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M&T Bank

887 hedge funds and large institutions have $19.8B invested in M&T Bank in 2023 Q4 according to their latest regulatory filings, with 156 funds opening new positions, 270 increasing their positions, 328 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more first-time investments, than exits

New positions opened: 156 | Existing positions closed: 63

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

12% more capital invested

Capital invested by funds: $17.6B → $19.8B (+$2.18B)

10% more funds holding

Funds holding: 804887 (+83)

3.04% more ownership

Funds ownership: 84.04%87.08% (+3%)

18% less repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 328

24% less call options, than puts

Call options by funds: $122M | Put options by funds: $161M

Holders
887
Holders Change
+83
Holders Change %
+10.32%
% of All Funds
12.93%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
156
Increased
270
Reduced
328
Closed
63
Calls
$122M
Puts
$161M
Net Calls
-$39.2M
Net Calls Change
+$421M
Name Holding Trade Value Shares
Change
Change in
Stake
SFP
501
Shepherd Financial Partners
Massachusetts
$505K +$2.51K +20 +0.5%
SOW
502
State of Wyoming
Wyoming
$503K +$133K +1,055 +40%
HCM
503
Hall Capital Management
Rhode Island
$498K
BCM
504
Bayesian Capital Management
New York
$496K +$455K +3,620 New
LWM
505
Lodestone Wealth Management
Washington
$495K +$454K +3,612 New
MA
506
MONECO Advisors
Connecticut
$495K +$63.7K +507 +16%
FB
507
Fulton Bank
Pennsylvania
$485K -$34.6K -275 -7%
KWA
508
Kingswood Wealth Advisors
California
$479K +$439K +3,491 New
WPC
509
Wedmont Private Capital
Pennsylvania
$477K +$182K +1,447 +72%
JC
510
JB Capital
Connecticut
$471K +$52K +414 +14%
VI
511
Vestcor Inc
New Brunswick, Canada
$470K -$3.27K -26 -0.8%
MA
512
Montag & Associates
Georgia
$461K +$47K +374 +13%
ONB
513
Old National Bancorp
Indiana
$459K -$73K -581 -15%
SCA
514
Snowden Capital Advisors
New York
$459K +$880 +7 +0.2%
KA
515
Kintegral Advisory
New York
$459K -$2.64K -21 -0.6%
CCM
516
Coldstream Capital Management
Washington
$453K -$64.7K -515 -13%
CMS
517
Capital Market Strategies
Florida
$452K
DC
518
Davenport & Co
Virginia
$449K +$17.5K +139 +4%
BPA
519
Beacon Pointe Advisors
California
$446K -$16.7K -133 -4%
II
520
Inspire Investing
Idaho
$446K +$43.6K +347 +12%
BSW
521
Buckingham Strategic Wealth
Missouri
$442K -$7.54K -60 -2%
RWA
522
River Wealth Advisors
Pennsylvania
$441K -$46.4K -369 -10%
Vontobel Holding
523
Vontobel Holding
Switzerland
$440K
ECM
524
Evergreen Capital Management
Washington
$438K -$56.3K -448 -12%
AIM
525
Aigen Investment Management
New York
$436K +$400K +3,181 New

MTB Hedge Fund Activity: Q4 2023 in Review

887 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in M&T Bank (MTB) for Q4 2023, worth a combined $19.8B — up 12% from $17.6B a quarter earlier.

Buyers outnumbered sellers: 156 funds opened new MTB positions and 63 closed out — a net gain of 93 holders — while 270 added to existing stakes and 328 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $423M. The largest seller was Fidelity Investments, cutting an estimated $109M.

  • 887 institutional investors held M&T Bank (MTB) as of Q4 2023, up from 804 in Q3 2023.
  • Funds reported $19.8B of M&T Bank stock for Q4 2023, up 12% quarter-over-quarter.
  • 156 funds opened new M&T Bank positions in Q4 2023 and 63 closed out, a net change of +93 holders.
  • The largest M&T Bank buyer in Q4 2023 was Morgan Stanley, an estimated $423M added.
  • The largest M&T Bank seller in Q4 2023 was Fidelity Investments, an estimated $109M sold.

Based on aggregated 13F filings for Q4 2023.