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M&T Bank

804 hedge funds and large institutions have $17.6B invested in M&T Bank in 2023 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 274 increasing their positions, 307 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

2% more capital invested

Capital invested by funds: $17.2B → $17.6B (+$401M)

0.06% more ownership

Funds ownership: 83.98%84.04% (+0.06%)

3% less funds holding

Funds holding: 828804 (-24)

11% less repeat investments, than reductions

Existing positions increased: 274 | Existing positions reduced: 307

12% less first-time investments, than exits

New positions opened: 72 | Existing positions closed: 82

71% less call options, than puts

Call options by funds: $185M | Put options by funds: $645M

Holders
804
Holders Change
-24
Holders Change %
-2.9%
% of All Funds
12.76%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
72
Increased
274
Reduced
307
Closed
82
Calls
$185M
Puts
$645M
Net Calls
-$460M
Net Calls Change
+$2.38M
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
601
Sterling Investment Counsel
New York
$228K -$18.3K -140 -7%
MS
602
Maven Securities
Jersey
$228K +$235K +1,800 New
PCM
603
Penserra Capital Management
California
$227K -$13K -100 -5%
VSQM
604
V-Square Quantitative Management
Illinois
$227K +$194K +1,489 +488%
CI
605
Cigna Investments
Connecticut
$226K -$38K -291 -14%
JIC
606
Joel Isaacson & Co
New York
$224K +$522 +4 +0.2%
CPA
607
Court Place Advisors
Maryland
$221K
HWM
608
HB Wealth Management
Georgia
$219K +$226K +1,736 New
FAG
609
Fortitude Advisory Group
Washington
$215K +$1.96K +15 +0.9%
TCA
610
Transcend Capital Advisors
New Jersey
$213K -$1.04K -8 -0.5%
MAS
611
Meeder Advisory Services
Ohio
$213K +$5.09K +39 +2%
BCM
612
Brown Capital Management
Maryland
$213K +$220K +1,685 New
KWM
613
Kingsview Wealth Management
Oregon
$211K +$217K +1,665 New
Axa
614
Axa
France
$210K +$4.83K +37 +2%
Assenagon Asset Management
615
Assenagon Asset Management
Luxembourg
$209K -$1.5M -11,492 -87%
ACA
616
Aptus Capital Advisors
Alabama
$208K +$214K +1,642 New
AAG
617
Armstrong Advisory Group
Massachusetts
$206K -$18.5K -142 -8%
CFO
618
Collective Family Office
Pennsylvania
$205K +$391 +3 +0.2%
DIA
619
Dana Investment Advisors
Wisconsin
$204K -$13.4K -103 -6%
AWM
620
Apollon Wealth Management
South Carolina
$204K -$522 -4 -0.2%
PMAM
621
Penn Mutual Asset Management
Pennsylvania
$202K +$209K +1,600 New
BCG
622
Breakwater Capital Group
New Jersey
$202K +$235K +1,801 New
PCM
623
Princeton Capital Management
New Jersey
$202K +$208K +1,595 New
SVWAG
624
Sound View Wealth Advisors Group
Georgia
$200K +$207K +1,585 New
ASN
625
Advisory Services Network
Georgia
$200K -$307K -2,350 -60%

MTB Hedge Fund Activity: Q3 2023 in Review

804 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in M&T Bank (MTB) for Q3 2023, worth a combined $17.6B — up 2.3% from $17.2B a quarter earlier.

Sellers outnumbered buyers: 82 funds closed out of MTB and 72 opened new positions — a net loss of 10 holders — while 307 trimmed existing stakes and 274 added.

The largest buyer was Invesco, adding an estimated $84.9M. The largest seller was Wellington Management Group, cutting an estimated $87.1M.

  • 804 institutional investors held M&T Bank (MTB) as of Q3 2023, down from 828 in Q2 2023.
  • Funds reported $17.6B of M&T Bank stock for Q3 2023, up 2.3% quarter-over-quarter.
  • 72 funds opened new M&T Bank positions in Q3 2023 and 82 closed out, a net change of -10 holders.
  • The largest M&T Bank buyer in Q3 2023 was Invesco, an estimated $84.9M added.
  • The largest M&T Bank seller in Q3 2023 was Wellington Management Group, an estimated $87.1M sold.

Based on aggregated 13F filings for Q3 2023.