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M&T Bank

828 hedge funds and large institutions have $17.2B invested in M&T Bank in 2023 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 278 increasing their positions, 329 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

1.09% more ownership

Funds ownership: 82.89%83.98% (+1.1%)

7% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 81

4% more capital invested

Capital invested by funds: $16.6B → $17.2B (+$612M)

0% more funds holding

Funds holding: 825828 (+3)

16% less repeat investments, than reductions

Existing positions increased: 278 | Existing positions reduced: 329

71% less call options, than puts

Call options by funds: $185M | Put options by funds: $648M

Holders
828
Holders Change
+3
Holders Change %
+0.36%
% of All Funds
13%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
87
Increased
278
Reduced
329
Closed
81
Calls
$185M
Puts
$648M
Net Calls
-$463M
Net Calls Change
-$421M
Name Holding Trade Value Shares
Change
Change in
Stake
CSPIA
676
Cary Street Partners Investment Advisory
Virginia
$69.9K +$53.7K +444 +367%
JWM
677
Janiczek Wealth Management
Colorado
$69.7K +$37.6K +311 +123%
OAJ
678
Ogorek Anthony Joseph
New York
$67K
ZB
679
Zions Bancorporation
Utah
$62.4K -$14.5K -120 -19%
AA
680
Alta Advisers
United Kingdom
$61.9K
MFC
681
Mechanics Financial Corp
Ohio
$61.9K
MMG
682
Monetary Management Group
Missouri
$61.9K
TF
683
Tompkins Financial
New York
$61.9K
SOW
684
State of Wyoming
Wyoming
$59.3K -$66.2K -547 -53%
RIA
685
Realta Investment Advisors
Delaware
$58.8K +$57.5K +475 New
GIA
686
GHP Investment Advisors
Colorado
$54.5K -$22K -182 -31%
DMBA
687
Deseret Mutual Benefit Administrators
Utah
$53.3K
BWA
688
BDO Wealth Advisors
Florida
$52.4K +$2.42K +20 +5%
PFBT
689
Parkside Financial Bank & Trust
Missouri
$51.5K -$3.75K -31 -7%
CFO
690
CVA Family Office
Colorado
$51.1K +$9.44K +78 +23%
RAM
691
Riggs Asset Management
Pennsylvania
$50K -$7.86K -65 -14%
AS
692
AM Squared
Hong Kong
$49.5K -$60.5K -500 -56%
HBW
693
Hazlett, Burt & Watson
West Virginia
$48K
SHIM
694
Stone House Investment Management
Pennsylvania
$46.5K +$242 +2 +0.5%
CG
695
Cutler Group
California
$46K -$2.9K -24 -6%
HIA
696
Harbor Investment Advisory
Maryland
$43.9K
FCB
697
First Command Bank
Texas
$42.7K -$39.4K -326 -49%
FCFS
698
First Command Financial Services
Texas
$42.7K -$39.4K -326 -49%
CHA
699
Carmichael Hill & Associates
Maryland
$41.3K
SWA
700
SOA Wealth Advisors
New York
$40.8K +$121 +1 +0.3%

MTB Hedge Fund Activity: Q2 2023 in Review

828 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in M&T Bank (MTB) for Q2 2023, worth a combined $17.2B — up 3.7% from $16.6B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new MTB positions and 81 closed out — a net gain of 6 holders — while 278 added to existing stakes and 329 trimmed.

The largest buyer was LSV Asset Management, adding an estimated $77.9M. The largest seller was Ninety One (UK), exiting entirely with an estimated $84M sold.

  • 828 institutional investors held M&T Bank (MTB) as of Q2 2023, up from 825 in Q1 2023.
  • Funds reported $17.2B of M&T Bank stock for Q2 2023, up 3.7% quarter-over-quarter.
  • 87 funds opened new M&T Bank positions in Q2 2023 and 81 closed out, a net change of +6 holders.
  • The largest M&T Bank buyer in Q2 2023 was LSV Asset Management, an estimated $77.9M added.
  • The largest M&T Bank seller in Q2 2023 was Ninety One (UK), an estimated $84M sold.

Based on aggregated 13F filings for Q2 2023.