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M&T Bank

585 hedge funds and large institutions have $19.4B invested in M&T Bank in 2017 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 195 increasing their positions, 217 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 39

1% more funds holding

Funds holding: 579585 (+6)

3% more capital invested

Capital invested by funds: $18.9B → $19.4B (+$481M)

1.68% less ownership

Funds ownership: 79.64%77.97% (-1.7%)

10% less repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 217

31% less call options, than puts

Call options by funds: $40.3M | Put options by funds: $58.8M

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
585
Holders Change
+6
Holders Change %
+1.04%
% of All Funds
14.58%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.15%
New
48
Increased
195
Reduced
217
Closed
39
Calls
$40.3M
Puts
$58.8M
Net Calls
-$18.4M
Net Calls Change
+$620K
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
526
Global Retirement Partners
California
$43K
BWA
527
Burt Wealth Advisors
Maryland
$40K
AIM
528
Anchor Investment Management
South Carolina
$36.4K
BC
529
Bartlett & Co
Ohio
$36K
Simplex Trading
530
Simplex Trading
Illinois
$36K +$35.7K +226 New
CAW
531
Cornerstone Advisors (Washington)
Washington
$35K
AAP
532
Arax Advisory Partners
Colorado
$34K +$158 +1 +0.5%
SGAM
533
Smith Group Asset Management
Texas
$34K +$33.1K +210 New
NSIM
534
North Star Investment Management
Illinois
$32K
JGIA
535
Jackson Grant Investment Advisers
Connecticut
$32K +$158 +1 +0.5%
PFGIA
536
Patriot Financial Group Insurance Agency
Massachusetts
$28K
JFGIW
537
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$27K -$11.8K -75 -31%
RFA
538
Reilly Financial Advisors
California
$27K
TWA
539
TCI Wealth Advisors
Arizona
$27K +$11.8K +75 +83%
EWM
540
Edge Wealth Management
New York
$26K
WB
541
Webster Bank
Connecticut
$26K
OIA
542
OneDigital Investment Advisors
Kansas
$23K +$22.4K +142 New
GAM
543
Gemmer Asset Management
California
$22K
EWM
544
Endurance Wealth Management
Rhode Island
$21K
PFO
545
Pathstone Family Office
New Jersey
$21K +$19.7K +125 +4,167%
ASN
546
Advisory Services Network
Georgia
$19K +$6.31K +40 +51%
CFA
547
Carroll Financial Associates
North Carolina
$18K +$11.4K +72 +176%
OAM
548
Oppenheimer Asset Management
New York
$17K -$86.5K -548 -84%
DOA
549
D'Orazio & Associates
Virginia
$17K
SNT
550
Security National Trust
West Virginia
$17K

MTB Hedge Fund Activity: Q2 2017 in Review

585 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in M&T Bank (MTB) for Q2 2017, worth a combined $19.4B — up 2.5% from $18.9B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new MTB positions and 39 closed out — a net gain of 9 holders — while 195 added to existing stakes and 217 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $114M. The largest seller was Fidelity Investments, cutting an estimated $258M.

  • 585 institutional investors held M&T Bank (MTB) as of Q2 2017, up from 579 in Q1 2017.
  • Funds reported $19.4B of M&T Bank stock for Q2 2017, up 2.5% quarter-over-quarter.
  • 48 funds opened new M&T Bank positions in Q2 2017 and 39 closed out, a net change of +9 holders.
  • The largest M&T Bank buyer in Q2 2017 was Janus Henderson Group, an estimated $114M added.
  • The largest M&T Bank seller in Q2 2017 was Fidelity Investments, an estimated $258M sold.

Based on aggregated 13F filings for Q2 2017.