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M&T Bank

887 hedge funds and large institutions have $19.8B invested in M&T Bank in 2023 Q4 according to their latest regulatory filings, with 156 funds opening new positions, 270 increasing their positions, 328 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more first-time investments, than exits

New positions opened: 156 | Existing positions closed: 63

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

12% more capital invested

Capital invested by funds: $17.6B → $19.8B (+$2.18B)

10% more funds holding

Funds holding: 804887 (+83)

3.04% more ownership

Funds ownership: 84.04%87.08% (+3%)

18% less repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 328

24% less call options, than puts

Call options by funds: $122M | Put options by funds: $161M

Holders
887
Holders Change
+83
Holders Change %
+10.32%
% of All Funds
12.93%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
156
Increased
270
Reduced
328
Closed
63
Calls
$122M
Puts
$161M
Net Calls
-$39.2M
Net Calls Change
+$421M
Name Holding Trade Value Shares
Change
Change in
Stake
BOS
601
Bank of Stockton
California
$299K -$45.2K -360 -14%
CCA
602
Cobblestone Capital Advisors
New York
$299K -$25.1K -200 -8%
GAM
603
Gotham Asset Management
New York
$298K +$28.8K +229 +12%
BOH
604
Bank of Hawaii
Hawaii
$297K -$265K -2,111 -49%
IFU
605
iSAM Funds (UK)
United Kingdom
$295K +$271K +2,153 New
CIA
606
Compass Ion Advisors
Pennsylvania
$293K -$1.26K -10 -0.5%
NIM
607
NEOS Investment Management
Connecticut
$292K +$268K +2,130 New
PGAM
608
Princeton Global Asset Management
New Jersey
$291K
Simplex Trading
609
Simplex Trading
Illinois
$291K +$267K +2,126 New
ISL
610
Ingalls & Snyder LLC
New York
$288K
XT
611
XTX Topco
Cayman Islands
$288K +$264K +2,100 New
WS
612
Wedbush Securities
California
$287K -$7.54K -60 -3%
GM
613
GeoWealth Management
Illinois
$285K +$261K +2,080 New
DS
614
DRW Securities
Illinois
$284K +$260K +2,071 New
CAAM
615
Cornerstone Advisors Asset Management
Pennsylvania
$281K
PWM
616
Prentice Wealth Management
New York
$280K
FFA
617
Farther Finance Advisors
California
$279K +$210K +1,669 +452%
TAM
618
Trust Asset Management
Texas
$279K
WTC
619
WhitTier Trust Company
Nevada
$279K -$10.8K -86 -4%
SRL
620
Scientech Research LLC
New Jersey
$275K +$252K +2,009 New
CT
621
Cambridge Trust
Massachusetts
$275K
TIA
622
Traphagen Investment Advisors
New Jersey
$275K +$24.9K +198 +11%
VA
623
Valmark Advisers
Ohio
$273K -$68.5K -545 -21%
BFG
624
Beacon Financial Group
Texas
$272K -$1.63K -13 -0.7%
HFA
625
High Falls Advisors
New York
$271K +$2.14K +17 +0.9%

MTB Hedge Fund Activity: Q4 2023 in Review

887 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in M&T Bank (MTB) for Q4 2023, worth a combined $19.8B — up 12% from $17.6B a quarter earlier.

Buyers outnumbered sellers: 156 funds opened new MTB positions and 63 closed out — a net gain of 93 holders — while 270 added to existing stakes and 328 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $423M. The largest seller was Fidelity Investments, cutting an estimated $109M.

  • 887 institutional investors held M&T Bank (MTB) as of Q4 2023, up from 804 in Q3 2023.
  • Funds reported $19.8B of M&T Bank stock for Q4 2023, up 12% quarter-over-quarter.
  • 156 funds opened new M&T Bank positions in Q4 2023 and 63 closed out, a net change of +93 holders.
  • The largest M&T Bank buyer in Q4 2023 was Morgan Stanley, an estimated $423M added.
  • The largest M&T Bank seller in Q4 2023 was Fidelity Investments, an estimated $109M sold.

Based on aggregated 13F filings for Q4 2023.