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M&T Bank

825 hedge funds and large institutions have $16.6B invested in M&T Bank in 2023 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 277 increasing their positions, 333 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.27% more ownership

Funds ownership: 81.62%82.89% (+1.3%)

8% less funds holding

Funds holding: 896825 (-71)

17% less repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 333

18% less capital invested

Capital invested by funds: $20.2B → $16.6B (-$3.63B)

24% less call options, than puts

Call options by funds: $133M | Put options by funds: $175M

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

39% less first-time investments, than exits

New positions opened: 80 | Existing positions closed: 131

Holders
825
Holders Change
-71
Holders Change %
-7.92%
% of All Funds
13.15%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.08%
New
80
Increased
277
Reduced
333
Closed
131
Calls
$133M
Puts
$175M
Net Calls
-$42.1M
Net Calls Change
-$106M
Name Holding Trade Value Shares
Change
Change in
Stake
SS
576
Simplicity Solutions
Minnesota
$271K +$329K +2,264 New
BFG
577
Bleakley Financial Group
New Jersey
$270K -$94.4K -650 -22%
WP
578
Waycross Partners
Kentucky
$269K +$327K +2,250 New
SCP
579
Sandhill Capital Partners
New York
$268K +$581 +4 +0.2%
RCAG
580
Rehmann Capital Advisory Group
Michigan
$263K +$70.7K +487 +28%
XF
581
XML Financial
Maryland
$261K +$2.03K +14 +0.6%
CCA
582
Cobblestone Capital Advisors
New York
$261K -$72.6K -500 -19%
HI
583
Horizon Investments
North Carolina
$260K -$468K -3,222 -60%
JC
584
JB Capital
Connecticut
$258K -$290 -2 -0.1%
WTC
585
WhitTier Trust Company
Nevada
$254K +$6.97K +48 +2%
CI
586
Cigna Investments
Connecticut
$254K -$5.52K -38 -2%
PGAM
587
Princeton Global Asset Management
New Jersey
$254K
SAM
588
Silvercrest Asset Management
New York
$252K
ISL
589
Ingalls & Snyder LLC
New York
$251K
GT
590
Greenleaf Trust
Michigan
$250K -$45.1K -311 -13%
AIP
591
Ameritas Investment Partners
Nebraska
$249K
CWA
592
Clearview Wealth Advisors
Oregon
$247K -$112K -771 -27%
TRIA
593
Trail Ridge Investment Advisors
Colorado
$246K
FHA
594
First Horizon Advisors
Tennessee
$246K +$13.4K +92 +5%
SG
595
StoneX Group
New York
$246K +$298K +2,053 New
FMAEN1
596
Fund Management at Engine No 1
California
$245K +$22.2K +153 +8%
PWM
597
Prentice Wealth Management
New York
$245K -$10.6K -73 -3%
TAM
598
Trust Asset Management
Texas
$244K +$8.13K +56 +3%
FAG
599
Fortitude Advisory Group
Washington
$242K +$38.9K +268 +15%
BIAS
600
Beacon Investment Advisory Services
New Jersey
$240K -$8.86K -61 -3%

MTB Hedge Fund Activity: Q1 2023 in Review

825 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in M&T Bank (MTB) for Q1 2023, worth a combined $16.6B — down 18% from $20.2B a quarter earlier.

Sellers outnumbered buyers: 131 funds closed out of MTB and 80 opened new positions — a net loss of 51 holders — while 333 trimmed existing stakes and 277 added.

The largest buyer was Wellington Management Group, adding an estimated $573M. The largest seller was Wells Fargo, cutting an estimated $313M.

  • 825 institutional investors held M&T Bank (MTB) as of Q1 2023, down from 896 in Q4 2022.
  • Funds reported $16.6B of M&T Bank stock for Q1 2023, down 18% quarter-over-quarter.
  • 80 funds opened new M&T Bank positions in Q1 2023 and 131 closed out, a net change of -51 holders.
  • The largest M&T Bank buyer in Q1 2023 was Wellington Management Group, an estimated $573M added.
  • The largest M&T Bank seller in Q1 2023 was Wells Fargo, an estimated $313M sold.

Based on aggregated 13F filings for Q1 2023.