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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
BMCM
701
Burns Matteson Capital Management
New York
$207K +$197K +1,424 New
ONST
702
Old North State Trust
North Carolina
$206K +$196K +1,418 New
PPW
703
Pasadena Private Wealth
California
$206K +$196K +1,416 New
WTA
704
Washington Trust Advisors
Massachusetts
$203K +$22.2K +160 +13%
SVWAG
705
Sound View Wealth Advisors Group
Georgia
$203K -$13.7K -99 -7%
CFG
706
Citizens Financial Group
Rhode Island
$203K +$191K +1,382 New
CCA
707
Checchi Capital Advisers
California
$202K +$193K +1,390 New
RCA
708
Resonant Capital Advisors
Wisconsin
$202K +$193K +1,390 New
UB
709
Umpqua Bank
Oregon
$202K +$192K +1,387 New
DA
710
Duality Advisers
Florida
$201K +$192K +1,383 New
ATC
711
Argent Trust Co
Tennessee
$200K +$191K +1,378 New
FDCP
712
Foster Dykema Cabot & Partners
Massachusetts
$198K
LFA
713
LGT Financial Advisors
Texas
$198K -$7.9K -57 -4%
CIBC Private Wealth Group
714
CIBC Private Wealth Group
Georgia
$196K +$190K +1,370 New
GRP
715
Global Retirement Partners
California
$192K -$2.35K -17 -1%
HCM
716
Highlander Capital Management
New Jersey
$191K
HPC
717
HM Payson & Co
Maine
$186K -$52K -375 -23%
CT
718
Caldwell Trust
Florida
$183K +$58.1K +419 +50%
T
719
TOBAM
France
$181K +$101K +732 +142%
SSB
720
Sandy Spring Bank
Maryland
$180K
EWA
721
EverSource Wealth Advisors
Alabama
$179K +$59.9K +432 +53%
FMTCOCP
722
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$174K
LWCFA
723
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$168K
HFM
724
Hartford Financial Management
Connecticut
$167K
AF
725
Allworth Financial
California
$160K +$6.37K +46 +4%

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.