We are live on ! Find out more
MTB icon

M&T Bank

600 hedge funds and large institutions have $19B invested in M&T Bank in 2017 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 204 increasing their positions, 209 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 36

3% more funds holding

Funds holding: 585600 (+15)

0.26% less ownership

Funds ownership: 77.97%77.71% (-0.26%)

2% less capital invested

Capital invested by funds: $19.4B → $19B (-$424M)

2% less repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 209

21% less call options, than puts

Call options by funds: $34.5M | Put options by funds: $43.5M

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
600
Holders Change
+15
Holders Change %
+2.56%
% of All Funds
14.96%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.07%
New
58
Increased
204
Reduced
209
Closed
36
Calls
$34.5M
Puts
$43.5M
Net Calls
-$9.02M
Net Calls Change
+$9.42M
Name Holding Trade Value Shares
Change
Change in
Stake
SIAS
526
Shine Investment Advisory Services
Colorado
$71K +$53.4K +340 +340%
DSC
527
Duncker Streett & Co
Missouri
$66K
WAM
528
Wealthspire Advisors (Maryland)
Maryland
$63K +$314 +2 +0.5%
LA
529
Legacy Advisors
Pennsylvania
$62K
ST
530
Smithfield Trust
Pennsylvania
$60K -$2.36K -15 -4%
TSW
531
Thompson Siegel & Walmsley
Virginia
$58K -$7.4M -47,080 -99%
EA
532
Edge Advisors
Georgia
$56K
GLI
533
Guardian Life Insurance
New York
$56K
EMG
534
ETF Managers Group
New Jersey
$55K +$4.4K +28 +9%
FPS
535
Fieldpoint Private Securities
Connecticut
$53K +$52K +331 New
PMFA
536
Plante Moran Financial Advisors
Michigan
$50K
ZB
537
Zions Bancorporation
Utah
$49K -$92.9K -591 -66%
FWC
538
First Washington Corp
Washington
$48K
GRP
539
Global Retirement Partners
California
$42K -$157 -1 -0.4%
PA
540
Parallel Advisors
California
$41K -$14.9K -95 -27%
BWA
541
Burt Wealth Advisors
Maryland
$40K
AIM
542
Anchor Investment Management
South Carolina
$36.2K
BC
543
Bartlett & Co
Ohio
$36K
PCP
544
Proficio Capital Partners
Massachusetts
$36K +$27.3K +174 +348%
CAW
545
Cornerstone Advisors (Washington)
Washington
$35K
SGAM
546
Smith Group Asset Management
Texas
$34K
AAP
547
Arax Advisory Partners
Colorado
$33K -$157 -1 -0.5%
CPIG
548
Chicago Partners Investment Group
Illinois
$32K -$31.4K -200 -50%
JGIA
549
Jackson Grant Investment Advisers
Connecticut
$32K
NSIM
550
North Star Investment Management
Illinois
$32K

MTB Hedge Fund Activity: Q3 2017 in Review

600 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in M&T Bank (MTB) for Q3 2017, worth a combined $19B — down 2.2% from $19.4B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new MTB positions and 36 closed out — a net gain of 22 holders — while 204 added to existing stakes and 209 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $63.6M. The largest seller was Fidelity Investments, cutting an estimated $273M.

  • 600 institutional investors held M&T Bank (MTB) as of Q3 2017, up from 585 in Q2 2017.
  • Funds reported $19B of M&T Bank stock for Q3 2017, down 2.2% quarter-over-quarter.
  • 58 funds opened new M&T Bank positions in Q3 2017 and 36 closed out, a net change of +22 holders.
  • The largest M&T Bank buyer in Q3 2017 was JP Morgan Chase, an estimated $63.6M added.
  • The largest M&T Bank seller in Q3 2017 was Fidelity Investments, an estimated $273M sold.

Based on aggregated 13F filings for Q3 2017.