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M&T Bank

825 hedge funds and large institutions have $16.6B invested in M&T Bank in 2023 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 277 increasing their positions, 333 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.27% more ownership

Funds ownership: 81.62%82.89% (+1.3%)

8% less funds holding

Funds holding: 896825 (-71)

17% less repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 333

18% less capital invested

Capital invested by funds: $20.2B → $16.6B (-$3.63B)

24% less call options, than puts

Call options by funds: $133M | Put options by funds: $175M

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

39% less first-time investments, than exits

New positions opened: 80 | Existing positions closed: 131

Holders
825
Holders Change
-71
Holders Change %
-7.92%
% of All Funds
13.15%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.08%
New
80
Increased
277
Reduced
333
Closed
131
Calls
$133M
Puts
$175M
Net Calls
-$42.1M
Net Calls Change
-$106M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
601
Shell Asset Management
Netherlands
$240K -$1.02K -7 -0.3%
BCV
602
Banque Cantonale Vaudoise
Switzerland
$240K
Simplex Trading
603
Simplex Trading
Illinois
$239K -$1.27M -8,759 -81%
PMEF
604
Point72 Middle East FZE
United Arab Emirates
$238K -$688K -4,738 -70%
QCM
605
Quantinno Capital Management
New York
$238K +$289K +1,994 New
FWM
606
Focused Wealth Management
New York
$237K +$198K +1,361 +220%
BBA
607
BLB&B Advisors
Pennsylvania
$237K +$581 +4 +0.2%
WA
608
WBH Advisory
Maryland
$236K +$287K +1,977 New
TF
609
TimeScale Financial
Massachusetts
$236K -$21.2K -146 -7%
MAS
610
Meeder Advisory Services
Ohio
$236K -$98.4K -678 -26%
PGFC
611
Peapack-Gladstone Financial Corp
New Jersey
$235K
ACM
612
Acrisure Capital Management
Texas
$232K +$281K +1,938 New
HFA
613
High Falls Advisors
New York
$230K +$2.61K +18 +0.9%
CC
614
Chicago Capital
Illinois
$230K
AA
615
Addison Advisors
Vermont
$230K -$53.6K -369 -16%
KWM
616
Kingsview Wealth Management
Oregon
$229K +$4.36K +30 +2%
CCA
617
Checchi Capital Advisers
California
$228K +$8.13K +56 +3%
BL
618
Balentine LLC
Georgia
$228K -$403K -2,775 -59%
DEA
619
DoubleLine ETF Adviser
Florida
$227K -$77.2K -532 -22%
LA
620
Latitude Advisors
Florida
$226K -$5.23K -36 -2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
621
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$224K -$3.91M -26,920 -93%
FLPIM
622
F.L. Putnam Investment Management
Massachusetts
$223K +$5.81K +40 +2%
SW
623
SVB Wealth
Massachusetts
$222K -$58.9K -406 -18%
EBA
624
Eagle Bay Advisors
New York
$221K
WSC
625
Wellington Shields & Co
New York
$220K

MTB Hedge Fund Activity: Q1 2023 in Review

825 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in M&T Bank (MTB) for Q1 2023, worth a combined $16.6B — down 18% from $20.2B a quarter earlier.

Sellers outnumbered buyers: 131 funds closed out of MTB and 80 opened new positions — a net loss of 51 holders — while 333 trimmed existing stakes and 277 added.

The largest buyer was Wellington Management Group, adding an estimated $573M. The largest seller was Wells Fargo, cutting an estimated $313M.

  • 825 institutional investors held M&T Bank (MTB) as of Q1 2023, down from 896 in Q4 2022.
  • Funds reported $16.6B of M&T Bank stock for Q1 2023, down 18% quarter-over-quarter.
  • 80 funds opened new M&T Bank positions in Q1 2023 and 131 closed out, a net change of -51 holders.
  • The largest M&T Bank buyer in Q1 2023 was Wellington Management Group, an estimated $573M added.
  • The largest M&T Bank seller in Q1 2023 was Wells Fargo, an estimated $313M sold.

Based on aggregated 13F filings for Q1 2023.