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M&T Bank

592 hedge funds and large institutions have $11.2B invested in M&T Bank in 2020 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 199 increasing their positions, 215 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more call options, than puts

Call options by funds: $34.5M | Put options by funds: $30.2M

1.59% more ownership

Funds ownership: 81.61%83.2% (+1.6%)

7% less repeat investments, than reductions

Existing positions increased: 199 | Existing positions reduced: 215

12% less funds holding

Funds holding: 673592 (-81)

39% less capital invested

Capital invested by funds: $18.3B → $11.2B (-$7.1B)

55% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 133

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
592
Holders Change
-81
Holders Change %
-12.04%
% of All Funds
13.05%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.04%
New
60
Increased
199
Reduced
215
Closed
133
Calls
$34.5M
Puts
$30.2M
Net Calls
+$4.3M
Net Calls Change
+$10.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
501
Concourse Financial Group Securities
Alabama
$26K -$1.91K -13 -5%
BWA
502
Burt Wealth Advisors
Maryland
$26K
LC
503
Lindbrook Capital
California
$25K -$12.7K -86 -26%
VRM
504
Vectors Research Management
New York
$25K
FANJ
505
Financial Architects (New Jersey)
New Jersey
$24K +$147 +1 +0.4%
PCG
506
Private Capital Group
Connecticut
$23K
ZB
507
Zions Bancorporation
Utah
$23K
PFBT
508
Parkside Financial Bank & Trust
Missouri
$23K +$13.5K +92 +72%
NICM
509
Neo Ivy Capital Management
New York
$23K +$32.8K +223 New
CWP
510
CFM Wealth Partners
Texas
$22K +$24.1K +164 +357%
GRP
511
Global Retirement Partners
California
$21K
NSIM
512
North Star Investment Management
Illinois
$21K
AIM
513
AIA Investment Management
Singapore
$21K +$10.4K +71 +54%
CI
514
CX Institutional
Indiana
$20K -$10.9K -74 -28%
OAM
515
Oppenheimer Asset Management
New York
$20K +$12.8K +87 +78%
IRC
516
Investors Research Corp
Georgia
$19K
AF
517
Advisornet Financial
Minnesota
$18K
EI
518
Ellevest Inc
New York
$14K -$441 -3 -2%
AF
519
Allworth Financial
California
$14K
RFA
520
Reilly Financial Advisors
California
$13K
RTC
521
Riverview Trust Company
Washington
$13K
SIM
522
Sonora Investment Management
Arizona
$13K
SGAM
523
Smith Group Asset Management
Texas
$12K +$17.2K +117 New
CFA
524
Carroll Financial Associates
North Carolina
$11K -$147 -1 -0.9%
DOA
525
D'Orazio & Associates
Virginia
$11K

MTB Hedge Fund Activity: Q1 2020 in Review

592 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in M&T Bank (MTB) for Q1 2020, worth a combined $11.2B — down 39% from $18.3B a quarter earlier.

Sellers outnumbered buyers: 133 funds closed out of MTB and 60 opened new positions — a net loss of 73 holders — while 215 trimmed existing stakes and 199 added.

The largest buyer was Fidelity Investments, adding an estimated $132M. The largest seller was Ameriprise, cutting an estimated $77.3M.

  • 592 institutional investors held M&T Bank (MTB) as of Q1 2020, down from 673 in Q4 2019.
  • Funds reported $11.2B of M&T Bank stock for Q1 2020, down 39% quarter-over-quarter.
  • 60 funds opened new M&T Bank positions in Q1 2020 and 133 closed out, a net change of -73 holders.
  • The largest M&T Bank buyer in Q1 2020 was Fidelity Investments, an estimated $132M added.
  • The largest M&T Bank seller in Q1 2020 was Ameriprise, an estimated $77.3M sold.

Based on aggregated 13F filings for Q1 2020.