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M&T Bank

896 hedge funds and large institutions have $20.2B invested in M&T Bank in 2022 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 259 increasing their positions, 336 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more call options, than puts

Call options by funds: $159M | Put options by funds: $95.2M

5% less first-time investments, than exits

New positions opened: 125 | Existing positions closed: 132

2.15% less ownership

Funds ownership: 83.77%81.62% (-2.2%)

3% less funds holding

Funds holding: 922896 (-26)

21% less capital invested

Capital invested by funds: $25.8B → $20.2B (-$5.52B)

23% less repeat investments, than reductions

Existing positions increased: 259 | Existing positions reduced: 336

56% less funds holding in top 10

Funds holding in top 10: 188 (-10)

Holders
896
Holders Change
-26
Holders Change %
-2.82%
% of All Funds
14.4%
Holding in Top 10
8
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-55.56%
% of All Funds
0.13%
New
125
Increased
259
Reduced
336
Closed
132
Calls
$159M
Puts
$95.2M
Net Calls
+$63.7M
Net Calls Change
+$26.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
551
Carret Asset Management
New York
$397K
MCM
552
Magnolia Capital Management
New York
$396K
ST
553
Somerset Trust
Pennsylvania
$394K
CA
554
Claro Advisors
Massachusetts
$393K +$124K +754 +39%
CCA
555
Cobblestone Capital Advisors
New York
$389K -$32.9K -200 -7%
VIA
556
Vident Investment Advisory
Georgia
$387K +$88K +535 +25%
CT
557
Cambridge Trust
Massachusetts
$387K -$1.81K -11 -0.4%
FC
558
Forte Capital
New York
$385K +$658 +4 +0.2%
MAS
559
Meeder Advisory Services
Ohio
$384K +$436K +2,650 New
SC
560
SRB Corp
Massachusetts
$380K +$432K +2,626 New
MA
561
MONECO Advisors
Connecticut
$380K +$141K +857 +49%
IIM
562
Intact Investment Management
Quebec, Canada
$377K
SBH
563
Segall Bryant & Hamill
Illinois
$377K
TF
564
TimeScale Financial
Massachusetts
$374K +$164 +1 +0%
UAML
565
US Asset Management LLC
Pennsylvania
$374K +$424K +2,579 New
AC
566
Avestar Capital
New York
$373K +$15K +91 +4%
ZCA
567
Zeke Capital Advisors
Pennsylvania
$368K +$417K +2,535 New
PCM
568
Penn Capital Management
Pennsylvania
$367K -$22.7K -138 -5%
TSS
569
Two Sigma Securities
New York
$367K +$109K +662 +35%
VA
570
Valmark Advisers
Ohio
$366K +$52.6K +320 +15%
KWMG
571
King Wealth Management Group
Florida
$365K
ISWM
572
Independent Solutions Wealth Management
New York
$362K -$455K -2,766 -53%
SIC
573
Sterling Investment Counsel
New York
$361K +$14.1K +86 +4%
NS
574
Newman & Schimel
Illinois
$360K
JIC
575
Joel Isaacson & Co
New York
$360K +$408K +2,484 New

MTB Hedge Fund Activity: Q4 2022 in Review

896 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in M&T Bank (MTB) for Q4 2022, worth a combined $20.2B — down 21% from $25.8B a quarter earlier.

Sellers outnumbered buyers: 132 funds closed out of MTB and 125 opened new positions — a net loss of 7 holders — while 336 trimmed existing stakes and 259 added.

The largest buyer was Morgan Stanley, adding an estimated $205M. The largest seller was Capital World Investors, cutting an estimated $1.02B.

  • 896 institutional investors held M&T Bank (MTB) as of Q4 2022, down from 922 in Q3 2022.
  • Funds reported $20.2B of M&T Bank stock for Q4 2022, down 21% quarter-over-quarter.
  • 125 funds opened new M&T Bank positions in Q4 2022 and 132 closed out, a net change of -7 holders.
  • The largest M&T Bank buyer in Q4 2022 was Morgan Stanley, an estimated $205M added.
  • The largest M&T Bank seller in Q4 2022 was Capital World Investors, an estimated $1.02B sold.

Based on aggregated 13F filings for Q4 2022.