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M&T Bank

619 hedge funds and large institutions have $19.9B invested in M&T Bank in 2017 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 178 increasing their positions, 238 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 51

44% more call options, than puts

Call options by funds: $44.7M | Put options by funds: $31M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

3% more funds holding

Funds holding: 600619 (+19)

5% more capital invested

Capital invested by funds: $19B → $19.9B (+$941M)

0.22% less ownership

Funds ownership: 77.71%77.49% (-0.22%)

25% less repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 238

Holders
619
Holders Change
+19
Holders Change %
+3.17%
% of All Funds
14.04%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
77
Increased
178
Reduced
238
Closed
51
Calls
$44.7M
Puts
$31M
Net Calls
+$13.7M
Net Calls Change
+$22.7M
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
576
AssetMark Inc
California
$17K +$11.6K +70 +250%
EWM
577
Endurance Wealth Management
Rhode Island
$15K
FPFS
578
First Personal Financial Services
North Carolina
$15K +$11.3K +68 +340%
EFSCE
579
Enterprise Financial Services Corp (EFSC)
Missouri
$14K
WWMSC
580
Wagner Wealth Management (South Carolina)
South Carolina
$14K +$9.62K +58 New
MOS
581
MGO One Seven
Ohio
$14K +$13.3K +80 New
EARNEST Partners
582
EARNEST Partners
Georgia
$13K +$12.4K +75 New
WPA
583
West Paces Advisors
Georgia
$12.5K
SNT
584
Security National Trust
West Virginia
$11K -$5.81K -35 -34%
PFBT
585
Parkside Financial Bank & Trust
Missouri
$11K +$1.33K +8 +13%
RBC
586
Roble Belko & Company
Pennsylvania
$10K
ST
587
Smithfield Trust
Pennsylvania
$9K -$52.1K -314 -85%
LWA
588
Lowe Wealth Advisors
Maryland
$9K -$8.13K -49 -49%
WIM
589
Westside Investment Management
California
$8.96K
WEC
590
Winslow Evans & Crocker
Massachusetts
$8.72K
BWM
591
Baystate Wealth Management
Massachusetts
$8K
CPA
592
Clear Perspective Advisors
Illinois
$8K
QCG
593
Quadrant Capital Group
Ohio
$8K
OC
594
Oakworth Capital
Alabama
$7K
TFO
595
Tarbox Family Office
California
$7K
VNA
596
Valley National Advisers
Pennsylvania
$7K +$6.8K +41 New
BBA
597
Braun-Bostich & Associates
Pennsylvania
$6K +$6.14K +37 New
SFSIG
598
San Francisco Sentry Investment Group
California
$5K -$3.48K -21 -43%
JAM
599
Jolley Asset Management
North Carolina
$5K
VFA
600
Valeo Financial Advisors
Indiana
$5K +$2.82K +17 +170%

MTB Hedge Fund Activity: Q4 2017 in Review

619 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in M&T Bank (MTB) for Q4 2017, worth a combined $19.9B — up 5% from $19B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new MTB positions and 51 closed out — a net gain of 26 holders — while 178 added to existing stakes and 238 trimmed.

The largest buyer was Millennium Management, adding an estimated $161M. The largest seller was Aberdeen Group, cutting an estimated $196M.

  • 619 institutional investors held M&T Bank (MTB) as of Q4 2017, up from 600 in Q3 2017.
  • Funds reported $19.9B of M&T Bank stock for Q4 2017, up 5% quarter-over-quarter.
  • 77 funds opened new M&T Bank positions in Q4 2017 and 51 closed out, a net change of +26 holders.
  • The largest M&T Bank buyer in Q4 2017 was Millennium Management, an estimated $161M added.
  • The largest M&T Bank seller in Q4 2017 was Aberdeen Group, an estimated $196M sold.

Based on aggregated 13F filings for Q4 2017.