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M&T Bank

804 hedge funds and large institutions have $17.6B invested in M&T Bank in 2023 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 274 increasing their positions, 307 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

2% more capital invested

Capital invested by funds: $17.2B → $17.6B (+$401M)

0.06% more ownership

Funds ownership: 83.98%84.04% (+0.06%)

3% less funds holding

Funds holding: 828804 (-24)

11% less repeat investments, than reductions

Existing positions increased: 274 | Existing positions reduced: 307

12% less first-time investments, than exits

New positions opened: 72 | Existing positions closed: 82

71% less call options, than puts

Call options by funds: $185M | Put options by funds: $645M

Holders
804
Holders Change
-24
Holders Change %
-2.9%
% of All Funds
12.76%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
72
Increased
274
Reduced
307
Closed
82
Calls
$185M
Puts
$645M
Net Calls
-$460M
Net Calls Change
+$2.38M
Name Holding Trade Value Shares
Change
Change in
Stake
Credit Agricole
626
Credit Agricole
France
$197K +$203K +1,560 New
S
627
SignatureFD
Georgia
$193K +$32K +245 +19%
GWS
628
Glassman Wealth Services
Virginia
$182K +$79.8K +612 +74%
DGAM
629
Desjardins Global Asset Management
Quebec, Canada
$181K -$35.2K -270 -16%
LFA
630
LGT Financial Advisors
Texas
$177K +$182K +1,396 New
T
631
TOBAM
France
$175K
CFB
632
Cullen/Frost Bankers
Texas
$172K
GRP
633
Global Retirement Partners
California
$167K -$4.43K -34 -2%
HCM
634
Highlander Capital Management
New Jersey
$166K +$171K +1,313 New
FMTCOCP
635
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$159K
HFM
636
Hartford Financial Management
Connecticut
$159K
WTA
637
Washington Trust Advisors
Massachusetts
$157K
SSB
638
Sandy Spring Bank
Maryland
$156K +$32.6K +250 +25%
FDCDDQ
639
Federation des caisses Desjardins du Quebec
Quebec, Canada
$145K
SR
640
Syntax Research
Florida
$143K +$147K +1,129 New
QCG
641
Quadrant Capital Group
Ohio
$142K +$61K +468 +72%
FDCC
642
Foster Dykema Cabot & Co
Massachusetts
$138K -$357K -2,734 -71%
LWCFA
643
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$137K -$45.7K -350 -23%
JWA
644
JFS Wealth Advisors
Pennsylvania
$130K +$1.3K +10 +1%
AF
645
Allworth Financial
California
$129K -$5.35K -41 -4%
SIM
646
Sentry Investment Management
Wisconsin
$121K -$30.3K -232 -19%
SAM
647
Shell Asset Management
Netherlands
$121K -$1.96K -15 -2%
PPC
648
Park Place Capital
Alabama
$112K
CSPIA
649
Cary Street Partners Investment Advisory
Virginia
$107K +$37K +284 +50%
CT
650
Caldwell Trust
Florida
$106K -$1.44K -11 -1%

MTB Hedge Fund Activity: Q3 2023 in Review

804 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in M&T Bank (MTB) for Q3 2023, worth a combined $17.6B — up 2.3% from $17.2B a quarter earlier.

Sellers outnumbered buyers: 82 funds closed out of MTB and 72 opened new positions — a net loss of 10 holders — while 307 trimmed existing stakes and 274 added.

The largest buyer was Invesco, adding an estimated $84.9M. The largest seller was Wellington Management Group, cutting an estimated $87.1M.

  • 804 institutional investors held M&T Bank (MTB) as of Q3 2023, down from 828 in Q2 2023.
  • Funds reported $17.6B of M&T Bank stock for Q3 2023, up 2.3% quarter-over-quarter.
  • 72 funds opened new M&T Bank positions in Q3 2023 and 82 closed out, a net change of -10 holders.
  • The largest M&T Bank buyer in Q3 2023 was Invesco, an estimated $84.9M added.
  • The largest M&T Bank seller in Q3 2023 was Wellington Management Group, an estimated $87.1M sold.

Based on aggregated 13F filings for Q3 2023.