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M&T Bank

704 hedge funds and large institutions have $17.2B invested in M&T Bank in 2021 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 231 increasing their positions, 218 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 60

57% more funds holding in top 10

Funds holding in top 10: 711 (+4)

9% more funds holding

Funds holding: 645704 (+59)

1.66% more ownership

Funds ownership: 86.2%87.85% (+1.7%)

6% more repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 218

4% more capital invested

Capital invested by funds: $16.5B → $17.2B (+$636M)

3% more call options, than puts

Call options by funds: $82.1M | Put options by funds: $79.9M

Holders
704
Holders Change
+59
Holders Change %
+9.15%
% of All Funds
10.83%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.17%
New
128
Increased
231
Reduced
218
Closed
60
Calls
$82.1M
Puts
$79.9M
Net Calls
+$2.25M
Net Calls Change
-$4.49M
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
676
Carroll Financial Associates
North Carolina
$2K -$28.7K -187 -93%
ADL
677
Asset Dedication LLC
California
$2K
CWC
678
Carolinas Wealth Consulting
North Carolina
$2K
CI Investments Inc
679
CI Investments Inc
Ontario, Canada
$2K
EWM
680
Edge Wealth Management
New York
$2K
LWANC
681
Laurel Wealth Advisors (North Carolina)
North Carolina
$2K
PWMG
682
Prestige Wealth Management Group
New Jersey
$2K
TWA
683
TCI Wealth Advisors
Arizona
$2K
SIS
684
Sound Income Strategies
Florida
$2K +$1.84K +12 New
ANBT
685
American National Bank & Trust
Texas
$2K +$2.46K +16 New
SC
686
Stephens Consulting
Michigan
$1.69K +$1.69K +11 New
SRC
687
Samson Rock Capital
United Kingdom
$1.06K +$1.06M +6,912 New
HI
688
Harbour Investments
Wisconsin
$1K -$23K -150 -95%
GI
689
Gradient Investments
Minnesota
$1K
TFM
690
TFC Financial Management
Massachusetts
$1K
TFA
691
Transamerica Financial Advisors
Florida
$1K
CSWM
692
Cassady Schiller Wealth Management
Ohio
$1K +$768 +5 New
AIP
693
Ahrens Investment Partners
Louisiana
$1K +$1.07K +7 New
AA
694
Ancora Advisors
Ohio
$1K +$1.07K +7 New
SC
695
Schubert & Co
Texas
$1K +$1.07K +7 New
RCM
696
Raleigh Capital Management
North Carolina
$1K +$1.23K +8 New
CWS
697
Confluence Wealth Services
Pennsylvania
$1K +$1.69K +11 New
Lazard Asset Management
698
Lazard Asset Management
New York
$1K +$1.69K +11 New
GFPC
699
Global Financial Private Client
Florida
$768
BBHC
700
Brown Brothers Harriman & Co
New York
$422 +$105K +685 +33%

MTB Hedge Fund Activity: Q4 2021 in Review

704 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in M&T Bank (MTB) for Q4 2021, worth a combined $17.2B — up 3.8% from $16.5B a quarter earlier.

Buyers outnumbered sellers: 128 funds opened new MTB positions and 60 closed out — a net gain of 68 holders — while 231 added to existing stakes and 218 trimmed.

The largest buyer was Barrow, Hanley, Mewhinney & Strauss, opening a new position worth an estimated $118M. The largest seller was Invesco, cutting an estimated $130M.

  • 704 institutional investors held M&T Bank (MTB) as of Q4 2021, up from 645 in Q3 2021.
  • Funds reported $17.2B of M&T Bank stock for Q4 2021, up 3.8% quarter-over-quarter.
  • 128 funds opened new M&T Bank positions in Q4 2021 and 60 closed out, a net change of +68 holders.
  • The largest M&T Bank buyer in Q4 2021 was Barrow, Hanley, Mewhinney & Strauss, an estimated $118M added.
  • The largest M&T Bank seller in Q4 2021 was Invesco, an estimated $130M sold.

Based on aggregated 13F filings for Q4 2021.