We are live on ! Find out more
MTB icon

M&T Bank

825 hedge funds and large institutions have $16.6B invested in M&T Bank in 2023 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 277 increasing their positions, 333 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.27% more ownership

Funds ownership: 81.62%82.89% (+1.3%)

8% less funds holding

Funds holding: 896825 (-71)

17% less repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 333

18% less capital invested

Capital invested by funds: $20.2B → $16.6B (-$3.63B)

24% less call options, than puts

Call options by funds: $133M | Put options by funds: $175M

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

39% less first-time investments, than exits

New positions opened: 80 | Existing positions closed: 131

Holders
825
Holders Change
-71
Holders Change %
-7.92%
% of All Funds
13.15%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.08%
New
80
Increased
277
Reduced
333
Closed
131
Calls
$133M
Puts
$175M
Net Calls
-$42.1M
Net Calls Change
-$106M
Name Holding Trade Value Shares
Change
Change in
Stake
BBHC
501
Brown Brothers Harriman & Co
New York
$397K
WA
502
WealthTrust Axiom
Pennsylvania
$397K -$726 -5 -0.2%
DWP
503
Daymark Wealth Partners
Ohio
$393K -$2.18K -15 -0.5%
CAG
504
Crestwood Advisors Group
Massachusetts
$389K -$4.94K -34 -1%
VAM
505
Verity Asset Management
North Carolina
$389K +$472K +3,251 New
HVIA
506
Hudson Valley Investment Advisors
New York
$389K -$44.4K -306 -9%
SMC
507
Smith, Moore & Co
Missouri
$388K
SC
508
Savant Capital
Illinois
$381K +$8.56K +59 +2%
II
509
Inspire Investing
Idaho
$380K +$116K +801 +34%
BC
510
Burney Company
Virginia
$378K -$24K -165 -5%
BWIA
511
Bryant Woods Investment Advisors
New York
$378K +$37.5K +258 +9%
GLA
512
Great Lakes Advisors
Illinois
$374K +$212K +1,460 +87%
GVAG
513
Great Valley Advisor Group
Delaware
$373K -$2.61K -18 -0.6%
MIC
514
Means Investment Company
Maine
$373K +$1.16K +8 +0.3%
GAM
515
Gotham Asset Management
New York
$372K +$452K +3,114 New
Vontobel Holding
516
Vontobel Holding
Switzerland
$372K -$10K -69 -2%
FWCM
517
Ferguson Wellman Capital Management
Oregon
$370K -$25.8K -178 -5%
CCM
518
Coldstream Capital Management
Washington
$369K +$22.4K +154 +5%
MOS
519
MGO One Seven
Ohio
$367K +$9.14K +63 +2%
CA
520
Claro Advisors
Massachusetts
$367K +$52.3K +360 +13%
Lazard Asset Management
521
Lazard Asset Management
New York
$364K +$441K +3,035 +16,861%
LMKC
522
L.M. Kohn & Company
Ohio
$363K -$9.14K -63 -2%
VIM
523
Vinva Investment Management
Australia
$361K +$438K +3,018 New
CIC
524
Carnegie Investment Counsel
Ohio
$361K -$38.9K -268 -8%
VCS
525
Vaughan & Co Securities
New Jersey
$359K -$22.4K -154 -5%

MTB Hedge Fund Activity: Q1 2023 in Review

825 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in M&T Bank (MTB) for Q1 2023, worth a combined $16.6B — down 18% from $20.2B a quarter earlier.

Sellers outnumbered buyers: 131 funds closed out of MTB and 80 opened new positions — a net loss of 51 holders — while 333 trimmed existing stakes and 277 added.

The largest buyer was Wellington Management Group, adding an estimated $573M. The largest seller was Wells Fargo, cutting an estimated $313M.

  • 825 institutional investors held M&T Bank (MTB) as of Q1 2023, down from 896 in Q4 2022.
  • Funds reported $16.6B of M&T Bank stock for Q1 2023, down 18% quarter-over-quarter.
  • 80 funds opened new M&T Bank positions in Q1 2023 and 131 closed out, a net change of -51 holders.
  • The largest M&T Bank buyer in Q1 2023 was Wellington Management Group, an estimated $573M added.
  • The largest M&T Bank seller in Q1 2023 was Wells Fargo, an estimated $313M sold.

Based on aggregated 13F filings for Q1 2023.