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M&T Bank

887 hedge funds and large institutions have $19.8B invested in M&T Bank in 2023 Q4 according to their latest regulatory filings, with 156 funds opening new positions, 270 increasing their positions, 328 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more first-time investments, than exits

New positions opened: 156 | Existing positions closed: 63

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

12% more capital invested

Capital invested by funds: $17.6B → $19.8B (+$2.18B)

10% more funds holding

Funds holding: 804887 (+83)

3.04% more ownership

Funds ownership: 84.04%87.08% (+3%)

18% less repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 328

24% less call options, than puts

Call options by funds: $122M | Put options by funds: $161M

Holders
887
Holders Change
+83
Holders Change %
+10.32%
% of All Funds
12.93%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
156
Increased
270
Reduced
328
Closed
63
Calls
$122M
Puts
$161M
Net Calls
-$39.2M
Net Calls Change
+$421M
Name Holding Trade Value Shares
Change
Change in
Stake
WSTAM
551
Wilbanks Smith & Thomas Asset Management
Virginia
$383K -$13.3K -106 -4%
MFA
552
Mayflower Financial Advisors
Massachusetts
$382K +$2.39K +19 +0.7%
LMKC
553
L.M. Kohn & Company
Ohio
$379K -$17.1K -136 -5%
BBHC
554
Brown Brothers Harriman & Co
New York
$376K -$28.9K -230 -8%
CAM
555
Carret Asset Management
New York
$375K
LWAM
556
Legacy Wealth Asset Management
Minnesota
$375K +$3.64K +29 +1%
CIAS
557
CFS Investment Advisory Services
New Jersey
$374K -$54K -430 -14%
BIAS
558
Beacon Investment Advisory Services
New Jersey
$373K +$90.8K +723 +36%
IFG
559
Independent Financial Group
California
$373K -$503 -4 -0.1%
PWP
560
Principle Wealth Partners
Connecticut
$365K -$10.9K -87 -3%
CWM
561
Congress Wealth Management
Massachusetts
$364K +$334K +2,657 New
BFG
562
Bleakley Financial Group
New Jersey
$361K +$880 +7 +0.3%
SS
563
Simplicity Solutions
Minnesota
$361K +$880 +7 +0.3%
CBC
564
Coombe, Bender & Co
New York
$360K
CNBT
565
Canandaigua National Bank & Trust
New York
$358K -$23.9K -190 -7%
FC
566
Forte Capital
New York
$350K -$14.8K -118 -4%
FHA
567
First Horizon Advisors
Tennessee
$349K +$10.1K +80 +3%
AA
568
ALPS Advisors
Colorado
$347K -$18.2K -145 -5%
SP
569
Symmetry Partners
Connecticut
$343K
LFA
570
Legacy Financial Advisors
Kentucky
$343K +$8.79K +70 +3%
WIP
571
WealthCare Investment Partners
Rhode Island
$342K +$2.89K +23 +0.9%
WA
572
WealthTrust Axiom
Pennsylvania
$339K +$311K +2,475 New
UAML
573
US Asset Management LLC
Pennsylvania
$338K +$310K +2,464 New
HWM
574
Howard Wealth Management
Connecticut
$338K
KWMG
575
King Wealth Management Group
Florida
$337K

MTB Hedge Fund Activity: Q4 2023 in Review

887 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in M&T Bank (MTB) for Q4 2023, worth a combined $19.8B — up 12% from $17.6B a quarter earlier.

Buyers outnumbered sellers: 156 funds opened new MTB positions and 63 closed out — a net gain of 93 holders — while 270 added to existing stakes and 328 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $423M. The largest seller was Fidelity Investments, cutting an estimated $109M.

  • 887 institutional investors held M&T Bank (MTB) as of Q4 2023, up from 804 in Q3 2023.
  • Funds reported $19.8B of M&T Bank stock for Q4 2023, up 12% quarter-over-quarter.
  • 156 funds opened new M&T Bank positions in Q4 2023 and 63 closed out, a net change of +93 holders.
  • The largest M&T Bank buyer in Q4 2023 was Morgan Stanley, an estimated $423M added.
  • The largest M&T Bank seller in Q4 2023 was Fidelity Investments, an estimated $109M sold.

Based on aggregated 13F filings for Q4 2023.