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M&T Bank

941 hedge funds and large institutions have $25.7B invested in M&T Bank in 2024 Q3 according to their latest regulatory filings, with 111 funds opening new positions, 330 increasing their positions, 337 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more funds holding in top 10

Funds holding in top 10: 711 (+4)

42% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 78

33% more call options, than puts

Call options by funds: $154M | Put options by funds: $116M

20% more capital invested

Capital invested by funds: $21.5B → $25.7B (+$4.23B)

3% more funds holding

Funds holding: 918941 (+23)

1.45% more ownership

Funds ownership: 85.23%86.68% (+1.5%)

2% less repeat investments, than reductions

Existing positions increased: 330 | Existing positions reduced: 337

Holders
941
Holders Change
+23
Holders Change %
+2.51%
% of All Funds
13.51%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.16%
New
111
Increased
330
Reduced
337
Closed
78
Calls
$154M
Puts
$116M
Net Calls
+$38.3M
Net Calls Change
-$23.3M
Name Holding Trade Value Shares
Change
Change in
Stake
AAG
651
Armstrong Advisory Group
Massachusetts
$291K
BBA
652
BLB&B Advisors
Pennsylvania
$289K
CFO
653
Collective Family Office
Pennsylvania
$289K
BCG
654
Breakwater Capital Group
New Jersey
$286K +$1.16K +7 +0.4%
FAG
655
Fortitude Advisory Group
Washington
$286K -$9.62K -58 -3%
CWA
656
Clearview Wealth Advisors
Oregon
$285K -$9.12K -55 -3%
IAA
657
Independent Advisor Alliance
North Carolina
$285K -$23.7K -143 -8%
KeyBank National Association
658
KeyBank National Association
Ohio
$283K -$22.9K -138 -8%
TF
659
Tompkins Financial
New York
$282K +$20.7K +125 +9%
BCM
660
Brown Capital Management
Maryland
$282K
GRP
661
Global Retirement Partners
California
$282K -$11.6K -70 -4%
BFG
662
Beacon Financial Group
Texas
$280K -$28.9K -174 -10%
WBC
663
Westpac Banking Corp
Australia
$280K +$154K +929 +145%
Empower Advisory Group
664
Empower Advisory Group
Colorado
$278K +$663 +4 +0.3%
CIBC Private Wealth Group
665
CIBC Private Wealth Group
Georgia
$277K +$39.3K +237 +18%
WAAG
666
Wealth Alliance Advisory Group
Kansas
$277K +$258K +1,554 New
LA
667
Legacy Advisors
Pennsylvania
$276K -$1.49K -9 -0.6%
SVWAG
668
Sound View Wealth Advisors Group
Georgia
$276K +$15.6K +94 +6%
SS
669
Sunbelt Securities
Texas
$275K
SWM
670
Silverlake Wealth Management
Vermont
$274K -$3.65K -22 -1%
FTWA
671
Fifth Third Wealth Advisors
Ohio
$274K -$9.62K -58 -4%
WA
672
Wealth Alliance
New York
$273K -$19.6K -118 -7%
SWIM
673
Smallwood Wealth Investment Management
New Jersey
$271K -$1.21M -7,275 -83%
ATC
674
Argent Trust Co
Tennessee
$270K +$1.82K +11 +0.7%
FNBOO
675
First National Bank of Omaha
Nebraska
$269K

MTB Hedge Fund Activity: Q3 2024 in Review

941 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in M&T Bank (MTB) for Q3 2024, worth a combined $25.7B — up 20% from $21.5B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new MTB positions and 78 closed out — a net gain of 33 holders — while 330 added to existing stakes and 337 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $306M. The largest seller was Wellington Management Group, cutting an estimated $242M.

  • 941 institutional investors held M&T Bank (MTB) as of Q3 2024, up from 918 in Q2 2024.
  • Funds reported $25.7B of M&T Bank stock for Q3 2024, up 20% quarter-over-quarter.
  • 111 funds opened new M&T Bank positions in Q3 2024 and 78 closed out, a net change of +33 holders.
  • The largest M&T Bank buyer in Q3 2024 was Morgan Stanley, an estimated $306M added.
  • The largest M&T Bank seller in Q3 2024 was Wellington Management Group, an estimated $242M sold.

Based on aggregated 13F filings for Q3 2024.