investment Advisors
North Carolina
$236 +$232 +2 New
WMSA
523
Weiss Multi-Strategy Advisers
New York
-$13.9M -125,128 Closed
Citadel Advisors
524
Citadel Advisors
Florida
-$13.5M -116,687 Closed
SH
525
Svenska Handelsbanken
Sweden
-$10.4M -93,454 Closed

MTB Hedge Fund Activity: Q2 2016 in Review

523 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in M&T Bank (MTB) for Q2 2016, worth a combined $14.7B — up 8.2% from $13.6B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new MTB positions and 44 closed out — a net gain of 10 holders — while 189 added to existing stakes and 173 trimmed.

The largest buyer was Institutional Capital, opening a new position worth an estimated $171M. The largest seller was Royal London Asset Management, cutting an estimated $464M.

  • 523 institutional investors held M&T Bank (MTB) as of Q2 2016, up from 520 in Q1 2016.
  • Funds reported $14.7B of M&T Bank stock for Q2 2016, up 8.2% quarter-over-quarter.
  • 54 funds opened new M&T Bank positions in Q2 2016 and 44 closed out, a net change of +10 holders.
  • The largest M&T Bank buyer in Q2 2016 was Institutional Capital, an estimated $171M added.
  • The largest M&T Bank seller in Q2 2016 was Royal London Asset Management, an estimated $464M sold.

Based on aggregated 13F filings for Q2 2016.