We are live on ! Find out more
MTB icon

M&T Bank

828 hedge funds and large institutions have $17.2B invested in M&T Bank in 2023 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 278 increasing their positions, 329 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

1.09% more ownership

Funds ownership: 82.89%83.98% (+1.1%)

7% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 81

4% more capital invested

Capital invested by funds: $16.6B → $17.2B (+$612M)

0% more funds holding

Funds holding: 825828 (+3)

16% less repeat investments, than reductions

Existing positions increased: 278 | Existing positions reduced: 329

71% less call options, than puts

Call options by funds: $185M | Put options by funds: $648M

Holders
828
Holders Change
+3
Holders Change %
+0.36%
% of All Funds
13%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
87
Increased
278
Reduced
329
Closed
81
Calls
$185M
Puts
$648M
Net Calls
-$463M
Net Calls Change
-$421M
Name Holding Trade Value Shares
Change
Change in
Stake
SP
551
Symmetry Partners
Connecticut
$307K
CCA
552
Cobblestone Capital Advisors
New York
$305K +$34.4K +284 +13%
HWM
553
Howard Wealth Management
Connecticut
$305K
UAML
554
US Asset Management LLC
Pennsylvania
$302K -$14K -116 -5%
APWM
555
Argonautica Private Wealth Management
Massachusetts
$301K -$358K -2,961 -55%
WF
556
Welch & Forbes
Massachusetts
$301K +$2.18K +18 +0.7%
ISWM
557
Independent Solutions Wealth Management
New York
$300K -$3.02K -25 -1%
AA
558
ALPS Advisors
Colorado
$298K +$2.42K +20 +0.8%
BCV
559
Banque Cantonale Vaudoise
Switzerland
$298K +$48.4K +400 +20%
SBH
560
Segall Bryant & Hamill
Illinois
$298K +$847 +7 +0.3%
BHWM
561
Bar Harbor Wealth Management
New Hampshire
$298K -$59.8K -494 -17%
MA
562
Mutual Advisors
Nebraska
$296K +$290K +2,396 New
WS
563
Wedbush Securities
California
$293K -$70.2K -580 -20%
LJAC
564
L.J. Altfest & Co
New York
$293K +$80.5K +665 +39%
IWA
565
Intercontinental Wealth Advisors
Texas
$292K +$286K +2,363 New
SAM
566
Silvercrest Asset Management
New York
$292K +$30.5K +252 +12%
SPC
567
Sigma Planning Corp
Michigan
$290K +$284K +2,347 New
DEA
568
DoubleLine ETF Adviser
Florida
$290K +$53.7K +444 +23%
LFA
569
Legacy Financial Advisors
Kentucky
$290K -$19.7K -163 -7%
HI
570
Horizon Investments
North Carolina
$287K +$17.8K +147 +7%
FWCM
571
Ferguson Wellman Capital Management
Oregon
$286K -$94.9K -784 -25%
FWM
572
Focused Wealth Management
New York
$285K +$39.3K +325 +16%
CIS
573
Connors Investor Services
Pennsylvania
$285K -$13.9K -115 -5%
BPA
574
Beacon Pointe Advisors
California
$284K -$345K -2,853 -55%
CT
575
Coastline Trust
Rhode Island
$284K -$376K -3,105 -58%

MTB Hedge Fund Activity: Q2 2023 in Review

828 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in M&T Bank (MTB) for Q2 2023, worth a combined $17.2B — up 3.7% from $16.6B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new MTB positions and 81 closed out — a net gain of 6 holders — while 278 added to existing stakes and 329 trimmed.

The largest buyer was LSV Asset Management, adding an estimated $77.9M. The largest seller was Ninety One (UK), exiting entirely with an estimated $84M sold.

  • 828 institutional investors held M&T Bank (MTB) as of Q2 2023, up from 825 in Q1 2023.
  • Funds reported $17.2B of M&T Bank stock for Q2 2023, up 3.7% quarter-over-quarter.
  • 87 funds opened new M&T Bank positions in Q2 2023 and 81 closed out, a net change of +6 holders.
  • The largest M&T Bank buyer in Q2 2023 was LSV Asset Management, an estimated $77.9M added.
  • The largest M&T Bank seller in Q2 2023 was Ninety One (UK), an estimated $84M sold.

Based on aggregated 13F filings for Q2 2023.