We are live on ! Find out more
MTB icon

M&T Bank

804 hedge funds and large institutions have $17.6B invested in M&T Bank in 2023 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 274 increasing their positions, 307 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

2% more capital invested

Capital invested by funds: $17.2B → $17.6B (+$401M)

0.06% more ownership

Funds ownership: 83.98%84.04% (+0.06%)

3% less funds holding

Funds holding: 828804 (-24)

11% less repeat investments, than reductions

Existing positions increased: 274 | Existing positions reduced: 307

12% less first-time investments, than exits

New positions opened: 72 | Existing positions closed: 82

71% less call options, than puts

Call options by funds: $185M | Put options by funds: $645M

Holders
804
Holders Change
-24
Holders Change %
-2.9%
% of All Funds
12.76%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
72
Increased
274
Reduced
307
Closed
82
Calls
$185M
Puts
$645M
Net Calls
-$460M
Net Calls Change
+$2.38M
Name Holding Trade Value Shares
Change
Change in
Stake
TAM
576
Trust Asset Management
Texas
$258K
CT
577
Cambridge Trust
Massachusetts
$254K -$187K -1,434 -42%
GS
578
GTS Securities
New York
$253K +$261K +2,003 New
PGFC
579
Peapack-Gladstone Financial Corp
New Jersey
$253K +$4.3K +33 +2%
BIAS
580
Beacon Investment Advisory Services
New Jersey
$253K
WPC
581
Wedmont Private Capital
Pennsylvania
$252K +$262K +2,010 New
BBA
582
BLB&B Advisors
Pennsylvania
$250K
BFG
583
Beacon Financial Group
Texas
$249K -$14.7K -113 -5%
LA
584
Latitude Advisors
Florida
$248K -$130 -1 -0.1%
HFA
585
High Falls Advisors
New York
$248K +$2.35K +18 +0.9%
GC
586
Grimes & Company
Massachusetts
$247K +$1.96K +15 +0.8%
GAM
587
Gotham Asset Management
New York
$246K -$2.87K -22 -1%
LNWWM
588
Laird Norton Wetherby Wealth Management
California
$245K +$5.35K +41 +2%
CC
589
Chicago Capital
Illinois
$243K
AA
590
Addison Advisors
Vermont
$243K
VAM
591
Vontobel Asset Management
New York
$242K -$77.7K -596 -24%
AIP
592
Ameritas Investment Partners
Nebraska
$242K -$22K -169 -8%
SG
593
StoneX Group
New York
$242K -$6.26K -48 -2%
CFSG
594
Community Financial Services Group
Vermont
$236K +$243K +1,865 New
SFG
595
SevenBridge Financial Group
Pennsylvania
$235K -$236K -1,807 -49%
PCMC
596
Paragon Capital Management (Colorado)
Colorado
$234K -$9K -69 -4%
EBA
597
Eagle Bay Advisors
New York
$233K
WSC
598
Wellington Shields & Co
New York
$233K
CWA
599
Clearview Wealth Advisors
Oregon
$232K -$26.9K -206 -10%
TIA
600
Traphagen Investment Advisors
New Jersey
$228K +$236K +1,807 New

MTB Hedge Fund Activity: Q3 2023 in Review

804 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in M&T Bank (MTB) for Q3 2023, worth a combined $17.6B — up 2.3% from $17.2B a quarter earlier.

Sellers outnumbered buyers: 82 funds closed out of MTB and 72 opened new positions — a net loss of 10 holders — while 307 trimmed existing stakes and 274 added.

The largest buyer was Invesco, adding an estimated $84.9M. The largest seller was Wellington Management Group, cutting an estimated $87.1M.

  • 804 institutional investors held M&T Bank (MTB) as of Q3 2023, down from 828 in Q2 2023.
  • Funds reported $17.6B of M&T Bank stock for Q3 2023, up 2.3% quarter-over-quarter.
  • 72 funds opened new M&T Bank positions in Q3 2023 and 82 closed out, a net change of -10 holders.
  • The largest M&T Bank buyer in Q3 2023 was Invesco, an estimated $84.9M added.
  • The largest M&T Bank seller in Q3 2023 was Wellington Management Group, an estimated $87.1M sold.

Based on aggregated 13F filings for Q3 2023.