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M&T Bank

828 hedge funds and large institutions have $17.2B invested in M&T Bank in 2023 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 278 increasing their positions, 329 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

1.09% more ownership

Funds ownership: 82.89%83.98% (+1.1%)

7% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 81

4% more capital invested

Capital invested by funds: $16.6B → $17.2B (+$612M)

0% more funds holding

Funds holding: 825828 (+3)

16% less repeat investments, than reductions

Existing positions increased: 278 | Existing positions reduced: 329

71% less call options, than puts

Call options by funds: $185M | Put options by funds: $648M

Holders
828
Holders Change
+3
Holders Change %
+0.36%
% of All Funds
13%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
87
Increased
278
Reduced
329
Closed
81
Calls
$185M
Puts
$648M
Net Calls
-$463M
Net Calls Change
-$421M
Name Holding Trade Value Shares
Change
Change in
Stake
WTA
651
Washington Trust Advisors
Massachusetts
$153K -$23.6K -195 -14%
SIM
652
Sentry Investment Management
Wisconsin
$147K +$144K +1,190 New
FDCDDQ
653
Federation des caisses Desjardins du Quebec
Quebec, Canada
$142K -$591K -4,885 -81%
HT
654
Headlands Technologies
Illinois
$131K +$128K +1,060 New
AF
655
Allworth Financial
California
$131K -$605 -5 -0.5%
JWA
656
JFS Wealth Advisors
Pennsylvania
$126K -$1.45K -12 -1%
SSB
657
Sandy Spring Bank
Maryland
$122K +$30.2K +250 +34%
SAM
658
Shell Asset Management
Netherlands
$120K -$126K -1,040 -52%
PPC
659
Park Place Capital
Alabama
$110K -$405K -3,346 -79%
CT
660
Caldwell Trust
Florida
$105K -$3.63K -30 -3%
GWS
661
Glassman Wealth Services
Virginia
$102K -$76.3K -631 -43%
BWM
662
Baystate Wealth Management
Massachusetts
$102K +$1.09K +9 +1%
Caisse de Depot et Placement du Quebec (CDPQ)
663
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$101K -$3.88M -32,048 -98%
BC
664
Bartlett & Co
Ohio
$99K
BCWM
665
Bartlett & Co Wealth Management
Ohio
$98.5K
VAG
666
VisionPoint Advisory Group
Texas
$95.3K -$418K -3,453 -82%
EWA
667
EverSource Wealth Advisors
Alabama
$93.3K +$10.6K +88 +13%
PTC
668
Private Trust Company
Ohio
$87K -$4.48K -37 -5%
TWM
669
Tradition Wealth Management
Minnesota
$87K +$847 +7 +1%
Kayne Anderson Rudnick Investment Management
670
Kayne Anderson Rudnick Investment Management
California
$86.6K
LFA
671
Level Financial Advisors
New York
$85.8K
CWM
672
Compass Wealth Management
Connecticut
$82.4K
QCG
673
Quadrant Capital Group
Ohio
$80.7K -$7.74K -64 -9%
JGIA
674
Jackson Grant Investment Advisers
Connecticut
$79.5K +$726 +6 +0.9%
LC
675
Lindbrook Capital
California
$73.8K +$12.2K +101 +20%

MTB Hedge Fund Activity: Q2 2023 in Review

828 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in M&T Bank (MTB) for Q2 2023, worth a combined $17.2B — up 3.7% from $16.6B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new MTB positions and 81 closed out — a net gain of 6 holders — while 278 added to existing stakes and 329 trimmed.

The largest buyer was LSV Asset Management, adding an estimated $77.9M. The largest seller was Ninety One (UK), exiting entirely with an estimated $84M sold.

  • 828 institutional investors held M&T Bank (MTB) as of Q2 2023, up from 825 in Q1 2023.
  • Funds reported $17.2B of M&T Bank stock for Q2 2023, up 3.7% quarter-over-quarter.
  • 87 funds opened new M&T Bank positions in Q2 2023 and 81 closed out, a net change of +6 holders.
  • The largest M&T Bank buyer in Q2 2023 was LSV Asset Management, an estimated $77.9M added.
  • The largest M&T Bank seller in Q2 2023 was Ninety One (UK), an estimated $84M sold.

Based on aggregated 13F filings for Q2 2023.