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M&T Bank

893 hedge funds and large institutions have $20.4B invested in M&T Bank in 2024 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 291 increasing their positions, 345 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 84

3% more capital invested

Capital invested by funds: $19.8B → $20.4B (+$605M)

1% more funds holding

Funds holding: 887893 (+6)

2.78% less ownership

Funds ownership: 87.08%84.3% (-2.8%)

16% less repeat investments, than reductions

Existing positions increased: 291 | Existing positions reduced: 345

20% less call options, than puts

Call options by funds: $134M | Put options by funds: $167M

50% less funds holding in top 10

Funds holding in top 10: 84 (-4)

Holders
893
Holders Change
+6
Holders Change %
+0.68%
% of All Funds
12.86%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
99
Increased
291
Reduced
345
Closed
84
Calls
$134M
Puts
$167M
Net Calls
-$32.9M
Net Calls Change
+$6.27M
Name Holding Trade Value Shares
Change
Change in
Stake
LSAG
526
Lake Street Advisors Group
New Hampshire
$427K -$7.34K -53 -2%
SSWM
527
Strait & Sound Wealth Management
California
$418K
PRC
528
Pearl River Capital
Michigan
$418K -$1.94M -13,967 -83%
HR
529
Howe & Rusling
New York
$415K +$396K +2,855 New
DC
530
Davenport & Co
Virginia
$415K -$58.3K -421 -13%
OBWG
531
Onyx Bridge Wealth Group
New York
$414K -$131K -946 -25%
RWA
532
River Wealth Advisors
Pennsylvania
$413K -$52K -375 -12%
VH
533
Visionary Horizons
Tennessee
$413K +$425K +3,067 New
AFM
534
Armstrong Fleming & Moore
District of Columbia
$412K -$160K -1,155 -29%
FFM
535
Forum Financial Management
Illinois
$408K
FDCDDQ
536
Federation des caisses Desjardins du Quebec
Quebec, Canada
$407K +$233K +1,684 +146%
MA
537
MONECO Advisors
Connecticut
$407K -$112K -810 -22%
MFA
538
Mayflower Financial Advisors
Massachusetts
$407K +$1.52K +11 +0.4%
CBC
539
Coombe, Bender & Co
New York
$406K +$23.4K +169 +6%
LWAM
540
Legacy Wealth Asset Management
Minnesota
$404K +$5.82K +42 +2%
QWM
541
Quadcap Wealth Management
Texas
$401K -$52.2K -377 -12%
LMKC
542
L.M. Kohn & Company
Ohio
$401K -$1.11K -8 -0.3%
BBHC
543
Brown Brothers Harriman & Co
New York
$399K
WSTAM
544
Wilbanks Smith & Thomas Asset Management
Virginia
$398K -$7.76K -56 -2%
CIC
545
Carnegie Investment Counsel
Ohio
$397K -$24.2K -175 -6%
GCM
546
Graham Capital Management
Connecticut
$396K +$378K +2,725 New
IFG
547
Independent Financial Group
California
$396K +$416 +3 +0.1%
BIAS
548
Beacon Investment Advisory Services
New Jersey
$396K
IMCOOI
549
Investment Management Corp of Ontario (IMCO)
Canada
$389K -$166K -1,200 -31%
PWP
550
Principle Wealth Partners
Connecticut
$387K

MTB Hedge Fund Activity: Q1 2024 in Review

893 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in M&T Bank (MTB) for Q1 2024, worth a combined $20.4B — up 3.1% from $19.8B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new MTB positions and 84 closed out — a net gain of 15 holders — while 291 added to existing stakes and 345 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $286M. The largest seller was Morgan Stanley, cutting an estimated $352M.

  • 893 institutional investors held M&T Bank (MTB) as of Q1 2024, up from 887 in Q4 2023.
  • Funds reported $20.4B of M&T Bank stock for Q1 2024, up 3.1% quarter-over-quarter.
  • 99 funds opened new M&T Bank positions in Q1 2024 and 84 closed out, a net change of +15 holders.
  • The largest M&T Bank buyer in Q1 2024 was Fidelity Investments, an estimated $286M added.
  • The largest M&T Bank seller in Q1 2024 was Morgan Stanley, an estimated $352M sold.

Based on aggregated 13F filings for Q1 2024.