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M&T Bank
MTB

704 hedge funds and large institutions have $17.2B invested in M&T Bank in 2021 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 231 increasing their positions, 218 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 60

57% more funds holding in top 10

Funds holding in top 10: 7 → 11 (+4)

9% more funds holding

Funds holding: 645 → 704 (+59)

1.66% more ownership

Funds ownership: 86.2% → 87.85% (+1.7%)

6% more repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 218

4% more capital invested

Capital invested by funds: $16.5B → $17.2B (+$636M)

3% more call options, than puts

Call options by funds: $82.1M | Put options by funds: $79.9M

Holders
704
Holders Change
+59
Holders Change %
+9.15%
% of All Funds
10.83%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.17%
New
128
Increased
231
Reduced
218
Closed
60
Calls
$82.1M
Puts
$79.9M
Net Calls
+$2.25M
Net Calls Change
-$4.49M

Top Buyers

Rank Fund Capital Flow
1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$118M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$97.5M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$94.5M
4
BlackRock
BlackRock
New York
+$68.5M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$68.3M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$130M
2
PG
Pendal Group
Australia
-$118M
3
Amundi
Amundi
France
-$116M
4
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$102M
5
Nordea Investment Management
Nordea Investment Management
Sweden
-$74.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
DOA
751
D'Orazio & Associates
Virginia
– -$15K -102 Closed
GPA
752
Guidance Point Advisors
Massachusetts
– -$10K -69 Closed
RA
753
Resolute Advisors
California
– -$9K -59 Closed
EWA
754
Evolution Wealth Advisors
Florida
– -$8K -55 Closed
LWM
755
Liberty Wealth Management
California
– -$8K -54 Closed
OSNBOA
756
Old Second National Bank of Aurora
Illinois
– -$5K -34 Closed
SAI
757
Systematic Alpha Investments
New Jersey
– -$4K -24 Closed
PFGIA
758
Patriot Financial Group Insurance Agency
Massachusetts
– -$3K -19 Closed
CFA
759
Cahill Financial Advisors
Minnesota
– -$2K -16 Closed
HF
760
Halpern Financial
Virginia
– -$1.49K -10 Closed
PCTC
761
Perkins Coie Trust Company
Washington
– -$1K -10 Closed
FMP
762
Financial Management Professionals
Texas
– +$307 +2 New
CAL
763
Capital Advisors Ltd
Ohio
– +$461 +3 New
27 28 29 30
31

MTB Hedge Fund Activity: Q4 2021 in Review

704 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in M&T Bank (MTB) for Q4 2021, worth a combined $17.2B — up 3.8% from $16.5B a quarter earlier.

Buyers outnumbered sellers: 128 funds opened new MTB positions and 60 closed out — a net gain of 68 holders — while 231 added to existing stakes and 218 trimmed.

The largest buyer was Barrow, Hanley, Mewhinney & Strauss, opening a new position worth an estimated $118M. The largest seller was Invesco, cutting an estimated $130M.

  • 704 institutional investors held M&T Bank (MTB) as of Q4 2021, up from 645 in Q3 2021.
  • Funds reported $17.2B of M&T Bank stock for Q4 2021, up 3.8% quarter-over-quarter.
  • 128 funds opened new M&T Bank positions in Q4 2021 and 60 closed out, a net change of +68 holders.
  • The largest M&T Bank buyer in Q4 2021 was Barrow, Hanley, Mewhinney & Strauss, an estimated $118M added.
  • The largest M&T Bank seller in Q4 2021 was Invesco, an estimated $130M sold.

Based on aggregated 13F filings for Q4 2021.