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M&T Bank

893 hedge funds and large institutions have $20.4B invested in M&T Bank in 2024 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 291 increasing their positions, 345 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 84

3% more capital invested

Capital invested by funds: $19.8B → $20.4B (+$605M)

1% more funds holding

Funds holding: 887893 (+6)

2.78% less ownership

Funds ownership: 87.08%84.3% (-2.8%)

16% less repeat investments, than reductions

Existing positions increased: 291 | Existing positions reduced: 345

20% less call options, than puts

Call options by funds: $134M | Put options by funds: $167M

50% less funds holding in top 10

Funds holding in top 10: 84 (-4)

Holders
893
Holders Change
+6
Holders Change %
+0.68%
% of All Funds
12.86%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
99
Increased
291
Reduced
345
Closed
84
Calls
$134M
Puts
$167M
Net Calls
-$32.9M
Net Calls Change
+$6.27M
Name Holding Trade Value Shares
Change
Change in
Stake
Wolverine Trading
551
Wolverine Trading
Illinois
$385K -$237K -1,713 -39%
AI
552
Ariel Investments
Illinois
$384K -$927K -6,693 -72%
BFM
553
Boothbay Fund Management
New York
$383K -$10.5M -76,066 -97%
OTL
554
Oak Thistle LLC
New York
$379K -$338K -2,440 -48%
IA
555
IFP Advisors
Florida
$379K +$47.8K +345 +15%
PI
556
PFG Investments
New York
$378K +$98.1K +708 +38%
CIAS
557
CFS Investment Advisory Services
New Jersey
$376K -$19.1K -138 -5%
RFA
558
Resurgent Financial Advisors
Georgia
$370K +$352K +2,541 New
CAM
559
Carret Asset Management
New York
$369K -$27.7K -200 -7%
RJT
560
Raymond James Trust
Florida
$367K -$177K -1,275 -34%
CCG
561
Catalina Capital Group
California
$364K +$347K +2,505 New
WIC
562
Woodmont Investment Counsel
Tennessee
$364K -$72.7K -525 -17%
AWM
563
Apollon Wealth Management
South Carolina
$361K +$15.9K +115 +5%
LFA
564
Legacy Financial Advisors
Kentucky
$360K -$3.6K -26 -1%
VSQM
565
V-Square Quantitative Management
Illinois
$360K +$94.5K +682 +38%
SP
566
Symmetry Partners
Connecticut
$360K
WIP
567
WealthCare Investment Partners
Rhode Island
$360K
HWM
568
Howard Wealth Management
Connecticut
$358K
KWMG
569
King Wealth Management Group
Florida
$358K
WTC
570
WhitTier Trust Company
Nevada
$357K +$58.6K +423 +21%
AA
571
ALPS Advisors
Colorado
$354K -$13.4K -97 -4%
APWM
572
Argonautica Private Wealth Management
Massachusetts
$353K
MIH
573
Meitav Investment House
Israel
$353K +$2.91K +21 +0.9%
CIS
574
Connors Investor Services
Pennsylvania
$352K +$15.9K +115 +5%
UAML
575
US Asset Management LLC
Pennsylvania
$351K -$7.21K -52 -2%

MTB Hedge Fund Activity: Q1 2024 in Review

893 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in M&T Bank (MTB) for Q1 2024, worth a combined $20.4B — up 3.1% from $19.8B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new MTB positions and 84 closed out — a net gain of 15 holders — while 291 added to existing stakes and 345 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $286M. The largest seller was Morgan Stanley, cutting an estimated $352M.

  • 893 institutional investors held M&T Bank (MTB) as of Q1 2024, up from 887 in Q4 2023.
  • Funds reported $20.4B of M&T Bank stock for Q1 2024, up 3.1% quarter-over-quarter.
  • 99 funds opened new M&T Bank positions in Q1 2024 and 84 closed out, a net change of +15 holders.
  • The largest M&T Bank buyer in Q1 2024 was Fidelity Investments, an estimated $286M added.
  • The largest M&T Bank seller in Q1 2024 was Morgan Stanley, an estimated $352M sold.

Based on aggregated 13F filings for Q1 2024.