We are live on ! Find out more
MTB icon

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
BTI
726
Blue Trust Inc
Georgia
$155K +$16.1K +116 +12%
JWA
727
JFS Wealth Advisors
Pennsylvania
$147K -$1.11K -8 -0.8%
C
728
Covestor
United Kingdom
$143K -$3.33K -24 -2%
PCMC
729
Planning Capital Management Corporation
Pennsylvania
$132K +$1.11K +8 +0.9%
QCG
730
Quadrant Capital Group
Ohio
$126K +$8.17K +59 +7%
CI Investments Inc
731
CI Investments Inc
Ontario, Canada
$117K +$43.6K +315 +65%
AFWM
732
Abich Financial Wealth Management
Virginia
$115K +$36.4K +263 +50%
PCM
733
Penserra Capital Management
California
$112K -$101K -729 -48%
EMFAT
734
Emerald Mutual Fund Advisers Trust
Pennsylvania
$106K -$631K -4,552 -86%
HFM
735
Harvest Fund Management
China
$105K
PTC
736
Private Trust Company
Ohio
$99.3K
CWM
737
Compass Wealth Management
Connecticut
$96.9K
WBC
738
Westpac Banking Corp
Australia
$93.4K
PFBT
739
Parkside Financial Bank & Trust
Missouri
$87.4K +$2.35K +17 +3%
OAJ
740
Ogorek Anthony Joseph
New York
$79K
AA
741
Alta Advisers
United Kingdom
$72.7K
MFC
742
Mechanics Financial Corp
Ohio
$72.7K
MMG
743
Monetary Management Group
Missouri
$72.7K
ZB
744
Zions Bancorporation
Utah
$70.7K -$2.77K -20 -4%
LC
745
Lindbrook Capital
California
$70.2K -$18.7K -135 -22%
SHIM
746
Stone House Investment Management
Pennsylvania
$67.9K +$28.3K +204 +78%
JWM
747
Janiczek Wealth Management
Colorado
$62.5K
AWM
748
Avior Wealth Management
Nebraska
$61.5K +$14.1K +102 +32%
MSFP
749
Mark Sheptoff Financial Planning
Connecticut
$60.5K +$554 +4 +1%
RAM
750
Riggs Asset Management
Pennsylvania
$58.8K -$693 -5 -1%

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.