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M&T Bank

804 hedge funds and large institutions have $17.6B invested in M&T Bank in 2023 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 274 increasing their positions, 307 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

2% more capital invested

Capital invested by funds: $17.2B → $17.6B (+$401M)

0.06% more ownership

Funds ownership: 83.98%84.04% (+0.06%)

3% less funds holding

Funds holding: 828804 (-24)

11% less repeat investments, than reductions

Existing positions increased: 274 | Existing positions reduced: 307

12% less first-time investments, than exits

New positions opened: 72 | Existing positions closed: 82

71% less call options, than puts

Call options by funds: $185M | Put options by funds: $645M

Holders
804
Holders Change
-24
Holders Change %
-2.9%
% of All Funds
12.76%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
72
Increased
274
Reduced
307
Closed
82
Calls
$185M
Puts
$645M
Net Calls
-$460M
Net Calls Change
+$2.38M
Name Holding Trade Value Shares
Change
Change in
Stake
FMII
726
Farmers & Merchants Investments Inc
Nebraska
$11.5K
WWM
727
Wolff Wiese Magana
California
$11.5K +$652 +5 +6%
PSB
728
Piscataqua Savings Bank
New Hampshire
$11.5K
VNA
729
Valley National Advisers
Pennsylvania
$11K +$1.96K +15 +21%
IFAM
730
Institutional & Family Asset Management
Colorado
$10.4K -$261 -2 -2%
EARNEST Partners
731
EARNEST Partners
Georgia
$10.4K
HCP
732
Hexagon Capital Partners
Arkansas
$10.2K +$2.35K +18 +29%
DAM
733
Delta Asset Management
Tennessee
$9.99K
SWA
734
Sutton Wealth Advisors
Florida
$9.99K +$2.61K +20 +34%
GKIM
735
GW&K Investment Management
Massachusetts
$9K +$261 +2 +3%
TAM
736
Tucker Asset Management
Colorado
$8.6K +$6.65K +51 +300%
GBT
737
Grove Bank & Trust
Florida
$8.47K
CAS
738
Coppell Advisory Solutions
Texas
$8.2K
BWL
739
Bogart Wealth LLC
Virginia
$8.09K
KFP
740
KB Financial Partners
New Jersey
$8K
CT
741
Clearstead Trust
Maine
$7.46K +$7.7K +59 New
CAL
742
Capital Advisors Ltd
Ohio
$7K +$1.04K +8 +18%
DIP
743
DT Investment Partners
Pennsylvania
$6.96K
MSFP
744
Mark Sheptoff Financial Planning
Connecticut
$6.7K
PP
745
PFS Partners
New Jersey
$6.7K
RTL
746
Red Tortoise LLC
Georgia
$6.58K
LFG
747
Larson Financial Group
Missouri
$6.58K +$6.78K +52 New
TFGT
748
TS Financial Group (TSFG)
Illinois
$6K
WIM
749
Westside Investment Management
California
$5.94K
Fidelity International
750
Fidelity International
Bermuda
$5.94K +$261 +2 +4%

MTB Hedge Fund Activity: Q3 2023 in Review

804 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in M&T Bank (MTB) for Q3 2023, worth a combined $17.6B — up 2.3% from $17.2B a quarter earlier.

Sellers outnumbered buyers: 82 funds closed out of MTB and 72 opened new positions — a net loss of 10 holders — while 307 trimmed existing stakes and 274 added.

The largest buyer was Invesco, adding an estimated $84.9M. The largest seller was Wellington Management Group, cutting an estimated $87.1M.

  • 804 institutional investors held M&T Bank (MTB) as of Q3 2023, down from 828 in Q2 2023.
  • Funds reported $17.6B of M&T Bank stock for Q3 2023, up 2.3% quarter-over-quarter.
  • 72 funds opened new M&T Bank positions in Q3 2023 and 82 closed out, a net change of -10 holders.
  • The largest M&T Bank buyer in Q3 2023 was Invesco, an estimated $84.9M added.
  • The largest M&T Bank seller in Q3 2023 was Wellington Management Group, an estimated $87.1M sold.

Based on aggregated 13F filings for Q3 2023.