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M&T Bank

669 hedge funds and large institutions have $20B invested in M&T Bank in 2018 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 228 increasing their positions, 224 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 50

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

4% more funds holding

Funds holding: 643669 (+26)

3.05% more ownership

Funds ownership: 77.9%80.95% (+3.1%)

2% more repeat investments, than reductions

Existing positions increased: 228 | Existing positions reduced: 224

6% less capital invested

Capital invested by funds: $21.3B → $20B (-$1.33B)

53% less call options, than puts

Call options by funds: $56.7M | Put options by funds: $120M

Holders
669
Holders Change
+26
Holders Change %
+4.04%
% of All Funds
15.32%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.18%
New
80
Increased
228
Reduced
224
Closed
50
Calls
$56.7M
Puts
$120M
Net Calls
-$63.3M
Net Calls Change
-$70.4M
Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
576
Plante Moran Financial Advisors
Michigan
$55K +$2.51K +14 +5%
GRP
577
Global Retirement Partners
California
$53K +$8.96K +50 +19%
FWC
578
First Washington Corp
Washington
$51K
PA
579
Parallel Advisors
California
$51K +$7.71K +43 +17%
ZB
580
Zions Bancorporation
Utah
$51K +$54.1K +302 New
BWM
581
Baystate Wealth Management
Massachusetts
$45K -$7.89K -44 -14%
ST
582
Sageworth Trust
Pennsylvania
$43K +$44.8K +250 New
BWA
583
Burt Wealth Advisors
Maryland
$42K
PCP
584
Proficio Capital Partners
Massachusetts
$38K -$717 -4 -2%
CAW
585
Cornerstone Advisors (Washington)
Washington
$38K +$1.07K +6 +3%
CPIG
586
Chicago Partners Investment Group
Illinois
$34K
NSIM
587
North Star Investment Management
Illinois
$34K
NIT
588
NumerixS Investment Technologies
British Columbia, Canada
$34K +$35.8K +200 New
SGAM
589
Smith Group Asset Management
Texas
$32K -$3.58K -20 -10%
TWA
590
TCI Wealth Advisors
Arizona
$29K
DBT
591
Dubuque Bank & Trust
Iowa
$28K
EWM
592
Edge Wealth Management
New York
$27K
WB
593
Webster Bank
Connecticut
$27K
OIA
594
OneDigital Investment Advisors
Kansas
$24K
MFW
595
Mosaic Family Wealth
Missouri
$24K +$10.6K +59 +74%
DWM
596
Destination Wealth Management
California
$23K -$13.8K -77 -37%
GAM
597
Gemmer Asset Management
California
$23K
BAM
598
Bruderman Asset Management
New York
$23K +$23.8K +133 New
BCM
599
Brasada Capital Management
Texas
$22K +$23.5K +131 New
RFA
600
Reilly Financial Advisors
California
$21K