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M&T Bank

887 hedge funds and large institutions have $19.8B invested in M&T Bank in 2023 Q4 according to their latest regulatory filings, with 156 funds opening new positions, 270 increasing their positions, 328 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more first-time investments, than exits

New positions opened: 156 | Existing positions closed: 63

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

12% more capital invested

Capital invested by funds: $17.6B → $19.8B (+$2.18B)

10% more funds holding

Funds holding: 804887 (+83)

3.04% more ownership

Funds ownership: 84.04%87.08% (+3%)

18% less repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 328

24% less call options, than puts

Call options by funds: $122M | Put options by funds: $161M

Holders
887
Holders Change
+83
Holders Change %
+10.32%
% of All Funds
12.93%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
156
Increased
270
Reduced
328
Closed
63
Calls
$122M
Puts
$161M
Net Calls
-$39.2M
Net Calls Change
+$421M
Name Holding Trade Value Shares
Change
Change in
Stake
OWA
676
One Wealth Advisors
California
$214K +$196K +1,563 New
Empower Advisory Group
677
Empower Advisory Group
Colorado
$213K +$195K +1,555 New
ACA
678
Aptus Capital Advisors
Alabama
$210K -$13.9K -111 -7%
LA
679
Legacy Advisors
Pennsylvania
$210K +$192K +1,529 New
PPWP
680
Premier Path Wealth Partners
New Jersey
$209K +$200K +1,590 New
WA
681
WBH Advisory
Maryland
$209K +$191K +1,522 New
SPC
682
Sigma Planning Corp
Michigan
$207K -$108K -862 -36%
CAM
683
CenterStar Asset Management
Illinois
$207K +$190K +1,512 New
FNBOO
684
First National Bank of Omaha
Nebraska
$207K +$190K +1,510 New
FWCM
685
Ferguson Wellman Capital Management
Oregon
$206K -$90.5K -720 -32%
DAM
686
Deltec Asset Management
New York
$206K +$188K +1,500 New
SA
687
Sicart Associates
New York
$206K +$188K +1,500 New
PCM
688
Penserra Capital Management
California
$205K -$37.8K -301 -17%
SVWAG
689
Sound View Wealth Advisors Group
Georgia
$205K -$11.3K -90 -6%
PCMC
690
Paragon Capital Management (Colorado)
Colorado
$203K -$47K -374 -20%
JF
691
Jump Financial
Illinois
$203K +$186K +1,478 New
AWCI
692
Alpine Woods Capital Investors
New York
$202K +$185K +1,475 New
MFG
693
Merit Financial Group
Georgia
$200K +$184K +1,463 New
GWS
694
Glassman Wealth Services
Virginia
$200K +$3.14K +25 +2%
LFA
695
LGT Financial Advisors
Texas
$194K +$2.76K +22 +2%
FDCP
696
Foster Dykema Cabot & Partners
Massachusetts
$187K +$171K +1,363 New
DGAM
697
Desjardins Global Asset Management
Quebec, Canada
$180K -$14.1K -112 -8%
HCM
698
Highlander Capital Management
New Jersey
$180K
GRP
699
Global Retirement Partners
California
$175K -$3.77K -30 -2%
BCV
700
Banque Cantonale Vaudoise
Switzerland
$174K -$136K -1,086 -46%

MTB Hedge Fund Activity: Q4 2023 in Review

887 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in M&T Bank (MTB) for Q4 2023, worth a combined $19.8B — up 12% from $17.6B a quarter earlier.

Buyers outnumbered sellers: 156 funds opened new MTB positions and 63 closed out — a net gain of 93 holders — while 270 added to existing stakes and 328 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $423M. The largest seller was Fidelity Investments, cutting an estimated $109M.

  • 887 institutional investors held M&T Bank (MTB) as of Q4 2023, up from 804 in Q3 2023.
  • Funds reported $19.8B of M&T Bank stock for Q4 2023, up 12% quarter-over-quarter.
  • 156 funds opened new M&T Bank positions in Q4 2023 and 63 closed out, a net change of +93 holders.
  • The largest M&T Bank buyer in Q4 2023 was Morgan Stanley, an estimated $423M added.
  • The largest M&T Bank seller in Q4 2023 was Fidelity Investments, an estimated $109M sold.

Based on aggregated 13F filings for Q4 2023.