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M&T Bank

896 hedge funds and large institutions have $20.2B invested in M&T Bank in 2022 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 259 increasing their positions, 336 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more call options, than puts

Call options by funds: $159M | Put options by funds: $95.2M

5% less first-time investments, than exits

New positions opened: 125 | Existing positions closed: 132

2.15% less ownership

Funds ownership: 83.77%81.62% (-2.2%)

3% less funds holding

Funds holding: 922896 (-26)

21% less capital invested

Capital invested by funds: $25.8B → $20.2B (-$5.52B)

23% less repeat investments, than reductions

Existing positions increased: 259 | Existing positions reduced: 336

56% less funds holding in top 10

Funds holding in top 10: 188 (-10)

Holders
896
Holders Change
-26
Holders Change %
-2.82%
% of All Funds
14.4%
Holding in Top 10
8
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-55.56%
% of All Funds
0.13%
New
125
Increased
259
Reduced
336
Closed
132
Calls
$159M
Puts
$95.2M
Net Calls
+$63.7M
Net Calls Change
+$26.9M
Name Holding Trade Value Shares
Change
Change in
Stake
HWM
576
Howard Wealth Management
Connecticut
$357K -$83.7K -509 -17%
DEA
577
DoubleLine ETF Adviser
Florida
$353K +$400K +2,434 New
WF
578
Welch & Forbes
Massachusetts
$350K
GT
579
Greenleaf Trust
Michigan
$348K -$21K -128 -5%
FCBT
580
First Citizens Bank & Trust
North Carolina
$347K -$5.26K -32 -1%
WS
581
Wedbush Securities
California
$347K -$3.62K -22 -0.9%
II
582
Inspire Investing
Idaho
$344K -$475K -2,886 -55%
WIP
583
WealthCare Investment Partners
Rhode Island
$341K +$3.12K +19 +0.8%
FTDI
584
First Trust Direct Indexing
Massachusetts
$340K -$39.1K -238 -9%
SRC
585
Shufro Rose & Co
New York
$339K +$28.8K +175 +8%
CG
586
Caprock Group
Idaho
$335K -$12.8K -78 -3%
CIS
587
Connors Investor Services
Pennsylvania
$334K
AA
588
Addison Advisors
Vermont
$332K -$93.4K -568 -20%
FA
589
FDx Advisors
Illinois
$329K -$43.1K -262 -10%
APP
590
Alpha Paradigm Partners
Illinois
$328K
SW
591
SVB Wealth
Massachusetts
$328K -$140K -851 -27%
AIM
592
Achmea Investment Management
Netherlands
$327K
AAS
593
Ameritas Advisory Services
Nebraska
$326K +$177K +1,077 +92%
SCP
594
Sandhill Capital Partners
New York
$325K
CWM
595
Connecticut Wealth Management
Connecticut
$323K +$136K +826 +59%
AIP
596
Ameritas Investment Partners
Nebraska
$323K -$26.5K -161 -7%
FB
597
Fulton Bank
Pennsylvania
$322K +$3.62K +22 +1%
AI
598
Atom Investors
Texas
$321K +$363K +2,210 New
LFA
599
Legacy Financial Advisors
Kentucky
$319K -$4.28K -26 -1%
Grantham, Mayo, Van Otterloo & Co (GMO)
600
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$319K +$362K +2,200 New

MTB Hedge Fund Activity: Q4 2022 in Review

896 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in M&T Bank (MTB) for Q4 2022, worth a combined $20.2B — down 21% from $25.8B a quarter earlier.

Sellers outnumbered buyers: 132 funds closed out of MTB and 125 opened new positions — a net loss of 7 holders — while 336 trimmed existing stakes and 259 added.

The largest buyer was Morgan Stanley, adding an estimated $205M. The largest seller was Capital World Investors, cutting an estimated $1.02B.

  • 896 institutional investors held M&T Bank (MTB) as of Q4 2022, down from 922 in Q3 2022.
  • Funds reported $20.2B of M&T Bank stock for Q4 2022, down 21% quarter-over-quarter.
  • 125 funds opened new M&T Bank positions in Q4 2022 and 132 closed out, a net change of -7 holders.
  • The largest M&T Bank buyer in Q4 2022 was Morgan Stanley, an estimated $205M added.
  • The largest M&T Bank seller in Q4 2022 was Capital World Investors, an estimated $1.02B sold.

Based on aggregated 13F filings for Q4 2022.