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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
PA
626
Parallel Advisors
California
$220K +$177K +1,217 +197%
LNWWM
627
Laird Norton Wetherby Wealth Management
California
$219K +$266K +1,832 New
JE
628
JMAC Enterprises
Pennsylvania
$215K
BAM
629
Belpointe Asset Management
Nevada
$214K +$31.5K +217 +14%
AT
630
Arden Trust
Delaware
$213K -$140K -962 -35%
GPA
631
Garrison Point Advisors
California
$212K
WJWM
632
Williams Jones Wealth Management
New York
$210K -$25.7K -177 -9%
LJAC
633
L.J. Altfest & Co
New York
$203K
TCA
634
Transcend Capital Advisors
New Jersey
$202K -$435 -3 -0.2%
AG
635
AIA Group
Hong Kong
$201K -$24.8K -171 -9%
MNBTD
636
Moody National Bank Trust Division
Texas
$200K
EI
637
Ellevest Inc
New York
$178K +$48.9K +337 +29%
GWS
638
Glassman Wealth Services
Virginia
$174K +$12.6K +87 +6%
WTA
639
Washington Trust Advisors
Massachusetts
$171K -$871 -6 -0.4%
ONST
640
Old North State Trust
North Carolina
$170K
HPC
641
HM Payson & Co
Maine
$169K -$234K -1,609 -53%
LWCFA
642
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$168K -$13.2K -91 -6%
GRP
643
Global Retirement Partners
California
$167K +$14.8K +102 +8%
T
644
TOBAM
France
$165K +$76.9K +530 +62%
CFB
645
Cullen/Frost Bankers
Texas
$163K -$290 -2 -0.1%
ST
646
Sageworth Trust
Pennsylvania
$161K
HFM
647
Hartford Financial Management
Connecticut
$150K
CWP
648
Concord Wealth Partners
Virginia
$149K +$581 +4 +0.3%
ABLA
649
Alan B. Lancz & Associates
Ohio
$145K
AAS
650
Ameritas Advisory Services
Nebraska
$143K -$153K -1,053 -47%

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.