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M&T Bank

804 hedge funds and large institutions have $17.6B invested in M&T Bank in 2023 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 274 increasing their positions, 307 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

2% more capital invested

Capital invested by funds: $17.2B → $17.6B (+$401M)

0.06% more ownership

Funds ownership: 83.98%84.04% (+0.06%)

3% less funds holding

Funds holding: 828804 (-24)

11% less repeat investments, than reductions

Existing positions increased: 274 | Existing positions reduced: 307

12% less first-time investments, than exits

New positions opened: 72 | Existing positions closed: 82

71% less call options, than puts

Call options by funds: $185M | Put options by funds: $645M

Holders
804
Holders Change
-24
Holders Change %
-2.9%
% of All Funds
12.76%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
72
Increased
274
Reduced
307
Closed
82
Calls
$185M
Puts
$645M
Net Calls
-$460M
Net Calls Change
+$2.38M
Name Holding Trade Value Shares
Change
Change in
Stake
VA
526
Valmark Advisers
Ohio
$321K
JWCA
527
J.W. Coons Advisors
Ohio
$314K -$112K -855 -26%
SP
528
Symmetry Partners
Connecticut
$313K
FHA
529
First Horizon Advisors
Tennessee
$312K +$40.4K +310 +14%
HWM
530
Howard Wealth Management
Connecticut
$311K
AC
531
Avestar Capital
New York
$311K -$22.6K -173 -7%
KWMG
532
King Wealth Management Group
Florida
$311K -$7.04K -54 -2%
SWS
533
SYSTM Wealth Solutions
Illinois
$308K -$54K -414 -15%
LFA
534
Legacy Financial Advisors
Kentucky
$308K +$11.7K +90 +4%
APWM
535
Argonautica Private Wealth Management
Massachusetts
$307K
BHWM
536
Bar Harbor Wealth Management
New Hampshire
$304K
CCA
537
Cobblestone Capital Advisors
New York
$301K -$11K -84 -3%
SPC
538
Sigma Planning Corp
Michigan
$300K +$3.52K +27 +1%
MAG
539
MRA Advisory Group
New Jersey
$300K +$310K +2,373 New
FMAEN1
540
Fund Management at Engine No 1
California
$300K +$27.4K +210 +10%
WIP
541
WealthCare Investment Partners
Rhode Island
$299K
NS
542
NBC Securities
Alabama
$299K +$309K +2,371 New
SAM
543
Silvercrest Asset Management
New York
$298K
LJAC
544
L.J. Altfest & Co
New York
$298K -$783 -6 -0.3%
MA
545
Mutual Advisors
Nebraska
$297K -$6K -46 -2%
BCV
546
Banque Cantonale Vaudoise
Switzerland
$297K -$6.91K -53 -2%
HI
547
Horizon Investments
North Carolina
$295K +$913 +7 +0.3%
CIS
548
Connors Investor Services
Pennsylvania
$291K
RCAG
549
Rehmann Capital Advisory Group
Michigan
$289K +$32.5K +249 +12%
MYLI
550
Meiji Yasuda Life Insurance
Japan
$289K -$253K -1,940 -46%

MTB Hedge Fund Activity: Q3 2023 in Review

804 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in M&T Bank (MTB) for Q3 2023, worth a combined $17.6B — up 2.3% from $17.2B a quarter earlier.

Sellers outnumbered buyers: 82 funds closed out of MTB and 72 opened new positions — a net loss of 10 holders — while 307 trimmed existing stakes and 274 added.

The largest buyer was Invesco, adding an estimated $84.9M. The largest seller was Wellington Management Group, cutting an estimated $87.1M.

  • 804 institutional investors held M&T Bank (MTB) as of Q3 2023, down from 828 in Q2 2023.
  • Funds reported $17.6B of M&T Bank stock for Q3 2023, up 2.3% quarter-over-quarter.
  • 72 funds opened new M&T Bank positions in Q3 2023 and 82 closed out, a net change of -10 holders.
  • The largest M&T Bank buyer in Q3 2023 was Invesco, an estimated $84.9M added.
  • The largest M&T Bank seller in Q3 2023 was Wellington Management Group, an estimated $87.1M sold.

Based on aggregated 13F filings for Q3 2023.