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M&T Bank

682 hedge funds and large institutions have $18.8B invested in M&T Bank in 2018 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 235 increasing their positions, 233 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 48

2% more funds holding

Funds holding: 669682 (+13)

4% more call options, than puts

Call options by funds: $43.3M | Put options by funds: $41.8M

1% more repeat investments, than reductions

Existing positions increased: 235 | Existing positions reduced: 233

1.35% less ownership

Funds ownership: 80.95%79.6% (-1.3%)

6% less capital invested

Capital invested by funds: $20B → $18.8B (-$1.16B)

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

Holders
682
Holders Change
+13
Holders Change %
+1.94%
% of All Funds
15.59%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.11%
New
68
Increased
235
Reduced
233
Closed
48
Calls
$43.3M
Puts
$41.8M
Net Calls
+$1.53M
Net Calls Change
+$64.9M
Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
601
North Star Investment Management
Illinois
$33K
APP
602
Avantax Planning Partners
Iowa
$32K +$33.3K +192 New
FGAM
603
Financial Gravity Asset Management
Texas
$30K +$31.9K +184 +6,133%
TWA
604
TCI Wealth Advisors
Arizona
$29K +$520 +3 +2%
SGAM
605
Smith Group Asset Management
Texas
$26K -$5.21K -30 -16%
DBT
606
Dubuque Bank & Trust
Iowa
$26K -$867 -5 -3%
EWM
607
Edge Wealth Management
New York
$26K
SPIA
608
Steward Partners Investment Advisory
New York
$25K +$10.1K +58 +64%
OIA
609
OneDigital Investment Advisors
Kansas
$23K
BCM
610
Brasada Capital Management
Texas
$22K
GAM
611
Gemmer Asset Management
California
$22K
NIM
612
NuWave Investment Management
New Jersey
$21K -$203K -1,170 -90%
RFA
613
Reilly Financial Advisors
California
$21K
SIM
614
Sonora Investment Management
Arizona
$21K
RA
615
Rational Advisors
New York
$21K +$6.25K +36 +39%
PHK
616
Point72 Hong Kong
Hong Kong
$21K +$22.6K +130 New
SWM
617
SeaCrest Wealth Management
New York
$20K
JFGIW
618
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$20K +$4.16K +24 +24%
Parallax Volatility Advisers
619
Parallax Volatility Advisers
California
$19K +$19.8K +114 New
AF
620
Advisornet Financial
Minnesota
$18K
MFBTD
621
MB Financial Bank - Trust Department
Illinois
$18K
CFGS
622
Concourse Financial Group Securities
Alabama
$18K +$18.7K +108 New
ADL
623
Asset Dedication LLC
California
$17K
DOA
624
D'Orazio & Associates
Virginia
$17K
AIM
625
Anchor Investment Management
South Carolina
$16.5K