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M&T Bank

896 hedge funds and large institutions have $20.2B invested in M&T Bank in 2022 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 259 increasing their positions, 336 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more call options, than puts

Call options by funds: $159M | Put options by funds: $95.2M

5% less first-time investments, than exits

New positions opened: 125 | Existing positions closed: 132

2.15% less ownership

Funds ownership: 83.77%81.62% (-2.2%)

3% less funds holding

Funds holding: 922896 (-26)

21% less capital invested

Capital invested by funds: $25.8B → $20.2B (-$5.52B)

23% less repeat investments, than reductions

Existing positions increased: 259 | Existing positions reduced: 336

56% less funds holding in top 10

Funds holding in top 10: 188 (-10)

Holders
896
Holders Change
-26
Holders Change %
-2.82%
% of All Funds
14.4%
Holding in Top 10
8
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-55.56%
% of All Funds
0.13%
New
125
Increased
259
Reduced
336
Closed
132
Calls
$159M
Puts
$95.2M
Net Calls
+$63.7M
Net Calls Change
+$26.9M
Name Holding Trade Value Shares
Change
Change in
Stake
EI
701
Ellevest Inc
New York
$167K -$86.8K -528 -31%
SIM
702
Sentry Investment Management
Wisconsin
$165K
AF
703
Allworth Financial
California
$162K -$2.96K -18 -2%
JWA
704
JFS Wealth Advisors
Pennsylvania
$148K -$1.48K -9 -0.9%
SOW
705
State of Wyoming
Wyoming
$141K +$105K +639 +191%
BEI
706
Benjamin Edwards Inc
Missouri
$141K +$34.5K +210 +28%
AAG
707
Armstrong Advisory Group
Massachusetts
$138K +$157K +954 New
PCM
708
Penserra Capital Management
California
$134K +$11K +67 +8%
CWM
709
Compass Wealth Management
Connecticut
$131K +$148K +902 New
CT
710
Caldwell Trust
Florida
$128K
ZIG
711
Zullo Investment Group
Pennsylvania
$126K +$1.97K +12 +1%
T
712
TOBAM
France
$124K -$596K -3,627 -81%
GIA
713
GHP Investment Advisors
Colorado
$120K -$46.9K -285 -26%
BWM
714
Baystate Wealth Management
Massachusetts
$117K +$1.15K +7 +0.9%
BCWM
715
Bartlett & Co Wealth Management
Ohio
$115K
BC
716
Bartlett & Co
Ohio
$115K
CA
717
Clearstead Advisors
Ohio
$113K +$114K +694 +789%
RIA
718
Realta Investment Advisors
Delaware
$111K
S
719
SignatureFD
Georgia
$106K -$44.9K -273 -27%
EWA
720
EverSource Wealth Advisors
Alabama
$104K -$658 -4 -0.6%
MCC
721
Money Concepts Capital
Florida
$103K +$113K +690 +3,000%
CA
722
CoreCap Advisors
Michigan
$103K +$116K +708 New
Kayne Anderson Rudnick Investment Management
723
Kayne Anderson Rudnick Investment Management
California
$102K -$378K -2,301 -77%
LFA
724
Level Financial Advisors
New York
$101K
BTI
725
Blue Trust Inc
Georgia
$101K +$58.7K +357 +163%

MTB Hedge Fund Activity: Q4 2022 in Review

896 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in M&T Bank (MTB) for Q4 2022, worth a combined $20.2B — down 21% from $25.8B a quarter earlier.

Sellers outnumbered buyers: 132 funds closed out of MTB and 125 opened new positions — a net loss of 7 holders — while 336 trimmed existing stakes and 259 added.

The largest buyer was Morgan Stanley, adding an estimated $205M. The largest seller was Capital World Investors, cutting an estimated $1.02B.

  • 896 institutional investors held M&T Bank (MTB) as of Q4 2022, down from 922 in Q3 2022.
  • Funds reported $20.2B of M&T Bank stock for Q4 2022, down 21% quarter-over-quarter.
  • 125 funds opened new M&T Bank positions in Q4 2022 and 132 closed out, a net change of -7 holders.
  • The largest M&T Bank buyer in Q4 2022 was Morgan Stanley, an estimated $205M added.
  • The largest M&T Bank seller in Q4 2022 was Capital World Investors, an estimated $1.02B sold.

Based on aggregated 13F filings for Q4 2022.