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M&T Bank

804 hedge funds and large institutions have $17.6B invested in M&T Bank in 2023 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 274 increasing their positions, 307 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

2% more capital invested

Capital invested by funds: $17.2B → $17.6B (+$401M)

0.06% more ownership

Funds ownership: 83.98%84.04% (+0.06%)

3% less funds holding

Funds holding: 828804 (-24)

11% less repeat investments, than reductions

Existing positions increased: 274 | Existing positions reduced: 307

12% less first-time investments, than exits

New positions opened: 72 | Existing positions closed: 82

71% less call options, than puts

Call options by funds: $185M | Put options by funds: $645M

Holders
804
Holders Change
-24
Holders Change %
-2.9%
% of All Funds
12.76%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
72
Increased
274
Reduced
307
Closed
82
Calls
$185M
Puts
$645M
Net Calls
-$460M
Net Calls Change
+$2.38M
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
651
Baystate Wealth Management
Massachusetts
$105K +$1.17K +9 +1%
Caisse de Depot et Placement du Quebec (CDPQ)
652
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$103K
EWA
653
EverSource Wealth Advisors
Alabama
$99.7K +$4.57K +35 +5%
TWM
654
Tradition Wealth Management
Minnesota
$93K +$3.91K +30 +4%
IG
655
ING Group
Netherlands
$92.4K +$95.3K +731 New
C
656
Covestor
United Kingdom
$92K -$67.4K -517 -42%
HFM
657
Harvest Fund Management
China
$91K +$94.3K +723 New
PTC
658
Private Trust Company
Ohio
$88.9K
LFA
659
Level Financial Advisors
New York
$85.6K -$2.09K -16 -2%
CWM
660
Compass Wealth Management
Connecticut
$84.2K
JGIA
661
Jackson Grant Investment Advisers
Connecticut
$81.2K
VAG
662
VisionPoint Advisory Group
Texas
$81K -$16.8K -129 -17%
CWP
663
Concord Wealth Partners
Virginia
$78.6K -$179K -1,371 -69%
MIFH
664
Migdal Insurance & Financial Holdings
Israel
$77K -$200K -1,533 -72%
Parallax Volatility Advisers
665
Parallax Volatility Advisers
California
$74.6K -$1.49M -11,430 -95%
CA
666
Clearstead Advisors
Ohio
$72.1K +$37.2K +285 +100%
LC
667
Lindbrook Capital
California
$72.1K -$3.39K -26 -4%
JWM
668
Janiczek Wealth Management
Colorado
$71.2K
OAJ
669
Ogorek Anthony Joseph
New York
$69K
ZB
670
Zions Bancorporation
Utah
$63.7K
AA
671
Alta Advisers
United Kingdom
$63.2K
MFC
672
Mechanics Financial Corp
Ohio
$63.2K
MMG
673
Monetary Management Group
Missouri
$63.2K
TF
674
Tompkins Financial
New York
$63.2K
PFBT
675
Parkside Financial Bank & Trust
Missouri
$58.5K +$6.13K +47 +11%

MTB Hedge Fund Activity: Q3 2023 in Review

804 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in M&T Bank (MTB) for Q3 2023, worth a combined $17.6B — up 2.3% from $17.2B a quarter earlier.

Sellers outnumbered buyers: 82 funds closed out of MTB and 72 opened new positions — a net loss of 10 holders — while 307 trimmed existing stakes and 274 added.

The largest buyer was Invesco, adding an estimated $84.9M. The largest seller was Wellington Management Group, cutting an estimated $87.1M.

  • 804 institutional investors held M&T Bank (MTB) as of Q3 2023, down from 828 in Q2 2023.
  • Funds reported $17.6B of M&T Bank stock for Q3 2023, up 2.3% quarter-over-quarter.
  • 72 funds opened new M&T Bank positions in Q3 2023 and 82 closed out, a net change of -10 holders.
  • The largest M&T Bank buyer in Q3 2023 was Invesco, an estimated $84.9M added.
  • The largest M&T Bank seller in Q3 2023 was Wellington Management Group, an estimated $87.1M sold.

Based on aggregated 13F filings for Q3 2023.