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M&T Bank

704 hedge funds and large institutions have $17.2B invested in M&T Bank in 2021 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 231 increasing their positions, 218 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 60

57% more funds holding in top 10

Funds holding in top 10: 711 (+4)

9% more funds holding

Funds holding: 645704 (+59)

1.66% more ownership

Funds ownership: 86.2%87.85% (+1.7%)

6% more repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 218

4% more capital invested

Capital invested by funds: $16.5B → $17.2B (+$636M)

3% more call options, than puts

Call options by funds: $82.1M | Put options by funds: $79.9M

Holders
704
Holders Change
+59
Holders Change %
+9.15%
% of All Funds
10.83%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.17%
New
128
Increased
231
Reduced
218
Closed
60
Calls
$82.1M
Puts
$79.9M
Net Calls
+$2.25M
Net Calls Change
-$4.49M
Name Holding Trade Value Shares
Change
Change in
Stake
DMBA
551
Deseret Mutual Benefit Administrators
Utah
$177K
LWA
552
Lenox Wealth Advisors
New York
$175K
S
553
Seeyond
France
$161K
JWA
554
JFS Wealth Advisors
Pennsylvania
$142K +$2.3K +15 +2%
SWM
555
Spire Wealth Management
Virginia
$138K +$10.6K +69 +8%
ECM
556
Estabrook Capital Management
New York
$138K -$26.9K -175 -16%
AF
557
Allworth Financial
California
$133K +$23.5K +153 +21%
BEI
558
Benjamin Edwards Inc
Missouri
$132K +$95.2K +620 +262%
CT
559
Caldwell Trust
Florida
$129K
LWCFA
560
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$129K
DCM
561
Dupont Capital Management
Delaware
$123K -$64.5K -420 -34%
SSB
562
Sandy Spring Bank
Maryland
$118K
PA
563
Parallel Advisors
California
$116K +$1.69K +11 +1%
LFA
564
Level Financial Advisors
New York
$111K +$111K +722 New
VCM
565
Vigilant Capital Management
Maine
$108K -$123K -799 -53%
ZIG
566
Zullo Investment Group
Pennsylvania
$102K +$102K +665 New
GWS
567
Glassman Wealth Services
Virginia
$98K +$2K +13 +2%
FWM
568
Focused Wealth Management
New York
$95K
Manulife (Manufacturers Life Insurance)
569
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$93.7K +$17.7M +115,523 +23%
S
570
SignatureFD
Georgia
$92K +$22.9K +149 +33%
Acadian Asset Management
571
Acadian Asset Management
Massachusetts
$89K
DA
572
Denali Advisors
California
$88K +$15.4K +100 +21%
AP
573
Arlington Partners
Alabama
$87K +$16K +104 +23%
FHA
574
First Horizon Advisors
Tennessee
$86K -$307 -2 -0.4%
RIM
575
Rockbridge Investment Management
New York
$85K -$5.53K -36 -6%

MTB Hedge Fund Activity: Q4 2021 in Review

704 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in M&T Bank (MTB) for Q4 2021, worth a combined $17.2B — up 3.8% from $16.5B a quarter earlier.

Buyers outnumbered sellers: 128 funds opened new MTB positions and 60 closed out — a net gain of 68 holders — while 231 added to existing stakes and 218 trimmed.

The largest buyer was Barrow, Hanley, Mewhinney & Strauss, opening a new position worth an estimated $118M. The largest seller was Invesco, cutting an estimated $130M.

  • 704 institutional investors held M&T Bank (MTB) as of Q4 2021, up from 645 in Q3 2021.
  • Funds reported $17.2B of M&T Bank stock for Q4 2021, up 3.8% quarter-over-quarter.
  • 128 funds opened new M&T Bank positions in Q4 2021 and 60 closed out, a net change of +68 holders.
  • The largest M&T Bank buyer in Q4 2021 was Barrow, Hanley, Mewhinney & Strauss, an estimated $118M added.
  • The largest M&T Bank seller in Q4 2021 was Invesco, an estimated $130M sold.

Based on aggregated 13F filings for Q4 2021.