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M&T Bank

804 hedge funds and large institutions have $17.6B invested in M&T Bank in 2023 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 274 increasing their positions, 307 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

2% more capital invested

Capital invested by funds: $17.2B → $17.6B (+$401M)

0.06% more ownership

Funds ownership: 83.98%84.04% (+0.06%)

3% less funds holding

Funds holding: 828804 (-24)

11% less repeat investments, than reductions

Existing positions increased: 274 | Existing positions reduced: 307

12% less first-time investments, than exits

New positions opened: 72 | Existing positions closed: 82

71% less call options, than puts

Call options by funds: $185M | Put options by funds: $645M

Holders
804
Holders Change
-24
Holders Change %
-2.9%
% of All Funds
12.76%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
72
Increased
274
Reduced
307
Closed
82
Calls
$185M
Puts
$645M
Net Calls
-$460M
Net Calls Change
+$2.38M
Name Holding Trade Value Shares
Change
Change in
Stake
HI
776
Harbour Investments
Wisconsin
$2.65K
PP
777
Paloma Partners
Connecticut
$2.4K +$2.48K +19 New
OP
778
ORG Partners
Indiana
$2.4K -$458K -3,515 -99%
LF
779
Lee Financial
Texas
$2.28K
CT
780
Colonial Trust
South Carolina
$2.27K
GWMIA
781
Global Wealth Management Investment Advisory
Florida
$2.15K
SIC
782
SJS Investment Consulting
Ohio
$1.64K +$261 +2 +18%
CWC
783
Carolinas Wealth Consulting
North Carolina
$1.58K
NCM
784
Northwest Capital Management
Oregon
$1.52K
SCA
785
Stonebridge Capital Advisors
Minnesota
$1.26K -$25.8K -198 -95%
GI
786
Gradient Investments
Minnesota
$1.14K -$391 -3 -25%
ECM
787
Everence Capital Management
Indiana
$1.03K +$79.6K +610 +8%
DWA
788
Delos Wealth Advisors
Texas
$1K
CA
789
Centerpoint Advisors
Massachusetts
$1K
CAM
790
ClariVest Asset Management
California
$1K +$522 +4 New
FMP
791
Financial Management Professionals
Texas
$1K +$522 +4 New
AW
792
Avion Wealth
Texas
$1K +$783 +6 +75%
ME
793
McIlrath & Eck
Washington
$885
IHWM
794
Iron Horse Wealth Management
Iowa
$885 +$913 +7 New
FGAM
795
Financial Gravity Asset Management
Texas
$808 -$15.3K -117 -94%
ACA
796
Atlas Capital Advisors
Wyoming
$632
MRCM
797
M&R Capital Management
New Jersey
$632
GFPC
798
Global Financial Private Client
Florida
$611 -$10.8K -83 -94%
CCA
799
Column Capital Advisors
Indiana
$506 -$3.13K -24 -86%
TWP
800
TFO Wealth Partners
Ohio
$371 +$261 +2 +200%

MTB Hedge Fund Activity: Q3 2023 in Review

804 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in M&T Bank (MTB) for Q3 2023, worth a combined $17.6B — up 2.3% from $17.2B a quarter earlier.

Sellers outnumbered buyers: 82 funds closed out of MTB and 72 opened new positions — a net loss of 10 holders — while 307 trimmed existing stakes and 274 added.

The largest buyer was Invesco, adding an estimated $84.9M. The largest seller was Wellington Management Group, cutting an estimated $87.1M.

  • 804 institutional investors held M&T Bank (MTB) as of Q3 2023, down from 828 in Q2 2023.
  • Funds reported $17.6B of M&T Bank stock for Q3 2023, up 2.3% quarter-over-quarter.
  • 72 funds opened new M&T Bank positions in Q3 2023 and 82 closed out, a net change of -10 holders.
  • The largest M&T Bank buyer in Q3 2023 was Invesco, an estimated $84.9M added.
  • The largest M&T Bank seller in Q3 2023 was Wellington Management Group, an estimated $87.1M sold.

Based on aggregated 13F filings for Q3 2023.