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M&T Bank

887 hedge funds and large institutions have $19.8B invested in M&T Bank in 2023 Q4 according to their latest regulatory filings, with 156 funds opening new positions, 270 increasing their positions, 328 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more first-time investments, than exits

New positions opened: 156 | Existing positions closed: 63

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

12% more capital invested

Capital invested by funds: $17.6B → $19.8B (+$2.18B)

10% more funds holding

Funds holding: 804887 (+83)

3.04% more ownership

Funds ownership: 84.04%87.08% (+3%)

18% less repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 328

24% less call options, than puts

Call options by funds: $122M | Put options by funds: $161M

Holders
887
Holders Change
+83
Holders Change %
+10.32%
% of All Funds
12.93%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
156
Increased
270
Reduced
328
Closed
63
Calls
$122M
Puts
$161M
Net Calls
-$39.2M
Net Calls Change
+$421M
Name Holding Trade Value Shares
Change
Change in
Stake
EF
651
Empowered Funds
Pennsylvania
$238K +$218K +1,739 New
CI
652
Cigna Investments
Connecticut
$238K -$6.91K -55 -3%
MM
653
MQS Management
New York
$236K +$216K +1,721 New
FAG
654
Fortitude Advisory Group
Washington
$234K +$503 +4 +0.2%
QCM
655
QRG Capital Management
Illinois
$232K +$213K +1,693 New
Axa
656
Axa
France
$231K +$3.02K +24 +1%
BCM
657
Brown Capital Management
Maryland
$231K
TCA
658
Transcend Capital Advisors
New Jersey
$230K -$628 -5 -0.3%
IWM
659
IHT Wealth Management
Illinois
$230K -$45K -358 -18%
HPC
660
HM Payson & Co
Maine
$227K -$69.2K -551 -25%
PCIA
661
Prime Capital Investment Advisors
Kansas
$227K +$208K +1,654 New
KWM
662
Kingsview Wealth Management
Oregon
$226K -$2.01K -16 -1%
S
663
SignatureFD
Georgia
$226K +$15K +119 +8%
AC
664
Avestar Capital
New York
$224K -$104K -827 -34%
AAG
665
Armstrong Advisory Group
Massachusetts
$224K
CFO
666
Collective Family Office
Pennsylvania
$223K +$126 +1 +0.1%
NPFS
667
Novak & Powell Financial Services
Florida
$221K +$203K +1,612 New
PCM
668
Princeton Capital Management
New Jersey
$221K +$2.14K +17 +1%
SCM
669
Semanteon Capital Management
Massachusetts
$221K +$202K +1,609 New
ASN
670
Advisory Services Network
Georgia
$220K +$3.02K +24 +2%
BBA
671
BLB&B Advisors
Pennsylvania
$220K -$46.7K -372 -19%
TF
672
Tompkins Financial
New York
$218K +$137K +1,090 +218%
SIC
673
Sterling Investment Counsel
New York
$218K -$26.9K -214 -12%
LNWWM
674
Laird Norton Wetherby Wealth Management
California
$216K -$45.6K -363 -19%
MAG
675
MRA Advisory Group
New Jersey
$215K -$101K -803 -34%

MTB Hedge Fund Activity: Q4 2023 in Review

887 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in M&T Bank (MTB) for Q4 2023, worth a combined $19.8B — up 12% from $17.6B a quarter earlier.

Buyers outnumbered sellers: 156 funds opened new MTB positions and 63 closed out — a net gain of 93 holders — while 270 added to existing stakes and 328 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $423M. The largest seller was Fidelity Investments, cutting an estimated $109M.

  • 887 institutional investors held M&T Bank (MTB) as of Q4 2023, up from 804 in Q3 2023.
  • Funds reported $19.8B of M&T Bank stock for Q4 2023, up 12% quarter-over-quarter.
  • 156 funds opened new M&T Bank positions in Q4 2023 and 63 closed out, a net change of +93 holders.
  • The largest M&T Bank buyer in Q4 2023 was Morgan Stanley, an estimated $423M added.
  • The largest M&T Bank seller in Q4 2023 was Fidelity Investments, an estimated $109M sold.

Based on aggregated 13F filings for Q4 2023.