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M&T Bank

577 hedge funds and large institutions have $20B invested in M&T Bank in 2016 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 160 increasing their positions, 230 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more funds holding in top 10

Funds holding in top 10: 311 (+8)

173% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 33

42% more capital invested

Capital invested by funds: $14.1B → $20B (+$5.92B)

20% more call options, than puts

Call options by funds: $83M | Put options by funds: $69.1M

10% more funds holding

Funds holding: 525577 (+52)

4.74% more ownership

Funds ownership: 77.63%82.37% (+4.7%)

30% less repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 230

Holders
577
Holders Change
+52
Holders Change %
+9.9%
% of All Funds
14.43%
Holding in Top 10
11
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+266.67%
% of All Funds
0.28%
New
90
Increased
160
Reduced
230
Closed
33
Calls
$83M
Puts
$69.1M
Net Calls
+$13.9M
Net Calls Change
-$1.46M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
526
Anchor Investment Management
South Carolina
$35.2K +$30.4K +225 New
BC
527
Bartlett & Co
Ohio
$35K
CAW
528
Cornerstone Advisors (Washington)
Washington
$34K
AAP
529
Arax Advisory Partners
Colorado
$33K +$28.4K +210 New
JGIA
530
Jackson Grant Investment Advisers
Connecticut
$31K
NSIM
531
North Star Investment Management
Illinois
$31K
PCM
532
Penserra Capital Management
California
$30K +$7.31K +54 +39%
PFGIA
533
Patriot Financial Group Insurance Agency
Massachusetts
$27K +$23K +170 New
EWM
534
Edge Wealth Management
New York
$25K
WB
535
Webster Bank
Connecticut
$25K +$21.5K +159 New
BKA
536
Brick & Kyle Associates
Pennsylvania
$23K
GAM
537
Gemmer Asset Management
California
$21K
EWM
538
Endurance Wealth Management
Rhode Island
$19K -$1.62K -12 -9%
DADC
539
D.A. Davidson & Co
Montana
$18K +$1.49K +11 +10%
DOA
540
D'Orazio & Associates
Virginia
$16K
EFSCE
541
Enterprise Financial Services Corp (EFSC)
Missouri
$16K
MRCM
542
M&R Capital Management
New Jersey
$16K +$13.5K +100 +2,000%
TWA
543
TCI Wealth Advisors
Arizona
$14K
EARNEST Partners
544
EARNEST Partners
Georgia
$12K +$10.2K +75 New
EF
545
Empirical Finance
Pennsylvania
$12K +$10.2K +75 New
WPA
546
West Paces Advisors
Georgia
$11.4K +$9.88K +73 New
PFBT
547
Parkside Financial Bank & Trust
Missouri
$10K +$1.62K +12 +24%
RBC
548
Roble Belko & Company
Pennsylvania
$9K +$8.12K +60 New
WIM
549
Westside Investment Management
California
$8.16K +$7.04K +52 New
FPFS
550
First Personal Financial Services
North Carolina
$8K

MTB Hedge Fund Activity: Q4 2016 in Review

577 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in M&T Bank (MTB) for Q4 2016, worth a combined $20B — up 42% from $14.1B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new MTB positions and 33 closed out — a net gain of 57 holders — while 160 added to existing stakes and 230 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $599M. The largest seller was Wellington Management Group, cutting an estimated $290M.

  • 577 institutional investors held M&T Bank (MTB) as of Q4 2016, up from 525 in Q3 2016.
  • Funds reported $20B of M&T Bank stock for Q4 2016, up 42% quarter-over-quarter.
  • 90 funds opened new M&T Bank positions in Q4 2016 and 33 closed out, a net change of +57 holders.
  • The largest M&T Bank buyer in Q4 2016 was Capital Research Global Investors, an estimated $599M added.
  • The largest M&T Bank seller in Q4 2016 was Wellington Management Group, an estimated $290M sold.

Based on aggregated 13F filings for Q4 2016.