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M&T Bank

941 hedge funds and large institutions have $25.7B invested in M&T Bank in 2024 Q3 according to their latest regulatory filings, with 111 funds opening new positions, 330 increasing their positions, 337 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more funds holding in top 10

Funds holding in top 10: 711 (+4)

42% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 78

33% more call options, than puts

Call options by funds: $154M | Put options by funds: $116M

20% more capital invested

Capital invested by funds: $21.5B → $25.7B (+$4.23B)

3% more funds holding

Funds holding: 918941 (+23)

1.45% more ownership

Funds ownership: 85.23%86.68% (+1.5%)

2% less repeat investments, than reductions

Existing positions increased: 330 | Existing positions reduced: 337

Holders
941
Holders Change
+23
Holders Change %
+2.51%
% of All Funds
13.51%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.16%
New
111
Increased
330
Reduced
337
Closed
78
Calls
$154M
Puts
$116M
Net Calls
+$38.3M
Net Calls Change
-$23.3M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
501
Smartleaf Asset Management
Massachusetts
$554K +$90.7K +547 +21%
JGUA
502
John G. Ullman & Associates
New York
$553K +$515K +3,106 New
CAG
503
Crestwood Advisors Group
Massachusetts
$553K +$9.45K +57 +2%
RJT
504
Raymond James Trust
Florida
$546K +$109K +656 +27%
CCM
505
Cutler Capital Management
Massachusetts
$540K
MAS
506
Meeder Advisory Services
Ohio
$540K +$58K +350 +13%
LSAG
507
Lake Street Advisors Group
New Hampshire
$538K +$5.97K +36 +1%
HPCM
508
Hunter Perkins Capital Management
Illinois
$533K
A
509
AlphaQuest
New York
$532K -$47.9K -289 -9%
LWAM
510
Legacy Wealth Asset Management
Minnesota
$531K -$3.15K -19 -0.6%
WT
511
Whittier Trust
California
$530K -$8.46K -51 -2%
BRWA
512
B. Riley Wealth Advisors
Florida
$530K -$88K -531 -15%
NWMG
513
National Wealth Management Group
Ohio
$529K +$492K +2,970 New
SPC
514
Sigma Planning Corp
Michigan
$523K -$7.96K -48 -2%
TW
515
TritonPoint Wealth
Maryland
$522K -$69.1K -417 -12%
DC
516
Davenport & Co
Virginia
$518K -$24K -145 -5%
SWP
517
Strategic Wealth Partners
Ohio
$517K -$16.4K -99 -3%
CL
518
CSS LLC
Illinois
$509K +$474K +2,860 New
GC
519
Grimes & Company
Massachusetts
$509K +$4.48K +27 +1%
CPA
520
Court Place Advisors
Maryland
$508K -$9.95K -60 -2%
BIAS
521
Beacon Investment Advisory Services
New Jersey
$508K +$21.6K +130 +5%
CA
522
Clearstead Advisors
Ohio
$505K +$3.48K +21 +0.7%
AFM
523
Armstrong Fleming & Moore
District of Columbia
$504K
OBWG
524
Onyx Bridge Wealth Group
New York
$503K +$166 +1 +0%
MA
525
Montag & Associates
Georgia
$502K -$40.8K -246 -8%

MTB Hedge Fund Activity: Q3 2024 in Review

941 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in M&T Bank (MTB) for Q3 2024, worth a combined $25.7B — up 20% from $21.5B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new MTB positions and 78 closed out — a net gain of 33 holders — while 330 added to existing stakes and 337 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $306M. The largest seller was Wellington Management Group, cutting an estimated $242M.

  • 941 institutional investors held M&T Bank (MTB) as of Q3 2024, up from 918 in Q2 2024.
  • Funds reported $25.7B of M&T Bank stock for Q3 2024, up 20% quarter-over-quarter.
  • 111 funds opened new M&T Bank positions in Q3 2024 and 78 closed out, a net change of +33 holders.
  • The largest M&T Bank buyer in Q3 2024 was Morgan Stanley, an estimated $306M added.
  • The largest M&T Bank seller in Q3 2024 was Wellington Management Group, an estimated $242M sold.

Based on aggregated 13F filings for Q3 2024.