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M&T Bank

704 hedge funds and large institutions have $17.2B invested in M&T Bank in 2021 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 231 increasing their positions, 218 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 60

57% more funds holding in top 10

Funds holding in top 10: 711 (+4)

9% more funds holding

Funds holding: 645704 (+59)

1.66% more ownership

Funds ownership: 86.2%87.85% (+1.7%)

6% more repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 218

4% more capital invested

Capital invested by funds: $16.5B → $17.2B (+$636M)

3% more call options, than puts

Call options by funds: $82.1M | Put options by funds: $79.9M

Holders
704
Holders Change
+59
Holders Change %
+9.15%
% of All Funds
10.83%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.17%
New
128
Increased
231
Reduced
218
Closed
60
Calls
$82.1M
Puts
$79.9M
Net Calls
+$2.25M
Net Calls Change
-$4.49M
Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
501
B. Riley Wealth Advisors
Florida
$270K +$3.84K +25 +1%
SIC
502
Sterling Investment Counsel
New York
$268K +$268K +1,748 New
QIM
503
Quantitative Investment Management
Virginia
$267K +$268K +1,743 New
GLA
504
Great Lakes Advisors
Illinois
$266K +$266K +1,732 New
FFM
505
Forum Financial Management
Illinois
$266K +$266K +1,735 New
WSC
506
Wellington Shields & Co
New York
$265K
JWCA
507
J.W. Coons Advisors
Ohio
$264K
LJAC
508
L.J. Altfest & Co
New York
$261K
WA
509
Waverly Advisors
Alabama
$260K +$219K +1,429 New
Vontobel Holding
510
Vontobel Holding
Switzerland
$259K -$137K -893 -35%
AIP
511
Ameritas Investment Partners
Nebraska
$259K -$23.8K -155 -8%
OTPPB
512
Ontario Teachers' Pension Plan Board
Ontario, Canada
$259K +$259K +1,685 New
SPIA
513
Steward Partners Investment Advisory
New York
$258K +$921 +6 +0.4%
ICM
514
Infini Capital Management
Hong Kong
$255K +$255K +1,660 New
IMF
515
Infini Master Fund
Hong Kong
$255K +$255K +1,660 New
FCFS
516
First Command Financial Services
Texas
$254K
GL
517
Graypoint LLC
New York
$253K -$160K -1,044 -39%
FCB
518
First Command Bank
Texas
$247K
VI
519
Vestcor Inc
New Brunswick, Canada
$244K -$48.4K -315 -17%
WA
520
WBH Advisory
Maryland
$244K -$15.4K -100 -6%
GG
521
Gofen & Glossberg
Illinois
$239K +$238K +1,553 New
HPCM
522
Hunter Perkins Capital Management
Illinois
$238K -$649K -4,225 -73%
JE
523
JMAC Enterprises
Pennsylvania
$238K +$200K +1,300 New
SAMC
524
Spectrum Asset Management (California)
California
$237K -$15.4K -100 -6%
HFG
525
Heron Financial Group
New York
$237K +$210K +1,369 New

MTB Hedge Fund Activity: Q4 2021 in Review

704 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in M&T Bank (MTB) for Q4 2021, worth a combined $17.2B — up 3.8% from $16.5B a quarter earlier.

Buyers outnumbered sellers: 128 funds opened new MTB positions and 60 closed out — a net gain of 68 holders — while 231 added to existing stakes and 218 trimmed.

The largest buyer was Barrow, Hanley, Mewhinney & Strauss, opening a new position worth an estimated $118M. The largest seller was Invesco, cutting an estimated $130M.

  • 704 institutional investors held M&T Bank (MTB) as of Q4 2021, up from 645 in Q3 2021.
  • Funds reported $17.2B of M&T Bank stock for Q4 2021, up 3.8% quarter-over-quarter.
  • 128 funds opened new M&T Bank positions in Q4 2021 and 60 closed out, a net change of +68 holders.
  • The largest M&T Bank buyer in Q4 2021 was Barrow, Hanley, Mewhinney & Strauss, an estimated $118M added.
  • The largest M&T Bank seller in Q4 2021 was Invesco, an estimated $130M sold.

Based on aggregated 13F filings for Q4 2021.