We are live on ! Find out more
MTB icon

M&T Bank

585 hedge funds and large institutions have $19.4B invested in M&T Bank in 2017 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 195 increasing their positions, 217 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 39

1% more funds holding

Funds holding: 579585 (+6)

3% more capital invested

Capital invested by funds: $18.9B → $19.4B (+$481M)

1.68% less ownership

Funds ownership: 79.64%77.97% (-1.7%)

10% less repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 217

31% less call options, than puts

Call options by funds: $40.3M | Put options by funds: $58.8M

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
585
Holders Change
+6
Holders Change %
+1.04%
% of All Funds
14.58%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.15%
New
48
Increased
195
Reduced
217
Closed
39
Calls
$40.3M
Puts
$58.8M
Net Calls
-$18.4M
Net Calls Change
+$620K
Name Holding Trade Value Shares
Change
Change in
Stake
SIAS
551
Shine Investment Advisory Services
Colorado
$16K +$15.8K +100 New
EFSCE
552
Enterprise Financial Services Corp (EFSC)
Missouri
$13K -$3.47K -22 -21%
WPA
553
West Paces Advisors
Georgia
$11.8K
PFBT
554
Parkside Financial Bank & Trust
Missouri
$11K +$1.26K +8 +13%
AIL
555
AGF Investments LLC
Ontario, Canada
$11K +$10.1K +64 New
RBC
556
Roble Belko & Company
Pennsylvania
$10K
OFW
557
Omnia Family Wealth
Florida
$10K +$9.63K +61 New
WIM
558
Westside Investment Management
California
$8.55K
WEC
559
Winslow Evans & Crocker
Massachusetts
$8.26K -$47.5K -301 -86%
BWM
560
Baystate Wealth Management
Massachusetts
$8K
DADC
561
D.A. Davidson & Co
Montana
$8K
FPFS
562
First Personal Financial Services
North Carolina
$8K
PCP
563
Proficio Capital Partners
Massachusetts
$8K +$1.42K +9 +22%
CPA
564
Clear Perspective Advisors
Illinois
$7K
AC
565
Alexandria Capital
Virginia
$6K -$2.68K -17 -30%
MFBTD
566
MB Financial Bank - Trust Department
Illinois
$6K
OC
567
Oakworth Capital
Alabama
$6K
QCG
568
Quadrant Capital Group
Ohio
$6K +$1.89K +12 +27%
Carson Wealth (CWM LLC)
569
Carson Wealth (CWM LLC)
Nebraska
$5K
SPIA
570
Steward Partners Investment Advisory
New York
$4K -$8.05K -51 -65%
GBT
571
Grove Bank & Trust
Florida
$4K
TFO
572
Tarbox Family Office
California
$4K
FCB
573
First Command Bank
Texas
$3K +$2.84K +18 New
FCFS
574
First Command Financial Services
Texas
$3K +$2.84K +18 New
SWA
575
Sutton Wealth Advisors
Florida
$2.92K

MTB Hedge Fund Activity: Q2 2017 in Review

585 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in M&T Bank (MTB) for Q2 2017, worth a combined $19.4B — up 2.5% from $18.9B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new MTB positions and 39 closed out — a net gain of 9 holders — while 195 added to existing stakes and 217 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $114M. The largest seller was Fidelity Investments, cutting an estimated $258M.

  • 585 institutional investors held M&T Bank (MTB) as of Q2 2017, up from 579 in Q1 2017.
  • Funds reported $19.4B of M&T Bank stock for Q2 2017, up 2.5% quarter-over-quarter.
  • 48 funds opened new M&T Bank positions in Q2 2017 and 39 closed out, a net change of +9 holders.
  • The largest M&T Bank buyer in Q2 2017 was Janus Henderson Group, an estimated $114M added.
  • The largest M&T Bank seller in Q2 2017 was Fidelity Investments, an estimated $258M sold.

Based on aggregated 13F filings for Q2 2017.