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M&T Bank

594 hedge funds and large institutions have $11.2B invested in M&T Bank in 2020 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 196 increasing their positions, 216 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

10% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 70

0.75% more ownership

Funds ownership: 83.2%83.95% (+0.75%)

0% more funds holding

Funds holding: 592594 (+2)

0% more capital invested

Capital invested by funds: $11.2B → $11.2B (+$5.88M)

9% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 216

20% less call options, than puts

Call options by funds: $32.7M | Put options by funds: $40.9M

Holders
594
Holders Change
+2
Holders Change %
+0.34%
% of All Funds
12.18%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
77
Increased
196
Reduced
216
Closed
70
Calls
$32.7M
Puts
$40.9M
Net Calls
-$8.16M
Net Calls Change
-$12.5M
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
526
Gemmer Asset Management
California
$16K +$5.91K +56 +58%
EI
527
Ellevest Inc
New York
$15K +$633 +6 +4%
AF
528
Allworth Financial
California
$14K
TFO
529
Tarbox Family Office
California
$14K +$10.6K +100 +263%
RFA
530
Reilly Financial Advisors
California
$13K
SIM
531
Sonora Investment Management
Arizona
$13K
BAM
532
Barrett Asset Management
New York
$13K +$13.2K +125 New
SGAM
533
Smith Group Asset Management
Texas
$12K
IA
534
IFP Advisors
Florida
$12K +$8.45K +80 +154%
CFA
535
Carroll Financial Associates
North Carolina
$11K
DOA
536
D'Orazio & Associates
Virginia
$11K
EWA
537
Evolution Wealth Advisors
Florida
$11K +$8.34K +79 +316%
QCG
538
Quadrant Capital Group
Ohio
$10K -$90.1K -853 -90%
BCA
539
Berman Capital Advisors
Georgia
$10K -$19.3K -183 -64%
EW
540
Evoke Wealth
California
$10K -$1.37K -13 -12%
OAJ
541
Ogorek Anthony Joseph
New York
$10K
SIAS
542
Shine Investment Advisory Services
Colorado
$10K
EWM
543
Endurance Wealth Management
Rhode Island
$9K
PA
544
Procyon Advisors
Connecticut
$9K +$950 +9 +11%
VFA
545
Valeo Financial Advisors
Indiana
$9K +$7.81K +74 +463%
EARNEST Partners
546
EARNEST Partners
Georgia
$8K
JGIA
547
Jackson Grant Investment Advisers
Connecticut
$8K
SLF
548
Sun Life Financial
Ontario, Canada
$8K
WB
549
Webster Bank
Connecticut
$8K
FMII
550
Farmers & Merchants Investments Inc
Nebraska
$7K +$528 +5 +8%

MTB Hedge Fund Activity: Q2 2020 in Review

594 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in M&T Bank (MTB) for Q2 2020, worth a combined $11.2B — up 0.05% from $11.2B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new MTB positions and 70 closed out — a net gain of 7 holders — while 196 added to existing stakes and 216 trimmed.

The largest buyer was Charles Schwab, adding an estimated $97.5M. The largest seller was Wellington Management Group, cutting an estimated $159M.

  • 594 institutional investors held M&T Bank (MTB) as of Q2 2020, up from 592 in Q1 2020.
  • Funds reported $11.2B of M&T Bank stock for Q2 2020, up 0.05% quarter-over-quarter.
  • 77 funds opened new M&T Bank positions in Q2 2020 and 70 closed out, a net change of +7 holders.
  • The largest M&T Bank buyer in Q2 2020 was Charles Schwab, an estimated $97.5M added.
  • The largest M&T Bank seller in Q2 2020 was Wellington Management Group, an estimated $159M sold.

Based on aggregated 13F filings for Q2 2020.