We are live on ! Find out more
MTB icon

M&T Bank

896 hedge funds and large institutions have $20.2B invested in M&T Bank in 2022 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 259 increasing their positions, 336 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more call options, than puts

Call options by funds: $159M | Put options by funds: $95.2M

5% less first-time investments, than exits

New positions opened: 125 | Existing positions closed: 132

2.15% less ownership

Funds ownership: 83.77%81.62% (-2.2%)

3% less funds holding

Funds holding: 922896 (-26)

21% less capital invested

Capital invested by funds: $25.8B → $20.2B (-$5.52B)

23% less repeat investments, than reductions

Existing positions increased: 259 | Existing positions reduced: 336

56% less funds holding in top 10

Funds holding in top 10: 188 (-10)

Holders
896
Holders Change
-26
Holders Change %
-2.82%
% of All Funds
14.4%
Holding in Top 10
8
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-55.56%
% of All Funds
0.13%
New
125
Increased
259
Reduced
336
Closed
132
Calls
$159M
Puts
$95.2M
Net Calls
+$63.7M
Net Calls Change
+$26.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
501
SeaCrest Wealth Management
New York
$483K -$9.21K -56 -2%
BC
502
Burney Company
Virginia
$482K -$15.1K -92 -3%
BBHC
503
Brown Brothers Harriman & Co
New York
$482K -$4.11K -25 -0.7%
WA
504
WealthTrust Axiom
Pennsylvania
$482K
SP
505
Symmetry Partners
Connecticut
$482K +$139K +843 +34%
PWP
506
Principle Wealth Partners
Connecticut
$481K -$1.48K -9 -0.3%
DWP
507
Daymark Wealth Partners
Ohio
$479K +$543K +3,302 New
PA
508
Profund Advisors
Maryland
$479K +$26.1K +159 +5%
CAG
509
Crestwood Advisors Group
Massachusetts
$477K -$16.4K -100 -3%
CIC
510
Carnegie Investment Counsel
Ohio
$477K -$35.7K -217 -6%
FWCM
511
Ferguson Wellman Capital Management
Oregon
$474K +$538K +3,269 New
SMC
512
Smith, Moore & Co
Missouri
$470K
AC
513
AXQ Capital
New Jersey
$469K +$531K +3,230 New
FFM
514
Forum Financial Management
Illinois
$464K -$11.5K -70 -2%
BMSSC
515
B. Metzler seel. Sohn & Co
Germany
$459K
VCS
516
Vaughan & Co Securities
New Jersey
$458K -$12.3K -75 -2%
Vontobel Holding
517
Vontobel Holding
Switzerland
$456K +$58K +353 +13%
GVAG
518
Great Valley Advisor Group
Delaware
$455K -$611K -3,717 -54%
SC
519
Savant Capital
Illinois
$454K -$20.6K -125 -4%
M
520
Mirova
France
$454K +$176K +1,069 +52%
BSW
521
Buckingham Strategic Wealth
Missouri
$453K -$18.9K -115 -4%
BHWM
522
Bar Harbor Wealth Management
New Hampshire
$452K
MIC
523
Means Investment Company
Maine
$451K +$987 +6 +0.2%
TMAM
524
Tokio Marine Asset Management
Japan
$450K +$45.1K +274 +10%
LMKC
525
L.M. Kohn & Company
Ohio
$449K

MTB Hedge Fund Activity: Q4 2022 in Review

896 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in M&T Bank (MTB) for Q4 2022, worth a combined $20.2B — down 21% from $25.8B a quarter earlier.

Sellers outnumbered buyers: 132 funds closed out of MTB and 125 opened new positions — a net loss of 7 holders — while 336 trimmed existing stakes and 259 added.

The largest buyer was Morgan Stanley, adding an estimated $205M. The largest seller was Capital World Investors, cutting an estimated $1.02B.

  • 896 institutional investors held M&T Bank (MTB) as of Q4 2022, down from 922 in Q3 2022.
  • Funds reported $20.2B of M&T Bank stock for Q4 2022, down 21% quarter-over-quarter.
  • 125 funds opened new M&T Bank positions in Q4 2022 and 132 closed out, a net change of -7 holders.
  • The largest M&T Bank buyer in Q4 2022 was Morgan Stanley, an estimated $205M added.
  • The largest M&T Bank seller in Q4 2022 was Capital World Investors, an estimated $1.02B sold.

Based on aggregated 13F filings for Q4 2022.