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M&T Bank

579 hedge funds and large institutions have $18.9B invested in M&T Bank in 2017 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 165 increasing their positions, 250 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 49

0% more funds holding

Funds holding: 577579 (+2)

2.73% less ownership

Funds ownership: 82.37%79.64% (-2.7%)

5% less capital invested

Capital invested by funds: $20B → $18.9B (-$1.03B)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

28% less call options, than puts

Call options by funds: $48.8M | Put options by funds: $67.9M

34% less repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 250

Holders
579
Holders Change
+2
Holders Change %
+0.35%
% of All Funds
14.41%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.22%
New
60
Increased
165
Reduced
250
Closed
49
Calls
$48.8M
Puts
$67.9M
Net Calls
-$19.1M
Net Calls Change
-$32.9M
Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
551
Parkside Financial Bank & Trust
Missouri
$9K
RBC
552
Roble Belko & Company
Pennsylvania
$9K
DADC
553
D.A. Davidson & Co
Montana
$8K -$11K -68 -55%
WIM
554
Westside Investment Management
California
$7.92K
CPA
555
Clear Perspective Advisors
Illinois
$7K
FPFS
556
First Personal Financial Services
North Carolina
$7K
PCP
557
Proficio Capital Partners
Massachusetts
$7K +$2.59K +16 +64%
BWM
558
Baystate Wealth Management
Massachusetts
$7K +$7.28K +45 New
CFA
559
Carroll Financial Associates
North Carolina
$6K
OC
560
Oakworth Capital
Alabama
$6K
VWM
561
Valley Wealth Managers
New Jersey
$6K
QCG
562
Quadrant Capital Group
Ohio
$6K +$485 +3 +7%
Carson Wealth (CWM LLC)
563
Carson Wealth (CWM LLC)
Nebraska
$5K +$4.86K +30 New
MFBTD
564
MB Financial Bank - Trust Department
Illinois
$5K +$5.5K +34 New
GBT
565
Grove Bank & Trust
Florida
$4K
TFO
566
Tarbox Family Office
California
$4K
AAF
567
Andra AP-fonden
Sweden
$3.16K -$421K -2,600 -11%
MUS
568
Mitsubishi UFJ Securities
Japan
$3K -$3.24K -20 -50%
SWA
569
Sutton Wealth Advisors
Florida
$2.79K
SA
570
SRH Advisors
Kansas
$2K
SM
571
Sciencast Management
New Jersey
$1.69K +$1.77M +10,934 New
GWS
572
Glassman Wealth Services
Virginia
$1K
WA
573
WFG Advisors
Texas
$1K
Financial Engines Advisors
574
Financial Engines Advisors
California
$1K +$162 +1 +11%
Walleye Trading
575
Walleye Trading
New York
$621 +$650K +4,015 New

MTB Hedge Fund Activity: Q1 2017 in Review

579 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in M&T Bank (MTB) for Q1 2017, worth a combined $18.9B — down 5.2% from $20B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new MTB positions and 49 closed out — a net gain of 11 holders — while 165 added to existing stakes and 250 trimmed.

The largest buyer was BlackRock, adding an estimated $1.59B. The largest seller was Fidelity Investments, cutting an estimated $368M.

  • 579 institutional investors held M&T Bank (MTB) as of Q1 2017, up from 577 in Q4 2016.
  • Funds reported $18.9B of M&T Bank stock for Q1 2017, down 5.2% quarter-over-quarter.
  • 60 funds opened new M&T Bank positions in Q1 2017 and 49 closed out, a net change of +11 holders.
  • The largest M&T Bank buyer in Q1 2017 was BlackRock, an estimated $1.59B added.
  • The largest M&T Bank seller in Q1 2017 was Fidelity Investments, an estimated $368M sold.

Based on aggregated 13F filings for Q1 2017.