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M&T Bank

893 hedge funds and large institutions have $20.4B invested in M&T Bank in 2024 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 291 increasing their positions, 345 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 84

3% more capital invested

Capital invested by funds: $19.8B → $20.4B (+$605M)

1% more funds holding

Funds holding: 887893 (+6)

2.78% less ownership

Funds ownership: 87.08%84.3% (-2.8%)

16% less repeat investments, than reductions

Existing positions increased: 291 | Existing positions reduced: 345

20% less call options, than puts

Call options by funds: $134M | Put options by funds: $167M

50% less funds holding in top 10

Funds holding in top 10: 84 (-4)

Holders
893
Holders Change
+6
Holders Change %
+0.68%
% of All Funds
12.86%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
99
Increased
291
Reduced
345
Closed
84
Calls
$134M
Puts
$167M
Net Calls
-$32.9M
Net Calls Change
+$6.27M
Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
576
Bar Harbor Wealth Management
New Hampshire
$350K
EAM
577
Empirical Asset Management
Massachusetts
$345K +$329K +2,373 New
CNBT
578
Canandaigua National Bank & Trust
New York
$345K -$33.7K -243 -9%
WS
579
Wedbush Securities
California
$344K +$37.4K +270 +13%
AC
580
Avestar Capital
New York
$343K +$98.1K +708 +43%
PL
581
Plancorp LLC
Missouri
$342K +$2.91K +21 +0.9%
RA
582
Ransom Advisory
Rhode Island
$341K +$325K +2,347 New
SG
583
StoneX Group
New York
$341K +$63K +455 +24%
AA
584
Addison Advisors
Vermont
$340K +$58.2K +420 +22%
LAM
585
Lewis Asset Management
California
$340K -$83.1K -600 -20%
SAM
586
Smartleaf Asset Management
Massachusetts
$333K +$47.5K +343 +18%
KPWS
587
Kestra Private Wealth Services
Texas
$331K -$1.08M -7,819 -77%
GC
588
Grimes & Company
Massachusetts
$331K +$45.4K +328 +17%
FC
589
Forte Capital
New York
$328K -$41K -296 -12%
FCI
590
Financial Counselors Inc
Kansas
$327K +$3.74K +27 +1%
LJAC
591
L.J. Altfest & Co
New York
$327K -$15.1K -109 -5%
FWM
592
Focused Wealth Management
New York
$327K -$4.57K -33 -1%
BC
593
Burney Company
Virginia
$326K
MCM
594
Magnolia Capital Management
New York
$324K
WF
595
Welch & Forbes
Massachusetts
$323K -$2.49K -18 -0.8%
CB
596
Community Bank
New York
$322K
EF
597
Empowered Funds
Pennsylvania
$321K +$64.4K +465 +27%
EM
598
Excalibur Management
Massachusetts
$319K
CCA
599
Cobblestone Capital Advisors
New York
$317K
SCP
600
Sandhill Capital Partners
New York
$315K -$10.8K -78 -3%

MTB Hedge Fund Activity: Q1 2024 in Review

893 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in M&T Bank (MTB) for Q1 2024, worth a combined $20.4B — up 3.1% from $19.8B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new MTB positions and 84 closed out — a net gain of 15 holders — while 291 added to existing stakes and 345 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $286M. The largest seller was Morgan Stanley, cutting an estimated $352M.

  • 893 institutional investors held M&T Bank (MTB) as of Q1 2024, up from 887 in Q4 2023.
  • Funds reported $20.4B of M&T Bank stock for Q1 2024, up 3.1% quarter-over-quarter.
  • 99 funds opened new M&T Bank positions in Q1 2024 and 84 closed out, a net change of +15 holders.
  • The largest M&T Bank buyer in Q1 2024 was Fidelity Investments, an estimated $286M added.
  • The largest M&T Bank seller in Q1 2024 was Morgan Stanley, an estimated $352M sold.

Based on aggregated 13F filings for Q1 2024.