We are live on ! Find out more
MTB icon

M&T Bank

825 hedge funds and large institutions have $16.6B invested in M&T Bank in 2023 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 277 increasing their positions, 333 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.27% more ownership

Funds ownership: 81.62%82.89% (+1.3%)

8% less funds holding

Funds holding: 896825 (-71)

17% less repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 333

18% less capital invested

Capital invested by funds: $20.2B → $16.6B (-$3.63B)

24% less call options, than puts

Call options by funds: $133M | Put options by funds: $175M

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

39% less first-time investments, than exits

New positions opened: 80 | Existing positions closed: 131

Holders
825
Holders Change
-71
Holders Change %
-7.92%
% of All Funds
13.15%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.08%
New
80
Increased
277
Reduced
333
Closed
131
Calls
$133M
Puts
$175M
Net Calls
-$42.1M
Net Calls Change
-$106M
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
701
SOA Wealth Advisors
New York
$39.2K +$145 +1 +0.3%
AFS
702
Annapolis Financial Services
Maryland
$37.2K +$13.5K +93 +43%
PMFA
703
Plante Moran Financial Advisors
Michigan
$37.1K
TFM
704
TFC Financial Management
Massachusetts
$37K -$45.7K -315 -50%
MHR
705
Matthew Hamilton Rosenberg
$36.7K
UB
706
UMB Bank
Missouri
$35.8K -$2.18K -15 -5%
ST
707
Smithfield Trust
Pennsylvania
$35K
TSW
708
Thompson Siegel & Walmsley
Virginia
$35K
FFA
709
Farther Finance Advisors
California
$34.4K -$1.16K -8 -3%
IRC
710
Investors Research Corp
Georgia
$33.1K
SCM
711
Silvant Capital Management
Georgia
$31.6K
FMTCOCP
712
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$31K -$31.4K -216 -45%
PAI
713
Pittenger & Anderson Inc
Nebraska
$29.9K
JWM
714
Janiczek Wealth Management
Colorado
$29.4K +$28.6K +197 +358%
VCM
715
Versant Capital Management
Arizona
$28.3K
CFGS
716
Concourse Financial Group Securities
Alabama
$28.3K +$3.63K +25 +12%
C
717
Covestor
United Kingdom
$28K +$19.5K +134 +129%
CA
718
Clearstead Advisors
Ohio
$27.7K -$79.8K -550 -70%
SS
719
Sunbelt Securities
Texas
$27.3K +$33.1K +228 New
QL
720
Quarry LP
New York
$26.9K +$32.7K +225 New
QC
721
Quent Capital
New York
$25.4K +$1.02K +7 +3%
NSIM
722
North Star Investment Management
Illinois
$24.9K
LS
723
Livforsakringsbolaget Skandia
Sweden
$24.9K
MCM
724
MV Capital Management
Maryland
$24.2K +$20.2K +139 +221%
SA
725
SRH Advisors
Kansas
$24K

MTB Hedge Fund Activity: Q1 2023 in Review

825 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in M&T Bank (MTB) for Q1 2023, worth a combined $16.6B — down 18% from $20.2B a quarter earlier.

Sellers outnumbered buyers: 131 funds closed out of MTB and 80 opened new positions — a net loss of 51 holders — while 333 trimmed existing stakes and 277 added.

The largest buyer was Wellington Management Group, adding an estimated $573M. The largest seller was Wells Fargo, cutting an estimated $313M.

  • 825 institutional investors held M&T Bank (MTB) as of Q1 2023, down from 896 in Q4 2022.
  • Funds reported $16.6B of M&T Bank stock for Q1 2023, down 18% quarter-over-quarter.
  • 80 funds opened new M&T Bank positions in Q1 2023 and 131 closed out, a net change of -51 holders.
  • The largest M&T Bank buyer in Q1 2023 was Wellington Management Group, an estimated $573M added.
  • The largest M&T Bank seller in Q1 2023 was Wells Fargo, an estimated $313M sold.

Based on aggregated 13F filings for Q1 2023.