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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
CFA
626
Carroll Financial Associates
North Carolina
$16K
JA
627
JOYN Advisors
Georgia
$16K +$3.12K +18 +22%
OAJ
628
Ogorek Anthony Joseph
New York
$16K +$17.4K +100 New
CGT
629
Capital Guardian Trust
California
$15K +$16.1K +93 New
RCAG
630
Rehmann Capital Advisory Group
Michigan
$14.9K
TPWA
631
TRUE Private Wealth Advisors
Oregon
$14.3K +$15.1K +87 New
EWM
632
Endurance Wealth Management
Rhode Island
$14K
AF
633
Allworth Financial
California
$14K +$14.6K +84 New
WPA
634
West Paces Advisors
Georgia
$13.3K
PFBT
635
Parkside Financial Bank & Trust
Missouri
$13K -$520 -3 -4%
TL
636
TrueWealth LLC
Georgia
$13K
EARNEST Partners
637
EARNEST Partners
Georgia
$12K
WWMSC
638
Wagner Wealth Management (South Carolina)
South Carolina
$11K
OFW
639
Omnia Family Wealth
Florida
$10K
RBC
640
Roble Belko & Company
Pennsylvania
$10K
WEC
641
Winslow Evans & Crocker
Massachusetts
$10K
CBT
642
Central Bank & Trust
Kentucky
$10K +$10.4K +60 New
EFSCE
643
Enterprise Financial Services Corp (EFSC)
Missouri
$9K -$1.04K -6 -10%
FPFS
644
First Personal Financial Services
North Carolina
$9K +$2.6K +15 +38%
WIM
645
Westside Investment Management
California
$8.56K
AWM
646
Avior Wealth Management
Nebraska
$8K
CAG
647
Csenge Advisory Group
Florida
$8K +$8.5K +49 New
WAM
648
Wolverine Asset Management
Illinois
$8K +$9.2K +53 New
TFO
649
Tarbox Family Office
California
$7K
QCG
650
Quadrant Capital Group
Ohio
$7K +$520 +3 +6%