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M&T Bank

828 hedge funds and large institutions have $17.2B invested in M&T Bank in 2023 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 278 increasing their positions, 329 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

1.09% more ownership

Funds ownership: 82.89%83.98% (+1.1%)

7% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 81

4% more capital invested

Capital invested by funds: $16.6B → $17.2B (+$612M)

0% more funds holding

Funds holding: 825828 (+3)

16% less repeat investments, than reductions

Existing positions increased: 278 | Existing positions reduced: 329

71% less call options, than puts

Call options by funds: $185M | Put options by funds: $648M

Holders
828
Holders Change
+3
Holders Change %
+0.36%
% of All Funds
13%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
87
Increased
278
Reduced
329
Closed
81
Calls
$185M
Puts
$648M
Net Calls
-$463M
Net Calls Change
-$421M
Name Holding Trade Value Shares
Change
Change in
Stake
SWS
526
SYSTM Wealth Solutions
Illinois
$353K -$285K -2,356 -45%
MOS
527
MGO One Seven
Ohio
$348K -$30.9K -255 -8%
FFM
528
Forum Financial Management
Illinois
$347K -$242 -2 -0.1%
CNBT
529
Canandaigua National Bank & Trust
New York
$347K -$10.4K -86 -3%
MFA
530
Mayflower Financial Advisors
Massachusetts
$344K -$6.9K -57 -2%
CAS
531
CTC Alternative Strategies
Illinois
$340K +$333K +2,750 New
CAM
532
Carret Asset Management
New York
$339K
MCM
533
Magnolia Capital Management
New York
$338K
IFG
534
Independent Financial Group
California
$337K -$1.21K -10 -0.4%
BC
535
Burney Company
Virginia
$336K -$53.4K -441 -14%
BBHC
536
Brown Brothers Harriman & Co
New York
$335K -$74.2K -613 -18%
FC
537
Forte Capital
New York
$333K -$27.1K -224 -8%
LWAM
538
Legacy Wealth Asset Management
Minnesota
$332K +$325K +2,686 New
PWP
539
Principle Wealth Partners
Connecticut
$331K -$11.1K -92 -3%
AC
540
Avestar Capital
New York
$326K -$3.99K -33 -1%
CBC
541
Coombe, Bender & Co
New York
$325K -$14.2K -117 -4%
QT
542
Quantbot Technologies
New York
$322K -$1.45M -11,965 -82%
ALAM
543
Asahi Life Asset Management
Japan
$321K +$313K +2,590 New
VA
544
Valmark Advisers
Ohio
$314K
KWMG
545
King Wealth Management Group
Florida
$311K
VAM
546
Vontobel Asset Management
New York
$311K -$32.7K -270 -10%
GT
547
Greenleaf Trust
Michigan
$310K +$50.5K +417 +20%
WC
548
Wexford Capital
Florida
$309K +$302K +2,500 New
FA
549
FDx Advisors
Illinois
$308K +$26.6K +220 +10%
WIP
550
WealthCare Investment Partners
Rhode Island
$308K +$3.02K +25 +1%

MTB Hedge Fund Activity: Q2 2023 in Review

828 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in M&T Bank (MTB) for Q2 2023, worth a combined $17.2B — up 3.7% from $16.6B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new MTB positions and 81 closed out — a net gain of 6 holders — while 278 added to existing stakes and 329 trimmed.

The largest buyer was LSV Asset Management, adding an estimated $77.9M. The largest seller was Ninety One (UK), exiting entirely with an estimated $84M sold.

  • 828 institutional investors held M&T Bank (MTB) as of Q2 2023, up from 825 in Q1 2023.
  • Funds reported $17.2B of M&T Bank stock for Q2 2023, up 3.7% quarter-over-quarter.
  • 87 funds opened new M&T Bank positions in Q2 2023 and 81 closed out, a net change of +6 holders.
  • The largest M&T Bank buyer in Q2 2023 was LSV Asset Management, an estimated $77.9M added.
  • The largest M&T Bank seller in Q2 2023 was Ninety One (UK), an estimated $84M sold.

Based on aggregated 13F filings for Q2 2023.