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M&T Bank

673 hedge funds and large institutions have $18.3B invested in M&T Bank in 2019 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 209 increasing their positions, 237 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 42

6% more capital invested

Capital invested by funds: $17.3B → $18.3B (+$994M)

5% more funds holding

Funds holding: 639673 (+34)

0.25% less ownership

Funds ownership: 81.86%81.61% (-0.25%)

12% less repeat investments, than reductions

Existing positions increased: 209 | Existing positions reduced: 237

12% less call options, than puts

Call options by funds: $44.3M | Put options by funds: $50.3M

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
673
Holders Change
+34
Holders Change %
+5.32%
% of All Funds
13.26%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.1%
New
90
Increased
209
Reduced
237
Closed
42
Calls
$44.3M
Puts
$50.3M
Net Calls
-$6.03M
Net Calls Change
-$4.17M
Name Holding Trade Value Shares
Change
Change in
Stake
IFAM
651
Institutional & Family Asset Management
Colorado
$2K
SA
652
SRH Advisors
Kansas
$2K
APWM
653
Atlas Private Wealth Management
New York
$2K +$1.46K +9 New
KPW
654
Kore Private Wealth
New York
$2K +$1.95K +12 New
SFG
655
Sowa Financial Group
Rhode Island
$2K +$2.27K +14 New
WCM
656
Wealthcare Capital Management
Virginia
$2K +$2.27K +14 New
TI
657
tru Independence
Oregon
$2K +$3.08K +19 New
FPFS
658
First Personal Financial Services
North Carolina
$1K -$8.76K -54 -89%
BWM
659
BerganKDV Wealth Management
Minnesota
$1K
SCA
660
Stonebridge Capital Advisors
Minnesota
$1K
AssetMark Inc
661
AssetMark Inc
California
$1K +$487 +3 New
BAM
662
Bellevue Asset Management
Washington
$1K +$649 +4 New
CA
663
CXI Advisors
Indiana
$1K +$974 +6 New
RFM
664
Royal Fund Management
Florida
$1K +$974 +6 New
KWM
665
Keebeck Wealth Management
Illinois
$1K +$1.3K +8 New
HWM
666
Howard Wealth Management
Connecticut
$1K +$1.62K +10 New
SMFS
667
Squar Milner Financial Services
California
$1K +$1.78K +11 New
WQ
668
Wealth Quarterback
New Jersey
$706 +$649 +4 New
PP
669
Prudential plc
United Kingdom
-$25.4M -160,798 Closed
Arrowstreet Capital
670
Arrowstreet Capital
Massachusetts
-$17.6M -111,100 Closed
Teacher Retirement System of Texas
671
Teacher Retirement System of Texas
Texas
-$11.7M -73,895 Closed
Renaissance Technologies
672
Renaissance Technologies
New York
-$7.67M -48,542 Closed
CSS
673
Cubist Systematic Strategies
Connecticut
-$5.02M -31,785 Closed
BIC
674
Beach Investment Counsel
Pennsylvania
-$2.71M -17,162 Closed
OTPPB
675
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$2.31M -14,592 Closed

MTB Hedge Fund Activity: Q4 2019 in Review

673 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in M&T Bank (MTB) for Q4 2019, worth a combined $18.3B — up 5.7% from $17.3B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new MTB positions and 42 closed out — a net gain of 48 holders — while 209 added to existing stakes and 237 trimmed.

The largest buyer was Pendal Group, opening a new position worth an estimated $95.7M. The largest seller was Vontobel Asset Management, cutting an estimated $119M.

  • 673 institutional investors held M&T Bank (MTB) as of Q4 2019, up from 639 in Q3 2019.
  • Funds reported $18.3B of M&T Bank stock for Q4 2019, up 5.7% quarter-over-quarter.
  • 90 funds opened new M&T Bank positions in Q4 2019 and 42 closed out, a net change of +48 holders.
  • The largest M&T Bank buyer in Q4 2019 was Pendal Group, an estimated $95.7M added.
  • The largest M&T Bank seller in Q4 2019 was Vontobel Asset Management, an estimated $119M sold.

Based on aggregated 13F filings for Q4 2019.