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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
SWM
601
SeaCrest Wealth Management
New York
$21K
SIM
602
Sonora Investment Management
Arizona
$21K +$22.4K +125 New
FHA
603
Flagship Harbor Advisors
Massachusetts
$19K +$21K +117 New
AF
604
Advisornet Financial
Minnesota
$18K
MFBTD
605
MB Financial Bank - Trust Department
Illinois
$18K
AIM
606
Anchor Investment Management
South Carolina
$17K -$22.4K -125 -56%
CFA
607
Carroll Financial Associates
North Carolina
$17K -$1.25K -7 -7%
DOA
608
D'Orazio & Associates
Virginia
$17K
JFGIW
609
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$17K
ADL
610
Asset Dedication LLC
California
$17K +$18.3K +102 New
RA
611
Rational Advisors
New York
$16K +$5.91K +33 +55%
RCAG
612
Rehmann Capital Advisory Group
Michigan
$15.4K
EWM
613
Endurance Wealth Management
Rhode Island
$15K
SPIA
614
Steward Partners Investment Advisory
New York
$15K +$12K +67 +279%
GFP
615
Gryphon Financial Partners
Ohio
$14K -$3.76K -21 -21%
MYIA
616
Mount Yale Investment Advisors
Colorado
$14K
TL
617
TrueWealth LLC
Georgia
$14K
PFBT
618
Parkside Financial Bank & Trust
Missouri
$14K +$1.43K +8 +11%
JA
619
JOYN Advisors
Georgia
$14K +$5.74K +32 +65%
WPA
620
West Paces Advisors
Georgia
$13.8K +$1.43K +8 +11%
EARNEST Partners
621
EARNEST Partners
Georgia
$13K
EIP
622
Epoch Investment Partners
New York
$12.5K -$2.37M -13,227 -15%
WWMSC
623
Wagner Wealth Management (South Carolina)
South Carolina
$12K
ClearBridge Investments
624
ClearBridge Investments
New York
$12K +$12.7K +71 New
SNT
625
Security National Trust
West Virginia
$11K