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M&T Bank

825 hedge funds and large institutions have $16.6B invested in M&T Bank in 2023 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 277 increasing their positions, 333 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.27% more ownership

Funds ownership: 81.62%82.89% (+1.3%)

8% less funds holding

Funds holding: 896825 (-71)

17% less repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 333

18% less capital invested

Capital invested by funds: $20.2B → $16.6B (-$3.63B)

24% less call options, than puts

Call options by funds: $133M | Put options by funds: $175M

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

39% less first-time investments, than exits

New positions opened: 80 | Existing positions closed: 131

Holders
825
Holders Change
-71
Holders Change %
-7.92%
% of All Funds
13.15%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.08%
New
80
Increased
277
Reduced
333
Closed
131
Calls
$133M
Puts
$175M
Net Calls
-$42.1M
Net Calls Change
-$106M
Name Holding Trade Value Shares
Change
Change in
Stake
AC
551
Avestar Capital
New York
$319K +$13.4K +92 +4%
ST
552
Somerset Trust
Pennsylvania
$313K -$14.4K -99 -4%
AAM
553
Advisors Asset Management
Colorado
$310K +$149K +1,024 +65%
UAML
554
US Asset Management LLC
Pennsylvania
$306K -$2.76K -19 -0.7%
SWM
555
SeaCrest Wealth Management
New York
$304K -$115K -793 -24%
VA
556
Valmark Advisers
Ohio
$303K +$1.89K +13 +0.5%
RMC
557
Resources Management Corp
Connecticut
$303K -$713K -4,915 -88%
KWMG
558
King Wealth Management Group
Florida
$301K
LFA
559
Legacy Financial Advisors
Kentucky
$300K +$44K +303 +14%
CM
560
CastleKnight Management
New York
$299K +$363K +2,500 New
SIC
561
Sterling Investment Counsel
New York
$298K +$581 +4 +0.2%
JIC
562
Joel Isaacson & Co
New York
$297K +$290 +2 +0.1%
BFG
563
Beacon Financial Group
Texas
$296K -$163K -1,121 -31%
SP
564
Symmetry Partners
Connecticut
$296K -$122K -843 -25%
HWM
565
Howard Wealth Management
Connecticut
$295K
ISWM
566
Independent Solutions Wealth Management
New York
$293K -$7.55K -52 -2%
WIP
567
WealthCare Investment Partners
Rhode Island
$290K +$11K +76 +3%
CIS
568
Connors Investor Services
Pennsylvania
$289K +$16.7K +115 +5%
WF
569
Welch & Forbes
Massachusetts
$288K
SBH
570
Segall Bryant & Hamill
Illinois
$286K -$29K -200 -8%
AA
571
ALPS Advisors
Colorado
$286K +$347K +2,390 New
Axa
572
Axa
France
$283K +$44.4K +306 +15%
VanEck Associates
573
VanEck Associates
New York
$277K +$336K +2,315 New
FTDI
574
First Trust Direct Indexing
Massachusetts
$276K -$5.95K -41 -2%
SC
575
SRB Corp
Massachusetts
$275K -$47.6K -328 -12%

MTB Hedge Fund Activity: Q1 2023 in Review

825 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in M&T Bank (MTB) for Q1 2023, worth a combined $16.6B — down 18% from $20.2B a quarter earlier.

Sellers outnumbered buyers: 131 funds closed out of MTB and 80 opened new positions — a net loss of 51 holders — while 333 trimmed existing stakes and 277 added.

The largest buyer was Wellington Management Group, adding an estimated $573M. The largest seller was Wells Fargo, cutting an estimated $313M.

  • 825 institutional investors held M&T Bank (MTB) as of Q1 2023, down from 896 in Q4 2022.
  • Funds reported $16.6B of M&T Bank stock for Q1 2023, down 18% quarter-over-quarter.
  • 80 funds opened new M&T Bank positions in Q1 2023 and 131 closed out, a net change of -51 holders.
  • The largest M&T Bank buyer in Q1 2023 was Wellington Management Group, an estimated $573M added.
  • The largest M&T Bank seller in Q1 2023 was Wells Fargo, an estimated $313M sold.

Based on aggregated 13F filings for Q1 2023.