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M&T Bank

577 hedge funds and large institutions have $20B invested in M&T Bank in 2016 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 160 increasing their positions, 230 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more funds holding in top 10

Funds holding in top 10: 311 (+8)

173% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 33

42% more capital invested

Capital invested by funds: $14.1B → $20B (+$5.92B)

20% more call options, than puts

Call options by funds: $83M | Put options by funds: $69.1M

10% more funds holding

Funds holding: 525577 (+52)

4.74% more ownership

Funds ownership: 77.63%82.37% (+4.7%)

30% less repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 230

Holders
577
Holders Change
+52
Holders Change %
+9.9%
% of All Funds
14.43%
Holding in Top 10
11
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+266.67%
% of All Funds
0.28%
New
90
Increased
160
Reduced
230
Closed
33
Calls
$83M
Puts
$69.1M
Net Calls
+$13.9M
Net Calls Change
-$1.46M
Name Holding Trade Value Shares
Change
Change in
Stake
SNT
551
Security National Trust
West Virginia
$8K
CPA
552
Clear Perspective Advisors
Illinois
$7K +$5.96K +44 New
MUS
553
Mitsubishi UFJ Securities
Japan
$6K -$18.9K -140 -78%
QCG
554
Quadrant Capital Group
Ohio
$6K -$1.49K -11 -21%
CFA
555
Carroll Financial Associates
North Carolina
$6K
OC
556
Oakworth Capital
Alabama
$6K
VWM
557
Valley Wealth Managers
New Jersey
$6K
AWM
558
Avior Wealth Management
Nebraska
$6K +$5.55K +41 New
PRS
559
Pinkerton Retirement Specialists
Idaho
$5K -$812 -6 -17%
HIIFS
560
Harel Insurance Investments & Financial Services
Israel
$5K
KT
561
Kanaly Trust
Texas
$4K
PCP
562
Proficio Capital Partners
Massachusetts
$4K
TFO
563
Tarbox Family Office
California
$4K
GBT
564
Grove Bank & Trust
Florida
$4K +$3.65K +27 New
CPIG
565
Chicago Partners Investment Group
Illinois
$3K +$2.17K +16 New
SPIA
566
Steward Partners Investment Advisory
New York
$3K +$3.25K +24 New
SWA
567
Sutton Wealth Advisors
Florida
$2.82K
SA
568
SRH Advisors
Kansas
$2K
WTB
569
Washington Trust Bank
Washington
$2K
LS
570
Livforsakringsbolaget Skandia
Sweden
$1.11K -$1.83M -13,492 -65%
GWS
571
Glassman Wealth Services
Virginia
$1K
WA
572
WFG Advisors
Texas
$1K
Twin Tree Management
573
Twin Tree Management
Texas
$1K +$541 +4 New
Financial Engines Advisors
574
Financial Engines Advisors
California
$1K +$1.22K +9 New
CFA
575
CT Financial Advisors
Pennsylvania
$939

MTB Hedge Fund Activity: Q4 2016 in Review

577 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in M&T Bank (MTB) for Q4 2016, worth a combined $20B — up 42% from $14.1B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new MTB positions and 33 closed out — a net gain of 57 holders — while 160 added to existing stakes and 230 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $599M. The largest seller was Wellington Management Group, cutting an estimated $290M.

  • 577 institutional investors held M&T Bank (MTB) as of Q4 2016, up from 525 in Q3 2016.
  • Funds reported $20B of M&T Bank stock for Q4 2016, up 42% quarter-over-quarter.
  • 90 funds opened new M&T Bank positions in Q4 2016 and 33 closed out, a net change of +57 holders.
  • The largest M&T Bank buyer in Q4 2016 was Capital Research Global Investors, an estimated $599M added.
  • The largest M&T Bank seller in Q4 2016 was Wellington Management Group, an estimated $290M sold.

Based on aggregated 13F filings for Q4 2016.