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M&T Bank

579 hedge funds and large institutions have $18.9B invested in M&T Bank in 2017 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 165 increasing their positions, 250 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 49

0% more funds holding

Funds holding: 577579 (+2)

2.73% less ownership

Funds ownership: 82.37%79.64% (-2.7%)

5% less capital invested

Capital invested by funds: $20B → $18.9B (-$1.03B)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

28% less call options, than puts

Call options by funds: $48.8M | Put options by funds: $67.9M

34% less repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 250

Holders
579
Holders Change
+2
Holders Change %
+0.35%
% of All Funds
14.41%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.22%
New
60
Increased
165
Reduced
250
Closed
49
Calls
$48.8M
Puts
$67.9M
Net Calls
-$19.1M
Net Calls Change
-$32.9M
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
526
Global Retirement Partners
California
$41K -$1.94K -12 -4%
BWA
527
Burt Wealth Advisors
Maryland
$38K
JFGIW
528
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$37K
BC
529
Bartlett & Co
Ohio
$35K
AIM
530
Anchor Investment Management
South Carolina
$34.8K
CAW
531
Cornerstone Advisors (Washington)
Washington
$34K
AAP
532
Arax Advisory Partners
Colorado
$32K
JGIA
533
Jackson Grant Investment Advisers
Connecticut
$31K
NSIM
534
North Star Investment Management
Illinois
$31K
PFGIA
535
Patriot Financial Group Insurance Agency
Massachusetts
$26K
RFA
536
Reilly Financial Advisors
California
$26K +$27K +167 New
EWM
537
Edge Wealth Management
New York
$25K
WB
538
Webster Bank
Connecticut
$25K
BKA
539
Brick & Kyle Associates
Pennsylvania
$23K
GAM
540
Gemmer Asset Management
California
$21K
PHK
541
Point72 Hong Kong
Hong Kong
$20K +$21.4K +132 New
EWM
542
Endurance Wealth Management
Rhode Island
$19K
DOA
543
D'Orazio & Associates
Virginia
$16K
EFSCE
544
Enterprise Financial Services Corp (EFSC)
Missouri
$16K
SNT
545
Security National Trust
West Virginia
$15K +$7.28K +45 +79%
TWA
546
TCI Wealth Advisors
Arizona
$14K -$162 -1 -1%
SPIA
547
Steward Partners Investment Advisory
New York
$12K +$8.9K +55 +229%
ASN
548
Advisory Services Network
Georgia
$12K +$12.6K +78 New
WPA
549
West Paces Advisors
Georgia
$11.3K
AC
550
Alexandria Capital
Virginia
$9K -$35.3K -218 -79%

MTB Hedge Fund Activity: Q1 2017 in Review

579 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in M&T Bank (MTB) for Q1 2017, worth a combined $18.9B — down 5.2% from $20B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new MTB positions and 49 closed out — a net gain of 11 holders — while 165 added to existing stakes and 250 trimmed.

The largest buyer was BlackRock, adding an estimated $1.59B. The largest seller was Fidelity Investments, cutting an estimated $368M.

  • 579 institutional investors held M&T Bank (MTB) as of Q1 2017, up from 577 in Q4 2016.
  • Funds reported $18.9B of M&T Bank stock for Q1 2017, down 5.2% quarter-over-quarter.
  • 60 funds opened new M&T Bank positions in Q1 2017 and 49 closed out, a net change of +11 holders.
  • The largest M&T Bank buyer in Q1 2017 was BlackRock, an estimated $1.59B added.
  • The largest M&T Bank seller in Q1 2017 was Fidelity Investments, an estimated $368M sold.

Based on aggregated 13F filings for Q1 2017.