We are live on ! Find out more
MTB icon

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
WTA
701
Washington Trust Advisors
Massachusetts
$170K
GI
702
GAMMA Investing
California
$169K +$154K +1,227 New
SSB
703
Sandy Spring Bank
Maryland
$169K
FMTCOCP
704
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$164K -$8.04K -64 -5%
LWCFA
705
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$160K
HFM
706
Hartford Financial Management
Connecticut
$158K -$13.4K -107 -9%
FDCDDQ
707
Federation des caisses Desjardins du Quebec
Quebec, Canada
$158K
AF
708
Allworth Financial
California
$145K +$4.65K +37 +4%
BWM
709
Baystate Wealth Management
Massachusetts
$143K +$26.4K +210 +25%
JWA
710
JFS Wealth Advisors
Pennsylvania
$140K -$1K -8 -0.8%
C
711
Covestor
United Kingdom
$137K +$35.4K +282 +39%
PCMC
712
Planning Capital Management Corporation
Pennsylvania
$124K +$113K +902 New
BTI
713
Blue Trust Inc
Georgia
$121K +$97.5K +776 +438%
CT
714
Caldwell Trust
Florida
$115K
EWA
715
EverSource Wealth Advisors
Alabama
$111K +$2.76K +22 +3%
QCG
716
Quadrant Capital Group
Ohio
$111K -$39.1K -311 -28%
TWM
717
Tradition Wealth Management
Minnesota
$102K +$1.13K +9 +1%
SAM
718
Shell Asset Management
Netherlands
$100K -$27.6K -220 -23%
HFM
719
Harvest Fund Management
China
$99K
PTC
720
Private Trust Company
Ohio
$93.6K -$2.51K -20 -3%
LFA
721
Level Financial Advisors
New York
$91.4K -$1.26K -10 -1%
CWM
722
Compass Wealth Management
Connecticut
$91.3K
WBC
723
Westpac Banking Corp
Australia
$88K +$39.5K +314 +96%
VAG
724
VisionPoint Advisory Group
Texas
$87.9K +$126 +1 +0.2%
LC
725
Lindbrook Capital
California
$84.7K +$6.03K +48 +8%

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.