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M&T Bank

896 hedge funds and large institutions have $20.2B invested in M&T Bank in 2022 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 259 increasing their positions, 336 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more call options, than puts

Call options by funds: $159M | Put options by funds: $95.2M

5% less first-time investments, than exits

New positions opened: 125 | Existing positions closed: 132

2.15% less ownership

Funds ownership: 83.77%81.62% (-2.2%)

3% less funds holding

Funds holding: 922896 (-26)

21% less capital invested

Capital invested by funds: $25.8B → $20.2B (-$5.52B)

23% less repeat investments, than reductions

Existing positions increased: 259 | Existing positions reduced: 336

56% less funds holding in top 10

Funds holding in top 10: 188 (-10)

Holders
896
Holders Change
-26
Holders Change %
-2.82%
% of All Funds
14.4%
Holding in Top 10
8
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-55.56%
% of All Funds
0.13%
New
125
Increased
259
Reduced
336
Closed
132
Calls
$159M
Puts
$95.2M
Net Calls
+$63.7M
Net Calls Change
+$26.9M
Name Holding Trade Value Shares
Change
Change in
Stake
HFA
626
High Falls Advisors
New York
$276K +$84.5K +514 +37%
FMAEN1
627
Fund Management at Engine No 1
California
$275K +$34.5K +210 +12%
KWM
628
Kingsview Wealth Management
Oregon
$273K -$22.2K -135 -7%
CCA
629
Checchi Capital Advisers
California
$269K -$49.3K -300 -14%
AG
630
AIA Group
Hong Kong
$268K +$218K +1,327 +254%
EBA
631
Eagle Bay Advisors
New York
$268K
BC
632
Bridgefront Capital
Texas
$268K +$303K +1,845 New
WSC
633
Wellington Shields & Co
New York
$267K
FLPIM
634
F.L. Putnam Investment Management
Massachusetts
$265K +$40.3K +245 +15%
NICM
635
Neo Ivy Capital Management
New York
$262K +$297K +1,806 New
EWA
636
Exencial Wealth Advisors
Oklahoma
$261K -$6.79M -41,265 -96%
JE
637
JMAC Enterprises
Pennsylvania
$261K
CWM
638
Congress Wealth Management
Massachusetts
$257K -$18.3K -111 -6%
FA
639
Fiducient Advisors
Illinois
$257K
GPA
640
Garrison Point Advisors
California
$257K
PWM
641
Perigon Wealth Management
California
$255K +$289K +1,757 New
FAG
642
Fortitude Advisory Group
Washington
$255K +$4.28K +26 +2%
CFO
643
Collective Family Office
Pennsylvania
$250K -$87.5K -532 -24%
IWC
644
Integrated Wealth Concepts
Massachusetts
$249K +$2.63K +16 +0.9%
RCAG
645
Rehmann Capital Advisory Group
Michigan
$249K +$21.7K +132 +8%
LJAC
646
L.J. Altfest & Co
New York
$247K
TCA
647
Transcend Capital Advisors
New Jersey
$246K -$329 -2 -0.1%
CGL
648
Clarius Group LLC
Washington
$246K +$658 +4 +0.2%
CT
649
Columbia Trust
Oregon
$246K +$4.77K +29 +2%
MGIM
650
M&G Investment Management
United Kingdom
$245K -$17.4M -105,587 -98%

MTB Hedge Fund Activity: Q4 2022 in Review

896 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in M&T Bank (MTB) for Q4 2022, worth a combined $20.2B — down 21% from $25.8B a quarter earlier.

Sellers outnumbered buyers: 132 funds closed out of MTB and 125 opened new positions — a net loss of 7 holders — while 336 trimmed existing stakes and 259 added.

The largest buyer was Morgan Stanley, adding an estimated $205M. The largest seller was Capital World Investors, cutting an estimated $1.02B.

  • 896 institutional investors held M&T Bank (MTB) as of Q4 2022, down from 922 in Q3 2022.
  • Funds reported $20.2B of M&T Bank stock for Q4 2022, down 21% quarter-over-quarter.
  • 125 funds opened new M&T Bank positions in Q4 2022 and 132 closed out, a net change of -7 holders.
  • The largest M&T Bank buyer in Q4 2022 was Morgan Stanley, an estimated $205M added.
  • The largest M&T Bank seller in Q4 2022 was Capital World Investors, an estimated $1.02B sold.

Based on aggregated 13F filings for Q4 2022.