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M&T Bank

704 hedge funds and large institutions have $17.2B invested in M&T Bank in 2021 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 231 increasing their positions, 218 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 60

57% more funds holding in top 10

Funds holding in top 10: 711 (+4)

9% more funds holding

Funds holding: 645704 (+59)

1.66% more ownership

Funds ownership: 86.2%87.85% (+1.7%)

6% more repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 218

4% more capital invested

Capital invested by funds: $16.5B → $17.2B (+$636M)

3% more call options, than puts

Call options by funds: $82.1M | Put options by funds: $79.9M

Holders
704
Holders Change
+59
Holders Change %
+9.15%
% of All Funds
10.83%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.17%
New
128
Increased
231
Reduced
218
Closed
60
Calls
$82.1M
Puts
$79.9M
Net Calls
+$2.25M
Net Calls Change
-$4.49M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
651
Advisornet Financial
Minnesota
$7K
NIC
652
Northwest Investment Counselors
Oregon
$7K +$6.6K +43 New
OAJ
653
Ogorek Anthony Joseph
New York
$6K
CCA
654
Column Capital Advisors
Indiana
$6K +$307 +2 +5%
EWA
655
EverSource Wealth Advisors
Alabama
$6K +$5.99K +39 New
SFM
656
Signet Financial Management
New Jersey
$6K +$5.99K +39 New
BIA
657
Bell Investment Advisors
California
$5K -$461 -3 -9%
MCM
658
MV Capital Management
Maryland
$5K +$2.46K +16 +89%
JWM
659
Janiczek Wealth Management
Colorado
$5K +$3.84K +25 +500%
QC
660
Quent Capital
New York
$5K +$5.07K +33 New
HNWAG
661
High Net Worth Advisory Group
Florida
$5K +$5.37K +35 New
SWA
662
Sutton Wealth Advisors
Florida
$4.76K
CP
663
Castleview Partners
Texas
$4.11K +$96.8M +630,599 New
AAP
664
Arax Advisory Partners
Colorado
$4K -$2.92K -19 -44%
TSWM
665
Tyler-Stone Wealth Management
Ohio
$4K +$3.53K +23 New
GWSG
666
GPS Wealth Strategies Group
Colorado
$4K +$4.3K +28 New
PCG
667
Private Capital Group
Connecticut
$3K
RMC
668
Resources Management Corp
Connecticut
$3K
SIM
669
Sentry Investment Management
Wisconsin
$3K
ST
670
Smithfield Trust
Pennsylvania
$3K
VNA
671
Valley National Advisers
Pennsylvania
$3K
KFP
672
KB Financial Partners
New Jersey
$3K +$2.61K +17 New
FBT
673
First Bank & Trust
South Dakota
$3K +$2.76K +18 New
TAIM
674
TD Ameritrade Investment Management
Nebraska
$3K +$2.76K +18 New
SC
675
Sierra Capital
Florida
$3K +$3.07K +20 New

MTB Hedge Fund Activity: Q4 2021 in Review

704 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in M&T Bank (MTB) for Q4 2021, worth a combined $17.2B — up 3.8% from $16.5B a quarter earlier.

Buyers outnumbered sellers: 128 funds opened new MTB positions and 60 closed out — a net gain of 68 holders — while 231 added to existing stakes and 218 trimmed.

The largest buyer was Barrow, Hanley, Mewhinney & Strauss, opening a new position worth an estimated $118M. The largest seller was Invesco, cutting an estimated $130M.

  • 704 institutional investors held M&T Bank (MTB) as of Q4 2021, up from 645 in Q3 2021.
  • Funds reported $17.2B of M&T Bank stock for Q4 2021, up 3.8% quarter-over-quarter.
  • 128 funds opened new M&T Bank positions in Q4 2021 and 60 closed out, a net change of +68 holders.
  • The largest M&T Bank buyer in Q4 2021 was Barrow, Hanley, Mewhinney & Strauss, an estimated $118M added.
  • The largest M&T Bank seller in Q4 2021 was Invesco, an estimated $130M sold.

Based on aggregated 13F filings for Q4 2021.