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M&T Bank

887 hedge funds and large institutions have $19.8B invested in M&T Bank in 2023 Q4 according to their latest regulatory filings, with 156 funds opening new positions, 270 increasing their positions, 328 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more first-time investments, than exits

New positions opened: 156 | Existing positions closed: 63

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

12% more capital invested

Capital invested by funds: $17.6B → $19.8B (+$2.18B)

10% more funds holding

Funds holding: 804887 (+83)

3.04% more ownership

Funds ownership: 84.04%87.08% (+3%)

18% less repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 328

24% less call options, than puts

Call options by funds: $122M | Put options by funds: $161M

Holders
887
Holders Change
+83
Holders Change %
+10.32%
% of All Funds
12.93%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
156
Increased
270
Reduced
328
Closed
63
Calls
$122M
Puts
$161M
Net Calls
-$39.2M
Net Calls Change
+$421M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
626
Smartleaf Asset Management
Massachusetts
$271K +$246K +1,958 New
SRC
627
Shufro Rose & Co
New York
$270K
GC
628
Grimes & Company
Massachusetts
$267K -$880 -7 -0.4%
GT
629
Greenleaf Trust
Michigan
$265K -$88K -700 -27%
CC
630
Chicago Capital
Illinois
$264K
AA
631
Addison Advisors
Vermont
$263K
AIP
632
Ameritas Investment Partners
Nebraska
$263K
VAM
633
Vontobel Asset Management
New York
$260K -$2.76K -22 -1%
SFI
634
Siemens Fonds Invest
Germany
$259K +$238K +1,892 New
SG
635
StoneX Group
New York
$259K -$2.76K -22 -1%
PI
636
PFG Investments
New York
$259K +$237K +1,888 New
PWMG
637
Prestige Wealth Management Group
New Jersey
$256K +$231K +1,839 +6,568%
EBA
638
Eagle Bay Advisors
New York
$253K
WSC
639
Wellington Shields & Co
New York
$252K
SFG
640
SevenBridge Financial Group
Pennsylvania
$252K -$2.01K -16 -0.9%
CC
641
Centiva Capital
New York
$249K +$228K +1,818 New
CWA
642
Clearview Wealth Advisors
Oregon
$248K -$3.02K -24 -1%
MAS
643
Meeder Advisory Services
Ohio
$248K +$15.6K +124 +7%
LA
644
Latitude Advisors
Florida
$247K -$20.1K -160 -8%
FA
645
FDx Advisors
Illinois
$246K -$37.2K -296 -14%
VSQM
646
V-Square Quantitative Management
Illinois
$246K
JIC
647
Joel Isaacson & Co
New York
$243K +$377 +3 +0.2%
BCG
648
Breakwater Capital Group
New Jersey
$243K -$11.3K -90 -5%
HWM
649
HB Wealth Management
Georgia
$242K +$3.39K +27 +2%
SWM
650
SeaCrest Wealth Management
New York
$239K -$65.7K -523 -23%

MTB Hedge Fund Activity: Q4 2023 in Review

887 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in M&T Bank (MTB) for Q4 2023, worth a combined $19.8B — up 12% from $17.6B a quarter earlier.

Buyers outnumbered sellers: 156 funds opened new MTB positions and 63 closed out — a net gain of 93 holders — while 270 added to existing stakes and 328 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $423M. The largest seller was Fidelity Investments, cutting an estimated $109M.

  • 887 institutional investors held M&T Bank (MTB) as of Q4 2023, up from 804 in Q3 2023.
  • Funds reported $19.8B of M&T Bank stock for Q4 2023, up 12% quarter-over-quarter.
  • 156 funds opened new M&T Bank positions in Q4 2023 and 63 closed out, a net change of +93 holders.
  • The largest M&T Bank buyer in Q4 2023 was Morgan Stanley, an estimated $423M added.
  • The largest M&T Bank seller in Q4 2023 was Fidelity Investments, an estimated $109M sold.

Based on aggregated 13F filings for Q4 2023.