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M&T Bank

825 hedge funds and large institutions have $16.6B invested in M&T Bank in 2023 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 277 increasing their positions, 333 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.27% more ownership

Funds ownership: 81.62%82.89% (+1.3%)

8% less funds holding

Funds holding: 896825 (-71)

17% less repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 333

18% less capital invested

Capital invested by funds: $20.2B → $16.6B (-$3.63B)

24% less call options, than puts

Call options by funds: $133M | Put options by funds: $175M

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

39% less first-time investments, than exits

New positions opened: 80 | Existing positions closed: 131

Holders
825
Holders Change
-71
Holders Change %
-7.92%
% of All Funds
13.15%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.08%
New
80
Increased
277
Reduced
333
Closed
131
Calls
$133M
Puts
$175M
Net Calls
-$42.1M
Net Calls Change
-$106M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
651
Allworth Financial
California
$127K -$7.26K -50 -4%
DGAM
652
Desjardins Global Asset Management
Quebec, Canada
$126K -$290K -1,997 -66%
S
653
SignatureFD
Georgia
$126K +$46.7K +322 +44%
JWA
654
JFS Wealth Advisors
Pennsylvania
$123K +$1.31K +9 +0.9%
SOW
655
State of Wyoming
Wyoming
$123K +$7.55K +52 +5%
AAG
656
Armstrong Advisory Group
Massachusetts
$114K
PCM
657
Penserra Capital Management
California
$111K
BF
658
BOK Financial
Oklahoma
$109K -$5.34M -36,798 -98%
AS
659
AM Squared
Hong Kong
$108K -$305K -2,100 -70%
CT
660
Caldwell Trust
Florida
$105K
GFWA
661
Grey Fox Wealth Advisors
Delaware
$104K +$126K +867 New
BWM
662
Baystate Wealth Management
Massachusetts
$97.6K +$1.16K +8 +1%
BCWM
663
Bartlett & Co Wealth Management
Ohio
$95.2K
BC
664
Bartlett & Co
Ohio
$95K
PTC
665
Private Trust Company
Ohio
$88.5K +$71.7K +494 +201%
SSB
666
Sandy Spring Bank
Maryland
$87.9K -$72.6K -500 -40%
QCG
667
Quadrant Capital Group
Ohio
$85.6K +$23.4K +161 +29%
TWM
668
Tradition Wealth Management
Minnesota
$84K +$102K +700 New
Kayne Anderson Rudnick Investment Management
669
Kayne Anderson Rudnick Investment Management
California
$83.7K
BTI
670
Blue Trust Inc
Georgia
$83K -$435 -3 -0.5%
LFA
671
Level Financial Advisors
New York
$82.9K
FCB
672
First Command Bank
Texas
$80.2K
FCFS
673
First Command Financial Services
Texas
$80.2K
CWM
674
Compass Wealth Management
Connecticut
$79.6K -$34.3K -236 -26%
EWA
675
EverSource Wealth Advisors
Alabama
$79.6K -$7.69K -53 -7%

MTB Hedge Fund Activity: Q1 2023 in Review

825 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in M&T Bank (MTB) for Q1 2023, worth a combined $16.6B — down 18% from $20.2B a quarter earlier.

Sellers outnumbered buyers: 131 funds closed out of MTB and 80 opened new positions — a net loss of 51 holders — while 333 trimmed existing stakes and 277 added.

The largest buyer was Wellington Management Group, adding an estimated $573M. The largest seller was Wells Fargo, cutting an estimated $313M.

  • 825 institutional investors held M&T Bank (MTB) as of Q1 2023, down from 896 in Q4 2022.
  • Funds reported $16.6B of M&T Bank stock for Q1 2023, down 18% quarter-over-quarter.
  • 80 funds opened new M&T Bank positions in Q1 2023 and 131 closed out, a net change of -51 holders.
  • The largest M&T Bank buyer in Q1 2023 was Wellington Management Group, an estimated $573M added.
  • The largest M&T Bank seller in Q1 2023 was Wells Fargo, an estimated $313M sold.

Based on aggregated 13F filings for Q1 2023.