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M&T Bank

682 hedge funds and large institutions have $18.8B invested in M&T Bank in 2018 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 235 increasing their positions, 233 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 48

2% more funds holding

Funds holding: 669682 (+13)

4% more call options, than puts

Call options by funds: $43.3M | Put options by funds: $41.8M

1% more repeat investments, than reductions

Existing positions increased: 235 | Existing positions reduced: 233

1.35% less ownership

Funds ownership: 80.95%79.6% (-1.3%)

6% less capital invested

Capital invested by funds: $20B → $18.8B (-$1.16B)

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

Holders
682
Holders Change
+13
Holders Change %
+1.94%
% of All Funds
15.59%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.11%
New
68
Increased
235
Reduced
233
Closed
48
Calls
$43.3M
Puts
$41.8M
Net Calls
+$1.53M
Net Calls Change
+$64.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
651
CSat Investment Advisory
Michigan
$7K +$1.21K +7 +18%
SFSIG
652
San Francisco Sentry Investment Group
California
$7K +$2.25K +13 +46%
JGIA
653
Jackson Grant Investment Advisers
Connecticut
$7K +$7.46K +43 New
BBA
654
Braun-Bostich & Associates
Pennsylvania
$6K
OC
655
Oakworth Capital
Alabama
$6K
RMC
656
Resources Management Corp
Connecticut
$6K +$6.94K +40 New
WCM
657
Whitener Capital Management
North Carolina
$6K +$6.94K +40 New
MYIA
658
Mount Yale Investment Advisors
Colorado
$5K -$8.68K -50 -61%
CCM
659
Cribstone Capital Management
Maine
$5K
FHA
660
First Horizon Advisors
Tennessee
$5K +$6.07K +35 New
ST
661
Smithfield Trust
Pennsylvania
$4K -$5.72K -33 -60%
AC
662
Avestar Capital
New York
$4K -$1.21K -7 -19%
LFA
663
Legacy Financial Advisors
Kentucky
$4K
VCM
664
Vigilant Capital Management
Maine
$4K
GI
665
Gradient Investments
Minnesota
$3K
HT
666
Heritage Trust
Oklahoma
$3K
Rockefeller Capital Management
667
Rockefeller Capital Management
New York
$3K
SMFS
668
Squar Milner Financial Services
California
$3K
VFA
669
Valeo Financial Advisors
Indiana
$3K
WF
670
WealthTrust Fairport
Ohio
$3K
TFS
671
TrustCore Financial Services
Tennessee
$3K +$3.12K +18 New
SWA
672
Sutton Wealth Advisors
Florida
$2.96K
AAP
673
Arax Advisory Partners
Colorado
$2K -$867 -5 -29%
SA
674
SRH Advisors
Kansas
$2K
DWM
675
Destination Wealth Management
California
$1K -$21.7K -125 -94%