We are live on ! Find out more
MTB icon

M&T Bank

673 hedge funds and large institutions have $18.3B invested in M&T Bank in 2019 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 209 increasing their positions, 237 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 42

6% more capital invested

Capital invested by funds: $17.3B → $18.3B (+$994M)

5% more funds holding

Funds holding: 639673 (+34)

0.25% less ownership

Funds ownership: 81.86%81.61% (-0.25%)

12% less repeat investments, than reductions

Existing positions increased: 209 | Existing positions reduced: 237

12% less call options, than puts

Call options by funds: $44.3M | Put options by funds: $50.3M

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
673
Holders Change
+34
Holders Change %
+5.32%
% of All Funds
13.26%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.1%
New
90
Increased
209
Reduced
237
Closed
42
Calls
$44.3M
Puts
$50.3M
Net Calls
-$6.03M
Net Calls Change
-$4.17M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
601
Anchor Investment Management
South Carolina
$17K
IA
602
IFP Advisors
Florida
$16K -$20.3K -125 -63%
OAJ
603
Ogorek Anthony Joseph
New York
$16K
PA
604
Procyon Advisors
Connecticut
$16K +$15.4K +95 New
GAM
605
Gemmer Asset Management
California
$15K
JFGIW
606
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$15K
VCP
607
Verus Capital Partners
Arizona
$15K +$14.8K +91 New
EWM
608
Endurance Wealth Management
Rhode Island
$14K
WB
609
Webster Bank
Connecticut
$14K +$9.74K +60 +300%
WPA
610
West Paces Advisors
Georgia
$13.8K
SLF
611
Sun Life Financial
Ontario, Canada
$13K -$5.03K -31 -28%
EARNEST Partners
612
EARNEST Partners
Georgia
$13K
JGIA
613
Jackson Grant Investment Advisers
Connecticut
$13K
LWM
614
Liberty Wealth Management
California
$13K +$12K +74 New
ACM
615
Allred Capital Management
Texas
$11.7K +$11.2K +69 New
CT
616
Caldwell Trust
Florida
$11K +$10.5K +65 New
SFSIG
617
San Francisco Sentry Investment Group
California
$11K
WFMPM
618
Woodley Farra Manion Portfolio Management
Indiana
$11K +$10.2K +63 New
WEC
619
Winslow Evans & Crocker
Massachusetts
$10K
NIM
620
NuWave Investment Management
New Jersey
$10K +$2.92K +18 +44%
RA
621
Rational Advisors
New York
$10K +$2.92K +18 +44%
TFO
622
Tarbox Family Office
California
$9K -$1.62K -10 -16%
EFSCE
623
Enterprise Financial Services Corp (EFSC)
Missouri
$9K
TFGT
624
TS Financial Group (TSFG)
Illinois
$9K
SF
625
Synovus Financial
Georgia
$9K +$162 +1 +2%

MTB Hedge Fund Activity: Q4 2019 in Review

673 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in M&T Bank (MTB) for Q4 2019, worth a combined $18.3B — up 5.7% from $17.3B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new MTB positions and 42 closed out — a net gain of 48 holders — while 209 added to existing stakes and 237 trimmed.

The largest buyer was Pendal Group, opening a new position worth an estimated $95.7M. The largest seller was Vontobel Asset Management, cutting an estimated $119M.

  • 673 institutional investors held M&T Bank (MTB) as of Q4 2019, up from 639 in Q3 2019.
  • Funds reported $18.3B of M&T Bank stock for Q4 2019, up 5.7% quarter-over-quarter.
  • 90 funds opened new M&T Bank positions in Q4 2019 and 42 closed out, a net change of +48 holders.
  • The largest M&T Bank buyer in Q4 2019 was Pendal Group, an estimated $95.7M added.
  • The largest M&T Bank seller in Q4 2019 was Vontobel Asset Management, an estimated $119M sold.

Based on aggregated 13F filings for Q4 2019.