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M&T Bank

893 hedge funds and large institutions have $20.4B invested in M&T Bank in 2024 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 291 increasing their positions, 345 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 84

3% more capital invested

Capital invested by funds: $19.8B → $20.4B (+$605M)

1% more funds holding

Funds holding: 887893 (+6)

2.78% less ownership

Funds ownership: 87.08%84.3% (-2.8%)

16% less repeat investments, than reductions

Existing positions increased: 291 | Existing positions reduced: 345

20% less call options, than puts

Call options by funds: $134M | Put options by funds: $167M

50% less funds holding in top 10

Funds holding in top 10: 84 (-4)

Holders
893
Holders Change
+6
Holders Change %
+0.68%
% of All Funds
12.86%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
99
Increased
291
Reduced
345
Closed
84
Calls
$134M
Puts
$167M
Net Calls
-$32.9M
Net Calls Change
+$6.27M
Name Holding Trade Value Shares
Change
Change in
Stake
VF
676
Virtu Financial
New York
$231K -$405K -2,923 -65%
LNWWM
677
Laird Norton Wetherby Wealth Management
California
$230K +$970 +7 +0.4%
LA
678
Legacy Advisors
Pennsylvania
$230K +$5.13K +37 +2%
Empower Advisory Group
679
Empower Advisory Group
Colorado
$229K +$3.05K +22 +1%
MAG
680
MRA Advisory Group
New Jersey
$228K
AWM
681
AE Wealth Management
Kansas
$228K -$963K -6,949 -82%
OWA
682
One Wealth Advisors
California
$226K -$831 -6 -0.4%
SS
683
Sunbelt Securities
Texas
$224K +$180K +1,302 +540%
AAG
684
Armstrong Advisory Group
Massachusetts
$224K
GI
685
GAMMA Investing
California
$223K +$42.5K +307 +25%
FWCM
686
Ferguson Wellman Capital Management
Oregon
$222K +$3.19K +23 +2%
DAM
687
Deltec Asset Management
New York
$218K
SA
688
Sicart Associates
New York
$218K
GWMR
689
GC Wealth Management RIA
Massachusetts
$218K +$207K +1,497 New
PCMC
690
Paragon Capital Management (Colorado)
Colorado
$217K +$1.66K +12 +0.8%
BP
691
Ballentine Partners
Massachusetts
$216K +$206K +1,484 New
SWM
692
SeaCrest Wealth Management
New York
$215K -$34.6K -250 -14%
GWM
693
GSB Wealth Management
Connecticut
$214K +$204K +1,471 New
WA
694
WBH Advisory
Maryland
$213K -$7.48K -54 -4%
HT
695
Headlands Technologies
Illinois
$213K +$203K +1,465 New
AWCI
696
Alpine Woods Capital Investors
New York
$213K
TF
697
Tompkins Financial
New York
$212K -$17.9K -129 -8%
APP
698
Avantax Planning Partners
Iowa
$212K +$202K +1,460 New
SMC
699
Smith, Moore & Co
Missouri
$210K +$200K +1,444 New
FF
700
Farrell Financial
New York
$210K +$200K +1,444 New

MTB Hedge Fund Activity: Q1 2024 in Review

893 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in M&T Bank (MTB) for Q1 2024, worth a combined $20.4B — up 3.1% from $19.8B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new MTB positions and 84 closed out — a net gain of 15 holders — while 291 added to existing stakes and 345 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $286M. The largest seller was Morgan Stanley, cutting an estimated $352M.

  • 893 institutional investors held M&T Bank (MTB) as of Q1 2024, up from 887 in Q4 2023.
  • Funds reported $20.4B of M&T Bank stock for Q1 2024, up 3.1% quarter-over-quarter.
  • 99 funds opened new M&T Bank positions in Q1 2024 and 84 closed out, a net change of +15 holders.
  • The largest M&T Bank buyer in Q1 2024 was Fidelity Investments, an estimated $286M added.
  • The largest M&T Bank seller in Q1 2024 was Morgan Stanley, an estimated $352M sold.

Based on aggregated 13F filings for Q1 2024.