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M&T Bank

600 hedge funds and large institutions have $19B invested in M&T Bank in 2017 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 204 increasing their positions, 209 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 36

3% more funds holding

Funds holding: 585600 (+15)

0.26% less ownership

Funds ownership: 77.97%77.71% (-0.26%)

2% less capital invested

Capital invested by funds: $19.4B → $19B (-$424M)

2% less repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 209

21% less call options, than puts

Call options by funds: $34.5M | Put options by funds: $43.5M

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
600
Holders Change
+15
Holders Change %
+2.56%
% of All Funds
14.96%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.07%
New
58
Increased
204
Reduced
209
Closed
36
Calls
$34.5M
Puts
$43.5M
Net Calls
-$9.02M
Net Calls Change
+$9.42M
Name Holding Trade Value Shares
Change
Change in
Stake
CPA
576
Clear Perspective Advisors
Illinois
$7K
QCG
577
Quadrant Capital Group
Ohio
$7K
TFO
578
Tarbox Family Office
California
$7K +$2.51K +16 +62%
SFSIG
579
San Francisco Sentry Investment Group
California
$7K +$5.34K +34 +227%
AC
580
Alexandria Capital
Virginia
$6K
OC
581
Oakworth Capital
Alabama
$6K
CP
582
Corbenic Partners
Pennsylvania
$6K +$5.66K +36 New
MFBTD
583
MB Financial Bank - Trust Department
Illinois
$5K
AssetMark Inc
584
AssetMark Inc
California
$5K +$4.4K +28 New
JAM
585
Jolley Asset Management
North Carolina
$5K +$4.56K +29 New
GEA
586
Glen Eagle Advisors
New Jersey
$4.03K +$3.93K +25 New
FAM
587
Fred Alger Management
New York
$4K +$3.93K +25 New
FPFS
588
First Personal Financial Services
North Carolina
$3K -$4.4K -28 -58%
SPIA
589
Steward Partners Investment Advisory
New York
$3K -$629 -4 -14%
SWA
590
Sutton Wealth Advisors
Florida
$2.9K
FCB
591
First Command Bank
Texas
$2K -$786 -5 -28%
FCFS
592
First Command Financial Services
Texas
$2K -$786 -5 -28%
SA
593
SRH Advisors
Kansas
$2K
VFA
594
Valeo Financial Advisors
Indiana
$2K +$1.57K +10 New
AIM
595
Advantage Investment Management
Iowa
$2K +$1.73K +11 New
AWM
596
Avior Wealth Management
Nebraska
$2K +$1.73K +11 New
GWS
597
Glassman Wealth Services
Virginia
$1K
SMG
598
Spectrum Management Group
Indiana
$1K +$1.26K +8 New
CMBA
599
C.M. Bidwell & Associates
Hawaii
-$4.14M -25,580 Closed
LP
600
LMR Partners
United Kingdom
-$3.5M -21,624 Closed

MTB Hedge Fund Activity: Q3 2017 in Review

600 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in M&T Bank (MTB) for Q3 2017, worth a combined $19B — down 2.2% from $19.4B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new MTB positions and 36 closed out — a net gain of 22 holders — while 204 added to existing stakes and 209 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $63.6M. The largest seller was Fidelity Investments, cutting an estimated $273M.

  • 600 institutional investors held M&T Bank (MTB) as of Q3 2017, up from 585 in Q2 2017.
  • Funds reported $19B of M&T Bank stock for Q3 2017, down 2.2% quarter-over-quarter.
  • 58 funds opened new M&T Bank positions in Q3 2017 and 36 closed out, a net change of +22 holders.
  • The largest M&T Bank buyer in Q3 2017 was JP Morgan Chase, an estimated $63.6M added.
  • The largest M&T Bank seller in Q3 2017 was Fidelity Investments, an estimated $273M sold.

Based on aggregated 13F filings for Q3 2017.