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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
MWM
751
Mascoma Wealth Management
New Hampshire
$58.2K -$139 -1 -0.2%
CWP
752
Concord Wealth Partners
Virginia
$56.9K -$5.54K -40 -9%
HBW
753
Hazlett, Burt & Watson
West Virginia
$56K
DMBA
754
Deseret Mutual Benefit Administrators
Utah
$53.1K
WB
755
Webster Bank
Connecticut
$52.4K +$1.8K +13 +4%
FCAS
756
First Command Advisory Services
Texas
$50.2K
CHA
757
Carmichael Hill & Associates
Maryland
$48.6K
SWA
758
SOA Wealth Advisors
New York
$48.4K +$139 +1 +0.3%
VAG
759
VisionPoint Advisory Group
Texas
$47K -$44.2K -319 -50%
PMFA
760
Plante Moran Financial Advisors
Michigan
$45.1K
QL
761
Quarry LP
New York
$44.6K +$20.9K +151 +97%
PPC
762
Park Place Capital
Alabama
$43.9K -$11.1K -80 -21%
HIA
763
Harbor Investment Advisory
Maryland
$43.2K -$3.88K -28 -9%
ST
764
Smithfield Trust
Pennsylvania
$42K
IRC
765
Investors Research Corp
Georgia
$40.3K
Jones Financial Companies
766
Jones Financial Companies
Missouri
$38.9K +$15.7K +113 +73%
SCM
767
Silvant Capital Management
Georgia
$38.4K
RCM
768
Raleigh Capital Management
North Carolina
$37.4K -$416 -3 -1%
BF
769
BOK Financial
Oklahoma
$36.5K -$4.16K -30 -11%
PAI
770
Pittenger & Anderson Inc
Nebraska
$36.4K
OPTFSNA
771
Old Point Trust & Financial Services N A
Virginia
$36.4K +$34.6K +250 New
VCM
772
Versant Capital Management
Arizona
$35.3K +$554 +4 +2%
CFO
773
CVA Family Office
Colorado
$35.2K +$693 +5 +2%
WIA
774
Wetzel Investment Advisors
Indiana
$34.5K
TPCW
775
TD Private Client Wealth
New York
$34.5K -$1.94K -14 -6%

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.