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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
SWA
776
Sutton Wealth Advisors
Florida
$4.9K -$1.02K -7 -15%
TH
777
TCTC Holdings
Texas
$4.9K
CIM
778
Contravisory Investment Management
Massachusetts
$4.18K -$305K -2,098 -98%
CB
779
Centennial Bank
Arkansas
$4.18K
AWM
780
Avior Wealth Management
Nebraska
$4.07K -$3.63K -25 -42%
OSNBOA
781
Old Second National Bank of Aurora
Illinois
$4.07K
CMP
782
Coston McIsaac & Partners
Maine
$4K
PWMG
783
Prestige Wealth Management Group
New Jersey
$3.71K -$5.95K -41 -57%
CTA
784
Colonial Trust Advisors
South Carolina
$3.47K -$726 -5 -15%
CCA
785
Column Capital Advisors
Indiana
$3.35K
Fidelity International
786
Fidelity International
Bermuda
$3.35K +$3.34K +23 +460%
GWSG
787
GPS Wealth Strategies Group
Colorado
$3.35K +$4.07K +28 New
RI
788
Ridgewood Investments
New Jersey
$3.16K +$3.77K +26 New
SC
789
Stephens Consulting
Michigan
$2.75K
PFG
790
Piershale Financial Group
Illinois
$2.75K
BCPWM
791
Bradley & Co Private Wealth Management
Florida
$2.63K
SC
792
Schubert & Co
Texas
$2.63K +$1.02K +7 +47%
BAAM
793
Baker Avenue Asset Management
California
$2.63K +$2.61K +18 +450%
AWM
794
Abound Wealth Management
Tennessee
$2.15K
MC
795
Machina Capital
France
$2.15K -$201K -1,382 -99%
CWC
796
Carolinas Wealth Consulting
North Carolina
$2.15K +$581 +4 +29%
TAM
797
Tucker Asset Management
Colorado
$2.03K
SFG
798
Steward Financial Group
Texas
$2K
CP
799
Castleview Partners
Texas
$1.96K
GI
800
Gradient Investments
Minnesota
$1.79K -$726 -5 -25%

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.