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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
PFBT
726
Parkside Financial Bank & Trust
Missouri
$80.1K +$15.2K +121 +26%
JGIA
727
Jackson Grant Investment Advisers
Connecticut
$77.9K -$9.3K -74 -12%
OAJ
728
Ogorek Anthony Joseph
New York
$75K
AFWM
729
Abich Financial Wealth Management
Virginia
$72.2K +$66.2K +527 New
T
730
TOBAM
France
$71K -$109K -867 -63%
ZB
731
Zions Bancorporation
Utah
$69.4K +$251 +2 +0.4%
UM
732
UniSuper Management
Australia
$68.7K +$62.9K +501 New
AA
733
Alta Advisers
United Kingdom
$68.5K
MFC
734
Mechanics Financial Corp
Ohio
$68.5K
MMG
735
Monetary Management Group
Missouri
$68.5K
RIM
736
Rockbridge Investment Management
New York
$67.7K +$62.1K +494 New
CI Investments Inc
737
CI Investments Inc
Ontario, Canada
$67K -$406K -3,234 -87%
CWP
738
Concord Wealth Partners
Virginia
$59.1K -$23.9K -190 -31%
JWM
739
Janiczek Wealth Management
Colorado
$58.9K -$16.7K -133 -24%
RIM
740
Rakuten Investment Management
Japan
$56.7K +$51.5K +410 New
MSFP
741
Mark Sheptoff Financial Planning
Connecticut
$56.5K +$45.1K +359 +677%
RAM
742
Riggs Asset Management
Pennsylvania
$56.1K +$628 +5 +1%
MWM
743
Mascoma Wealth Management
New Hampshire
$55K +$25.9K +206 +106%
HBW
744
Hazlett, Burt & Watson
West Virginia
$54K
PPC
745
Park Place Capital
Alabama
$52.4K -$63.2K -503 -57%
DMBA
746
Deseret Mutual Benefit Administrators
Utah
$50K -$6.53K -52 -12%
WB
747
Webster Bank
Connecticut
$47.6K +$31.4K +250 +258%
FCAS
748
First Command Advisory Services
Texas
$47.3K
CHA
749
Carmichael Hill & Associates
Maryland
$45.8K
SWA
750
SOA Wealth Advisors
New York
$45.4K +$251 +2 +0.6%

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.