We are live on ! Find out more
MTB icon

M&T Bank

600 hedge funds and large institutions have $19B invested in M&T Bank in 2017 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 204 increasing their positions, 209 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 36

3% more funds holding

Funds holding: 585600 (+15)

0.26% less ownership

Funds ownership: 77.97%77.71% (-0.26%)

2% less capital invested

Capital invested by funds: $19.4B → $19B (-$424M)

2% less repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 209

21% less call options, than puts

Call options by funds: $34.5M | Put options by funds: $43.5M

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
600
Holders Change
+15
Holders Change %
+2.56%
% of All Funds
14.96%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.07%
New
58
Increased
204
Reduced
209
Closed
36
Calls
$34.5M
Puts
$43.5M
Net Calls
-$9.02M
Net Calls Change
+$9.42M
Name Holding Trade Value Shares
Change
Change in
Stake
TWA
551
TCI Wealth Advisors
Arizona
$28K +$1.26K +8 +5%
RFA
552
Reilly Financial Advisors
California
$27K
EWM
553
Edge Wealth Management
New York
$26K
WB
554
Webster Bank
Connecticut
$26K
GT
555
Greenleaf Trust
Michigan
$24K +$23.9K +152 New
OIA
556
OneDigital Investment Advisors
Kansas
$23K
GAM
557
Gemmer Asset Management
California
$21K
ASN
558
Advisory Services Network
Georgia
$19K
CFA
559
Carroll Financial Associates
North Carolina
$18K
SNT
560
Security National Trust
West Virginia
$17K
CG
561
Cutler Group
California
$16K -$1.11M -7,081 -99%
JFGIW
562
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$16K -$10.1K -64 -39%
DOA
563
D'Orazio & Associates
Virginia
$16K
OAM
564
Oppenheimer Asset Management
New York
$16K
LWA
565
Lowe Wealth Advisors
Maryland
$16K +$15.9K +101 New
EWM
566
Endurance Wealth Management
Rhode Island
$14K -$6.29K -40 -32%
EFSCE
567
Enterprise Financial Services Corp (EFSC)
Missouri
$13K
WPA
568
West Paces Advisors
Georgia
$11.8K
PFBT
569
Parkside Financial Bank & Trust
Missouri
$10K -$1.26K -8 -12%
AIL
570
AGF Investments LLC
Ontario, Canada
$10K
OFW
571
Omnia Family Wealth
Florida
$10K
RBC
572
Roble Belko & Company
Pennsylvania
$10K
WIM
573
Westside Investment Management
California
$8.38K
WEC
574
Winslow Evans & Crocker
Massachusetts
$8.21K +$157 +1 +2%
BWM
575
Baystate Wealth Management
Massachusetts
$7K

MTB Hedge Fund Activity: Q3 2017 in Review

600 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in M&T Bank (MTB) for Q3 2017, worth a combined $19B — down 2.2% from $19.4B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new MTB positions and 36 closed out — a net gain of 22 holders — while 204 added to existing stakes and 209 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $63.6M. The largest seller was Fidelity Investments, cutting an estimated $273M.

  • 600 institutional investors held M&T Bank (MTB) as of Q3 2017, up from 585 in Q2 2017.
  • Funds reported $19B of M&T Bank stock for Q3 2017, down 2.2% quarter-over-quarter.
  • 58 funds opened new M&T Bank positions in Q3 2017 and 36 closed out, a net change of +22 holders.
  • The largest M&T Bank buyer in Q3 2017 was JP Morgan Chase, an estimated $63.6M added.
  • The largest M&T Bank seller in Q3 2017 was Fidelity Investments, an estimated $273M sold.

Based on aggregated 13F filings for Q3 2017.