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M&T Bank

828 hedge funds and large institutions have $17.2B invested in M&T Bank in 2023 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 278 increasing their positions, 329 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

1.09% more ownership

Funds ownership: 82.89%83.98% (+1.1%)

7% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 81

4% more capital invested

Capital invested by funds: $16.6B → $17.2B (+$612M)

0% more funds holding

Funds holding: 825828 (+3)

16% less repeat investments, than reductions

Existing positions increased: 278 | Existing positions reduced: 329

71% less call options, than puts

Call options by funds: $185M | Put options by funds: $648M

Holders
828
Holders Change
+3
Holders Change %
+0.36%
% of All Funds
13%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
87
Increased
278
Reduced
329
Closed
81
Calls
$185M
Puts
$648M
Net Calls
-$463M
Net Calls Change
-$421M
Name Holding Trade Value Shares
Change
Change in
Stake
WSCM
751
Wellington Shields Capital Management
New York
$9.66K +$121 +1 +1%
AA
752
Ancora Advisors
Ohio
$9.28K
JFGIW
753
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$9.28K +$9.07K +75 New
VNA
754
Valley National Advisers
Pennsylvania
$9K
WP
755
WealthPLAN Partners
Nebraska
$8.66K
KTC
756
Kistler-Tiffany Companies
Pennsylvania
$8.54K
GBT
757
Grove Bank & Trust
Florida
$8.29K -$2.78K -23 -26%
AF
758
Advisornet Financial
Minnesota
$8.17K -$5.69K -47 -42%
KFP
759
KB Financial Partners
New Jersey
$8K
PVH
760
Psagot Value Holdings
Israel
$8K +$7.38K +61 New
GKIM
761
GW&K Investment Management
Massachusetts
$8K +$8.23K +68 New
BWL
762
Bogart Wealth LLC
Virginia
$7.92K -$3.51K -29 -31%
HCP
763
Hexagon Capital Partners
Arkansas
$7.8K -$2.3K -19 -23%
DIP
764
DT Investment Partners
Pennsylvania
$7.63K
WB
765
Webster Bank
Connecticut
$7.3K
SWA
766
Sutton Wealth Advisors
Florida
$7.3K +$2.18K +18 +44%
CAS
767
Coppell Advisory Solutions
Texas
$7.04K +$6.9K +57 New
PP
768
PFS Partners
New Jersey
$6.56K
HWM
769
HighMark Wealth Management
Minnesota
$6.56K
MSFP
770
Mark Sheptoff Financial Planning
Connecticut
$6.56K
RTL
771
Red Tortoise LLC
Georgia
$6.44K +$6.29K +52 New
ODG
772
O'Dell Group
Ohio
$6.19K +$6.05K +50 New
TFGT
773
TS Financial Group (TSFG)
Illinois
$6K
WIM
774
Westside Investment Management
California
$5.82K
FCA
775
FinTrust Capital Advisors
South Carolina
$5.8K

MTB Hedge Fund Activity: Q2 2023 in Review

828 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in M&T Bank (MTB) for Q2 2023, worth a combined $17.2B — up 3.7% from $16.6B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new MTB positions and 81 closed out — a net gain of 6 holders — while 278 added to existing stakes and 329 trimmed.

The largest buyer was LSV Asset Management, adding an estimated $77.9M. The largest seller was Ninety One (UK), exiting entirely with an estimated $84M sold.

  • 828 institutional investors held M&T Bank (MTB) as of Q2 2023, up from 825 in Q1 2023.
  • Funds reported $17.2B of M&T Bank stock for Q2 2023, up 3.7% quarter-over-quarter.
  • 87 funds opened new M&T Bank positions in Q2 2023 and 81 closed out, a net change of +6 holders.
  • The largest M&T Bank buyer in Q2 2023 was LSV Asset Management, an estimated $77.9M added.
  • The largest M&T Bank seller in Q2 2023 was Ninety One (UK), an estimated $84M sold.

Based on aggregated 13F filings for Q2 2023.