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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
HIA
751
Harbor Investment Advisory
Maryland
$44.6K
AWM
752
Avior Wealth Management
Nebraska
$44K -$377 -3 -0.9%
PMFA
753
Plante Moran Financial Advisors
Michigan
$42.5K
TFM
754
TFC Financial Management
Massachusetts
$42.4K -$503 -4 -1%
Parallax Volatility Advisers
755
Parallax Volatility Advisers
California
$40.9K -$36.7K -292 -49%
CA
756
Clearstead Advisors
Ohio
$40.9K -$34.2K -272 -48%
LSA
757
Leonteq Securities AG
Switzerland
$40.4K +$32.9K +262 +794%
ST
758
Smithfield Trust
Pennsylvania
$40K
TSW
759
Thompson Siegel & Walmsley
Virginia
$40K
BF
760
BOK Financial
Oklahoma
$39.1K -$3.02K -24 -8%
IRC
761
Investors Research Corp
Georgia
$38K
SCM
762
Silvant Capital Management
Georgia
$36.2K
SHIM
763
Stone House Investment Management
Pennsylvania
$36.1K -$14.3K -114 -30%
RCM
764
Raleigh Capital Management
North Carolina
$35.6K +$1K +8 +3%
WTG
765
West Tower Group
Virginia
$34.8K +$31.9K +254 New
TPCW
766
TD Private Client Wealth
New York
$34.4K -$17.8K -142 -36%
PAI
767
Pittenger & Anderson Inc
Nebraska
$34.3K
WIA
768
Wetzel Investment Advisors
Indiana
$34K +$31.2K +248 New
PS
769
Principal Securities
Iowa
$33.9K +$31K +247 New
CFD
770
Creative Financial Designs
Indiana
$33.3K +$30.5K +243 New
SS
771
Sunbelt Securities
Texas
$33K -$12.4K -99 -29%
PS
772
Planned Solutions
California
$32.9K +$30.2K +240 New
VCM
773
Versant Capital Management
Arizona
$32.8K -$2.26K -18 -7%
CFO
774
CVA Family Office
Colorado
$32.5K +$29.8K +237 New
BWM
775
BKM Wealth Management
Wisconsin
$31.9K +$29.3K +233 New

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.