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M&T Bank

828 hedge funds and large institutions have $17.2B invested in M&T Bank in 2023 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 278 increasing their positions, 329 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

1.09% more ownership

Funds ownership: 82.89%83.98% (+1.1%)

7% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 81

4% more capital invested

Capital invested by funds: $16.6B → $17.2B (+$612M)

0% more funds holding

Funds holding: 825828 (+3)

16% less repeat investments, than reductions

Existing positions increased: 278 | Existing positions reduced: 329

71% less call options, than puts

Call options by funds: $185M | Put options by funds: $648M

Holders
828
Holders Change
+3
Holders Change %
+0.36%
% of All Funds
13%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
87
Increased
278
Reduced
329
Closed
81
Calls
$185M
Puts
$648M
Net Calls
-$463M
Net Calls Change
-$421M
Name Holding Trade Value Shares
Change
Change in
Stake
WJWM
626
Williams Jones Wealth Management
New York
$217K
AWCI
627
Alpine Woods Capital Investors
New York
$217K -$432K -3,570 -67%
CPA
628
Court Place Advisors
Maryland
$216K +$211K +1,744 New
DIA
629
Dana Investment Advisors
Wisconsin
$213K +$208K +1,718 New
DGAM
630
Desjardins Global Asset Management
Quebec, Canada
$210K +$78.4K +648 +62%
TCA
631
Transcend Capital Advisors
New Jersey
$210K
FAG
632
Fortitude Advisory Group
Washington
$209K -$40.5K -335 -17%
WA
633
WBH Advisory
Maryland
$207K -$36.4K -301 -15%
MNBTD
634
Moody National Bank Trust Division
Texas
$207K
MAS
635
Meeder Advisory Services
Ohio
$204K -$39.4K -326 -17%
Axa
636
Axa
France
$201K -$89.8K -742 -31%
CFO
637
Collective Family Office
Pennsylvania
$201K +$196K +1,621 New
EM
638
Excalibur Management
Massachusetts
$200K +$196K +1,620 New
AWM
639
Apollon Wealth Management
South Carolina
$200K +$196K +1,619 New
Point72 Asset Management
640
Point72 Asset Management
Connecticut
$196K -$158K -1,308 -45%
LWCFA
641
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$186K +$12.1K +100 +7%
VCM
642
Vigilant Capital Management
Maine
$186K +$181K +1,500 New
MIH
643
Meitav Investment House
Israel
$186K +$181K +1,495 New
GRP
644
Global Retirement Partners
California
$173K -$6.78K -56 -4%
T
645
TOBAM
France
$171K
CFB
646
Cullen/Frost Bankers
Texas
$169K +$121 +1 +0.1%
S
647
SignatureFD
Georgia
$159K +$27.9K +231 +22%
FMTCOCP
648
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$156K +$121K +1,000 +385%
HFM
649
Hartford Financial Management
Connecticut
$156K
C
650
Covestor
United Kingdom
$154K +$121K +1,000 +420%

MTB Hedge Fund Activity: Q2 2023 in Review

828 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in M&T Bank (MTB) for Q2 2023, worth a combined $17.2B — up 3.7% from $16.6B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new MTB positions and 81 closed out — a net gain of 6 holders — while 278 added to existing stakes and 329 trimmed.

The largest buyer was LSV Asset Management, adding an estimated $77.9M. The largest seller was Ninety One (UK), exiting entirely with an estimated $84M sold.

  • 828 institutional investors held M&T Bank (MTB) as of Q2 2023, up from 825 in Q1 2023.
  • Funds reported $17.2B of M&T Bank stock for Q2 2023, up 3.7% quarter-over-quarter.
  • 87 funds opened new M&T Bank positions in Q2 2023 and 81 closed out, a net change of +6 holders.
  • The largest M&T Bank buyer in Q2 2023 was LSV Asset Management, an estimated $77.9M added.
  • The largest M&T Bank seller in Q2 2023 was Ninety One (UK), an estimated $84M sold.

Based on aggregated 13F filings for Q2 2023.