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M&T Bank

825 hedge funds and large institutions have $16.6B invested in M&T Bank in 2023 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 277 increasing their positions, 333 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.27% more ownership

Funds ownership: 81.62%82.89% (+1.3%)

8% less funds holding

Funds holding: 896825 (-71)

17% less repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 333

18% less capital invested

Capital invested by funds: $20.2B → $16.6B (-$3.63B)

24% less call options, than puts

Call options by funds: $133M | Put options by funds: $175M

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

39% less first-time investments, than exits

New positions opened: 80 | Existing positions closed: 131

Holders
825
Holders Change
-71
Holders Change %
-7.92%
% of All Funds
13.15%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.08%
New
80
Increased
277
Reduced
333
Closed
131
Calls
$133M
Puts
$175M
Net Calls
-$42.1M
Net Calls Change
-$106M
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
751
Endurance Wealth Management
Rhode Island
$10K
Commonwealth Equity Services
752
Commonwealth Equity Services
Massachusetts
$9.97K +$133K +916 +1%
HCP
753
Hexagon Capital Partners
Arkansas
$9.8K -$5.95K -41 -33%
EARNEST Partners
754
EARNEST Partners
Georgia
$9.8K
DAM
755
Delta Asset Management
Tennessee
$9.45K
WSCM
756
Wellington Shields Capital Management
New York
$9.23K +$145 +1 +1%
VNA
757
Valley National Advisers
Pennsylvania
$9K +$7.4K +51 +243%
AA
758
Ancora Advisors
Ohio
$8.97K -$726 -5 -6%
WP
759
WealthPLAN Partners
Nebraska
$8.37K +$10.2K +70 New
KTC
760
Kistler-Tiffany Companies
Pennsylvania
$8.25K
KFP
761
KB Financial Partners
New Jersey
$8K
GEA
762
Glen Eagle Advisors
New Jersey
$7.41K +$9K +62 New
FGAM
763
Financial Gravity Asset Management
Texas
$7.13K -$3.63K -25 -17%
WB
764
Webster Bank
Connecticut
$7.05K
DIP
765
DT Investment Partners
Pennsylvania
$6.69K
PP
766
PFS Partners
New Jersey
$6.34K
HWM
767
HighMark Wealth Management
Minnesota
$6.34K
MSFP
768
Mark Sheptoff Financial Planning
Connecticut
$6.34K
TFGT
769
TS Financial Group (TSFG)
Illinois
$6K
FCA
770
FinTrust Capital Advisors
South Carolina
$5.8K
WIM
771
Westside Investment Management
California
$5.62K
AWM
772
AllSquare Wealth Management
New York
$5.5K
BWM
773
BerganKDV Wealth Management
Minnesota
$5.38K +$6.53K +45 New
AIM
774
Anchor Investment Management
South Carolina
$5.26K
Loomis, Sayles & Company
775
Loomis, Sayles & Company
Massachusetts
$5K -$48.5K -334 -89%

MTB Hedge Fund Activity: Q1 2023 in Review

825 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in M&T Bank (MTB) for Q1 2023, worth a combined $16.6B — down 18% from $20.2B a quarter earlier.

Sellers outnumbered buyers: 131 funds closed out of MTB and 80 opened new positions — a net loss of 51 holders — while 333 trimmed existing stakes and 277 added.

The largest buyer was Wellington Management Group, adding an estimated $573M. The largest seller was Wells Fargo, cutting an estimated $313M.

  • 825 institutional investors held M&T Bank (MTB) as of Q1 2023, down from 896 in Q4 2022.
  • Funds reported $16.6B of M&T Bank stock for Q1 2023, down 18% quarter-over-quarter.
  • 80 funds opened new M&T Bank positions in Q1 2023 and 131 closed out, a net change of -51 holders.
  • The largest M&T Bank buyer in Q1 2023 was Wellington Management Group, an estimated $573M added.
  • The largest M&T Bank seller in Q1 2023 was Wells Fargo, an estimated $313M sold.

Based on aggregated 13F filings for Q1 2023.