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M&T Bank

887 hedge funds and large institutions have $19.8B invested in M&T Bank in 2023 Q4 according to their latest regulatory filings, with 156 funds opening new positions, 270 increasing their positions, 328 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more first-time investments, than exits

New positions opened: 156 | Existing positions closed: 63

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

12% more capital invested

Capital invested by funds: $17.6B → $19.8B (+$2.18B)

10% more funds holding

Funds holding: 804887 (+83)

3.04% more ownership

Funds ownership: 84.04%87.08% (+3%)

18% less repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 328

24% less call options, than puts

Call options by funds: $122M | Put options by funds: $161M

Holders
887
Holders Change
+83
Holders Change %
+10.32%
% of All Funds
12.93%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
156
Increased
270
Reduced
328
Closed
63
Calls
$122M
Puts
$161M
Net Calls
-$39.2M
Net Calls Change
+$421M
Name Holding Trade Value Shares
Change
Change in
Stake
WWM
526
Western Wealth Management
Colorado
$432K
BAMF
527
BI Asset Management Fondsmaeglerselskab
Denmark
$431K -$14.2M -112,670 -97%
QWM
528
Quadcap Wealth Management
Texas
$430K +$394K +3,136 New
PMAM
529
Penn Mutual Asset Management
Pennsylvania
$428K +$192K +1,525 +95%
PFPT
530
Pinnacle Financial Partners (Tennessee)
Tennessee
$426K -$423K -3,364 -52%
CAG
531
Crestwood Advisors Group
Massachusetts
$426K +$377 +3 +0.1%
DWM
532
Dakota Wealth Management
Florida
$425K +$390K +3,101 New
HI
533
Horizon Investments
North Carolina
$421K +$93K +740 +32%
GVAG
534
Great Valley Advisor Group
Delaware
$420K +$880 +7 +0.2%
WIC
535
Woodmont Investment Counsel
Tennessee
$415K -$28.3K -225 -7%
KeyBank National Association
536
KeyBank National Association
Ohio
$414K -$183K -1,456 -33%
CCM
537
Cutler Capital Management
Massachusetts
$412K +$3.39K +27 +0.9%
LSAG
538
Lake Street Advisors Group
New Hampshire
$410K +$376K +2,991 New
MOS
539
MGO One Seven
Ohio
$407K +$21.9K +174 +6%
SSWM
540
Strait & Sound Wealth Management
California
$405K -$5.03K -40 -1%
LAM
541
Lewis Asset Management
California
$403K +$369K +2,939 New
SC
542
Sapient Capital
Indiana
$400K +$367K +2,920 New
CPA
543
Court Place Advisors
Maryland
$400K +$147K +1,170 +67%
CIC
544
Carnegie Investment Counsel
Ohio
$398K -$26.9K -214 -7%
MC
545
Machina Capital
France
$397K +$364K +2,896 New
FT
546
Fiduciary Trust
Massachusetts
$395K -$12.6K -100 -3%
FTDI
547
First Trust Direct Indexing
Massachusetts
$394K -$18.5K -147 -5%
LI
548
LVZ Inc
Michigan
$392K +$30.4K +242 +9%
DEA
549
DoubleLine ETF Adviser
Florida
$386K +$32.7K +260 +10%
FFM
550
Forum Financial Management
Illinois
$385K

MTB Hedge Fund Activity: Q4 2023 in Review

887 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in M&T Bank (MTB) for Q4 2023, worth a combined $19.8B — up 12% from $17.6B a quarter earlier.

Buyers outnumbered sellers: 156 funds opened new MTB positions and 63 closed out — a net gain of 93 holders — while 270 added to existing stakes and 328 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $423M. The largest seller was Fidelity Investments, cutting an estimated $109M.

  • 887 institutional investors held M&T Bank (MTB) as of Q4 2023, up from 804 in Q3 2023.
  • Funds reported $19.8B of M&T Bank stock for Q4 2023, up 12% quarter-over-quarter.
  • 156 funds opened new M&T Bank positions in Q4 2023 and 63 closed out, a net change of +93 holders.
  • The largest M&T Bank buyer in Q4 2023 was Morgan Stanley, an estimated $423M added.
  • The largest M&T Bank seller in Q4 2023 was Fidelity Investments, an estimated $109M sold.

Based on aggregated 13F filings for Q4 2023.