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M&T Bank

893 hedge funds and large institutions have $20.4B invested in M&T Bank in 2024 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 291 increasing their positions, 345 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 84

3% more capital invested

Capital invested by funds: $19.8B → $20.4B (+$605M)

1% more funds holding

Funds holding: 887893 (+6)

2.78% less ownership

Funds ownership: 87.08%84.3% (-2.8%)

16% less repeat investments, than reductions

Existing positions increased: 291 | Existing positions reduced: 345

20% less call options, than puts

Call options by funds: $134M | Put options by funds: $167M

50% less funds holding in top 10

Funds holding in top 10: 84 (-4)

Holders
893
Holders Change
+6
Holders Change %
+0.68%
% of All Funds
12.86%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
99
Increased
291
Reduced
345
Closed
84
Calls
$134M
Puts
$167M
Net Calls
-$32.9M
Net Calls Change
+$6.27M
Name Holding Trade Value Shares
Change
Change in
Stake
GVAG
501
Great Valley Advisor Group
Delaware
$468K +$21.2K +153 +5%
SAM
502
Shell Asset Management
Netherlands
$466K +$325K +2,346 +320%
WWM
503
Western Wealth Management
Colorado
$463K +$4.43K +32 +1%
P
504
Pitcairn
Pennsylvania
$454K +$433K +3,124 New
WT
505
Whittier Trust
California
$454K -$94.5K -682 -18%
PFPT
506
Pinnacle Financial Partners (Tennessee)
Tennessee
$452K
FHA
507
First Horizon Advisors
Tennessee
$452K +$77.3K +558 +22%
SPC
508
Sigma Planning Corp
Michigan
$449K +$218K +1,577 +104%
DWM
509
Dakota Wealth Management
Florida
$449K -$2.22K -16 -0.5%
CBNLCF
510
Cognios Beta Neutral Large Cap Fund
Kansas
$449K +$427K +3,085 New
HI
511
Horizon Investments
North Carolina
$448K +$1.66K +12 +0.4%
KeyBank National Association
512
KeyBank National Association
Ohio
$447K +$7.34K +53 +2%
CAG
513
Crestwood Advisors Group
Massachusetts
$447K -$4.02K -29 -0.9%
MA
514
Montag & Associates
Georgia
$446K -$41.6K -300 -9%
FCH
515
Freestone Capital Holdings
Washington
$445K +$424K +3,060 New
DEA
516
DoubleLine ETF Adviser
Florida
$445K +$33.5K +242 +9%
Vontobel Holding
517
Vontobel Holding
Switzerland
$444K -$21.1K -152 -5%
JC
518
JB Capital
Connecticut
$443K -$53.5K -386 -11%
CCM
519
Cutler Capital Management
Massachusetts
$441K +$3.88K +28 +0.9%
NIM
520
NEOS Investment Management
Connecticut
$441K +$125K +899 +42%
HPCM
521
Hunter Perkins Capital Management
Illinois
$435K +$414K +2,990 New
BFG
522
Bleakley Financial Group
New Jersey
$433K +$48.2K +348 +13%
SW
523
Simplicity Wealth
New Jersey
$433K +$413K +2,978 New
MOS
524
MGO One Seven
Ohio
$429K -$2.22K -16 -0.5%
FT
525
Fiduciary Trust
Massachusetts
$429K +$10.1K +73 +3%

MTB Hedge Fund Activity: Q1 2024 in Review

893 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in M&T Bank (MTB) for Q1 2024, worth a combined $20.4B — up 3.1% from $19.8B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new MTB positions and 84 closed out — a net gain of 15 holders — while 291 added to existing stakes and 345 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $286M. The largest seller was Morgan Stanley, cutting an estimated $352M.

  • 893 institutional investors held M&T Bank (MTB) as of Q1 2024, up from 887 in Q4 2023.
  • Funds reported $20.4B of M&T Bank stock for Q1 2024, up 3.1% quarter-over-quarter.
  • 99 funds opened new M&T Bank positions in Q1 2024 and 84 closed out, a net change of +15 holders.
  • The largest M&T Bank buyer in Q1 2024 was Fidelity Investments, an estimated $286M added.
  • The largest M&T Bank seller in Q1 2024 was Morgan Stanley, an estimated $352M sold.

Based on aggregated 13F filings for Q1 2024.