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M&T Bank

676 hedge funds and large institutions have $18.9B invested in M&T Bank in 2019 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 212 increasing their positions, 245 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more call options, than puts

Call options by funds: $71.1M | Put options by funds: $35.1M

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

7% more capital invested

Capital invested by funds: $17.7B → $18.9B (+$1.21B)

0.11% less ownership

Funds ownership: 81.74%81.63% (-0.11%)

4% less first-time investments, than exits

New positions opened: 69 | Existing positions closed: 72

2% less funds holding

Funds holding: 688676 (-12)

13% less repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 245

Holders
676
Holders Change
-12
Holders Change %
-1.74%
% of All Funds
14.68%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.13%
New
69
Increased
212
Reduced
245
Closed
72
Calls
$71.1M
Puts
$35.1M
Net Calls
+$36M
Net Calls Change
+$18.6M
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
651
Executive Wealth Management
Michigan
$5K
GT
652
Glenmede Trust
Pennsylvania
$4.34K +$2.32M +13,988 +121%
HGWM
653
Harvest Group Wealth Management
Massachusetts
$4K
ST
654
Smithfield Trust
Pennsylvania
$4K
TA
655
TCG Advisors
Texas
$4K
SWA
656
Sutton Wealth Advisors
Florida
$3.06K
TFS
657
TrustCore Financial Services
Tennessee
$3K -$1.33K -8 -31%
VFA
658
Valeo Financial Advisors
Indiana
$3K
VNA
659
Valley National Advisers
Pennsylvania
$3K
EWA
660
Evolution Wealth Advisors
Florida
$3K +$3.31K +20 New
LGWM
661
Litman Gregory Wealth Management
California
$3K +$3.31K +20 New
SMFS
662
Squar Milner Financial Services
California
$2K -$1.33K -8 -42%
CTC
663
Central Trust Company
Missouri
$2K
SA
664
SRH Advisors
Kansas
$2K
CCM
665
Cribstone Capital Management
Maine
$2K +$1.66K +10 New
BWM
666
BerganKDV Wealth Management
Minnesota
$1K
SCA
667
Stonebridge Capital Advisors
Minnesota
$1K +$497 +3 New
PW
668
Price Wealth
Texas
$1K +$829 +5 New
BL
669
Balentine LLC
Georgia
$1K +$994 +6 New
CB
670
CNB Bank
Pennsylvania
$1K +$994 +6 New
W
671
WealthStone
Ohio
$510 +$497 +3 New
UB
672
UMB Bank
Missouri
$362 +$497 +3 +0.1%
WIM
673
Westside Investment Management
California
$8 +$8.62K +52 New
WG
674
Winton Group
United Kingdom
-$10.4M -66,242 Closed
ZIM
675
Zacks Investment Management
Illinois
-$9.15M -58,252 Closed