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M&T Bank

804 hedge funds and large institutions have $17.6B invested in M&T Bank in 2023 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 274 increasing their positions, 307 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

2% more capital invested

Capital invested by funds: $17.2B → $17.6B (+$401M)

0.06% more ownership

Funds ownership: 83.98%84.04% (+0.06%)

3% less funds holding

Funds holding: 828804 (-24)

11% less repeat investments, than reductions

Existing positions increased: 274 | Existing positions reduced: 307

12% less first-time investments, than exits

New positions opened: 72 | Existing positions closed: 82

71% less call options, than puts

Call options by funds: $185M | Put options by funds: $645M

Holders
804
Holders Change
-24
Holders Change %
-2.9%
% of All Funds
12.76%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
72
Increased
274
Reduced
307
Closed
82
Calls
$185M
Puts
$645M
Net Calls
-$460M
Net Calls Change
+$2.38M
Name Holding Trade Value Shares
Change
Change in
Stake
BBHC
501
Brown Brothers Harriman & Co
New York
$376K +$34.6K +265 +10%
IPW
502
Impact Partnership Wealth
Georgia
$373K +$384K +2,946 New
II
503
Inspire Investing
Idaho
$367K -$35.7K -274 -9%
WSTAM
504
Wilbanks Smith & Thomas Asset Management
Virginia
$367K +$378K +2,900 New
LMKC
505
L.M. Kohn & Company
Ohio
$366K -$913 -7 -0.2%
FFM
506
Forum Financial Management
Illinois
$355K
CNBT
507
Canandaigua National Bank & Trust
New York
$355K
MOS
508
MGO One Seven
Ohio
$353K -$2.48K -19 -0.7%
MFA
509
Mayflower Financial Advisors
Massachusetts
$350K -$1.56K -12 -0.4%
PWP
510
Principle Wealth Partners
Connecticut
$347K +$9.91K +76 +3%
CAM
511
Carret Asset Management
New York
$346K
MCM
512
Magnolia Capital Management
New York
$345K
IFG
513
Independent Financial Group
California
$344K +$522 +4 +0.1%
LWAM
514
Legacy Wealth Asset Management
Minnesota
$342K +$2.48K +19 +0.7%
AA
515
ALPS Advisors
Colorado
$338K +$34.4K +264 +11%
FC
516
Forte Capital
New York
$338K -$3K -23 -0.9%
GT
517
Greenleaf Trust
Michigan
$333K +$16.2K +124 +5%
BFG
518
Bleakley Financial Group
New Jersey
$332K -$31K -238 -8%
SS
519
Simplicity Solutions
Minnesota
$332K -$30.8K -236 -8%
CBC
520
Coombe, Bender & Co
New York
$332K
LI
521
LVZ Inc
Michigan
$331K -$134K -1,027 -28%
SOW
522
State of Wyoming
Wyoming
$331K +$279K +2,139 +447%
OR
523
Olympiad Research
Connecticut
$329K +$340K +2,605 New
PCM
524
Prelude Capital Management
New York
$329K +$340K +2,605 New
DEA
525
DoubleLine ETF Adviser
Florida
$323K +$27.4K +210 +9%

MTB Hedge Fund Activity: Q3 2023 in Review

804 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in M&T Bank (MTB) for Q3 2023, worth a combined $17.6B — up 2.3% from $17.2B a quarter earlier.

Sellers outnumbered buyers: 82 funds closed out of MTB and 72 opened new positions — a net loss of 10 holders — while 307 trimmed existing stakes and 274 added.

The largest buyer was Invesco, adding an estimated $84.9M. The largest seller was Wellington Management Group, cutting an estimated $87.1M.

  • 804 institutional investors held M&T Bank (MTB) as of Q3 2023, down from 828 in Q2 2023.
  • Funds reported $17.6B of M&T Bank stock for Q3 2023, up 2.3% quarter-over-quarter.
  • 72 funds opened new M&T Bank positions in Q3 2023 and 82 closed out, a net change of -10 holders.
  • The largest M&T Bank buyer in Q3 2023 was Invesco, an estimated $84.9M added.
  • The largest M&T Bank seller in Q3 2023 was Wellington Management Group, an estimated $87.1M sold.

Based on aggregated 13F filings for Q3 2023.