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M&T Bank

918 hedge funds and large institutions have $21.5B invested in M&T Bank in 2024 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 339 increasing their positions, 310 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

73% more call options, than puts

Call options by funds: $146M | Put options by funds: $84.2M

58% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 65

5% more capital invested

Capital invested by funds: $20.4B → $21.5B (+$1.1B)

3% more funds holding

Funds holding: 893918 (+25)

9% more repeat investments, than reductions

Existing positions increased: 339 | Existing positions reduced: 310

0.93% more ownership

Funds ownership: 84.3%85.23% (+0.93%)

Holders
918
Holders Change
+25
Holders Change %
+2.8%
% of All Funds
13.26%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.1%
New
103
Increased
339
Reduced
310
Closed
65
Calls
$146M
Puts
$84.2M
Net Calls
+$61.5M
Net Calls Change
+$94.5M
Name Holding Trade Value Shares
Change
Change in
Stake
WSC
651
Wellington Shields & Co
New York
$261K
BCV
652
Banque Cantonale Vaudoise
Switzerland
$257K +$248K +1,696 New
RWM
653
Ritholtz Wealth Management
New York
$257K +$248K +1,698 New
KWM
654
Kingsview Wealth Management
Oregon
$254K
AA
655
Addison Advisors
Vermont
$251K -$99.3K -680 -29%
FAG
656
Fortitude Advisory Group
Washington
$251K -$9.06K -62 -4%
CWA
657
Clearview Wealth Advisors
Oregon
$251K -$11.8K -81 -5%
WA
658
Wealth Alliance
New York
$250K +$7.45K +51 +3%
GRP
659
Global Retirement Partners
California
$250K +$48.6K +333 +25%
RCA
660
Resonant Capital Advisors
Wisconsin
$248K +$36.7K +251 +18%
OWA
661
One Wealth Advisors
California
$248K -$3.94K -27 -2%
ATPW
662
Ashton Thomas Private Wealth
Arizona
$248K
SRC
663
Shufro Rose & Co
New York
$247K
CAM
664
CenterStar Asset Management
Illinois
$247K +$239K +1,634 New
NPFS
665
Novak & Powell Financial Services
Florida
$247K +$3.07K +21 +1%
AAG
666
Armstrong Advisory Group
Massachusetts
$247K
BP
667
Ballentine Partners
Massachusetts
$246K +$21K +144 +10%
CFO
668
Collective Family Office
Pennsylvania
$246K
BBA
669
BLB&B Advisors
Pennsylvania
$246K +$3.36K +23 +1%
TIA
670
Traphagen Investment Advisors
New Jersey
$244K -$29.9K -205 -11%
FTWA
671
Fifth Third Wealth Advisors
Ohio
$242K +$234K +1,599 New
BCG
672
Breakwater Capital Group
New Jersey
$242K -$7.89K -54 -3%
LNWWM
673
Laird Norton Wetherby Wealth Management
California
$241K +$1.61K +11 +0.7%
BCM
674
Brown Capital Management
Maryland
$240K -$14.9K -102 -6%
SWM
675
Silverlake Wealth Management
Vermont
$237K +$228K +1,563 New

MTB Hedge Fund Activity: Q2 2024 in Review

918 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in M&T Bank (MTB) for Q2 2024, worth a combined $21.5B — up 5.4% from $20.4B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new MTB positions and 65 closed out — a net gain of 38 holders — while 339 added to existing stakes and 310 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $200M. The largest seller was Wellington Management Group, cutting an estimated $142M.

  • 918 institutional investors held M&T Bank (MTB) as of Q2 2024, up from 893 in Q1 2024.
  • Funds reported $21.5B of M&T Bank stock for Q2 2024, up 5.4% quarter-over-quarter.
  • 103 funds opened new M&T Bank positions in Q2 2024 and 65 closed out, a net change of +38 holders.
  • The largest M&T Bank buyer in Q2 2024 was Fidelity Investments, an estimated $200M added.
  • The largest M&T Bank seller in Q2 2024 was Wellington Management Group, an estimated $142M sold.

Based on aggregated 13F filings for Q2 2024.