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M&T Bank

893 hedge funds and large institutions have $20.4B invested in M&T Bank in 2024 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 291 increasing their positions, 345 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 84

3% more capital invested

Capital invested by funds: $19.8B → $20.4B (+$605M)

1% more funds holding

Funds holding: 887893 (+6)

2.78% less ownership

Funds ownership: 87.08%84.3% (-2.8%)

16% less repeat investments, than reductions

Existing positions increased: 291 | Existing positions reduced: 345

20% less call options, than puts

Call options by funds: $134M | Put options by funds: $167M

50% less funds holding in top 10

Funds holding in top 10: 84 (-4)

Holders
893
Holders Change
+6
Holders Change %
+0.68%
% of All Funds
12.86%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
99
Increased
291
Reduced
345
Closed
84
Calls
$134M
Puts
$167M
Net Calls
-$32.9M
Net Calls Change
+$6.27M
Name Holding Trade Value Shares
Change
Change in
Stake
LA
651
Latitude Advisors
Florida
$252K -$10.4K -75 -4%
BOH
652
Bank of Hawaii
Hawaii
$251K -$60.8K -439 -20%
WSC
653
Wellington Shields & Co
New York
$251K -$16.3K -118 -6%
FAG
654
Fortitude Advisory Group
Washington
$251K +$2.08K +15 +0.9%
BFG
655
Beacon Financial Group
Texas
$248K -$38.5K -278 -14%
PPWP
656
Premier Path Wealth Partners
New Jersey
$247K +$15.2K +110 +7%
PMAM
657
Penn Mutual Asset Management
Pennsylvania
$247K -$197K -1,425 -46%
VA
658
Vident Advisory
Georgia
$246K +$234K +1,689 New
Axa
659
Axa
France
$246K
BCM
660
Brown Capital Management
Maryland
$245K
KWM
661
Kingsview Wealth Management
Oregon
$244K +$3.6K +26 +2%
CPA
662
Court Place Advisors
Maryland
$243K -$172K -1,244 -43%
MFG
663
Merit Financial Group
Georgia
$243K +$26.6K +192 +13%
BCG
664
Breakwater Capital Group
New Jersey
$240K -$8.31K -60 -4%
S
665
SignatureFD
Georgia
$240K +$277 +2 +0.1%
PCIA
666
Prime Capital Investment Advisors
Kansas
$238K -$2.22K -16 -1%
ATPW
667
Ashton Thomas Private Wealth
Arizona
$238K +$227K +1,636 New
SRC
668
Shufro Rose & Co
New York
$238K -$69.1K -499 -23%
CFO
669
Collective Family Office
Pennsylvania
$236K
NPFS
670
Novak & Powell Financial Services
Florida
$234K
QCM
671
QRG Capital Management
Illinois
$233K -$12.6K -91 -5%
BBA
672
BLB&B Advisors
Pennsylvania
$233K
HWAM
673
Hennion & Walsh Asset Management
New Jersey
$233K -$318K -2,294 -59%
WA
674
Wealth Alliance
New York
$233K +$222K +1,600 New
SIC
675
Sterling Investment Counsel
New York
$232K +$416 +3 +0.2%

MTB Hedge Fund Activity: Q1 2024 in Review

893 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in M&T Bank (MTB) for Q1 2024, worth a combined $20.4B — up 3.1% from $19.8B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new MTB positions and 84 closed out — a net gain of 15 holders — while 291 added to existing stakes and 345 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $286M. The largest seller was Morgan Stanley, cutting an estimated $352M.

  • 893 institutional investors held M&T Bank (MTB) as of Q1 2024, up from 887 in Q4 2023.
  • Funds reported $20.4B of M&T Bank stock for Q1 2024, up 3.1% quarter-over-quarter.
  • 99 funds opened new M&T Bank positions in Q1 2024 and 84 closed out, a net change of +15 holders.
  • The largest M&T Bank buyer in Q1 2024 was Fidelity Investments, an estimated $286M added.
  • The largest M&T Bank seller in Q1 2024 was Morgan Stanley, an estimated $352M sold.

Based on aggregated 13F filings for Q1 2024.