We are live on ! Find out more
MTB icon

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
AFS
776
Annapolis Financial Services
Maryland
$29.9K
LS
777
Livforsakringsbolaget Skandia
Sweden
$28.5K
UB
778
UMB Bank
Missouri
$28.4K -$1.26K -10 -5%
NSIM
779
North Star Investment Management
Illinois
$27.4K -$1K -8 -4%
BONH
780
Bank of New Hampshire
New Hampshire
$27.4K
SA
781
SRH Advisors
Kansas
$27.4K
QC
782
Quent Capital
New York
$27K
WT
783
Washington Trust
Rhode Island
$25.8K
HWA
784
HHM Wealth Advisors
Tennessee
$24.7K +$22.6K +180 New
BBPWM
785
Blue Bell Private Wealth Management
Pennsylvania
$24.4K +$7.29K +58 +48%
KI
786
Kapitalo Investimentos
Brazil
$24.1K +$22.1K +176 New
ADL
787
Asset Dedication LLC
California
$24K
AAP
788
Arax Advisory Partners
Colorado
$23.1K +$2.26K +18 +12%
NB
789
NBT Bank
New York
$22.9K +$21K +167 New
QL
790
Quarry LP
New York
$21.4K -$4.65K -37 -19%
Jones Financial Companies
791
Jones Financial Companies
Missouri
$21.1K +$19.3K +154 New
MIFH
792
Migdal Insurance & Financial Holdings
Israel
$21K -$57.4K -457 -75%
CFGS
793
Concourse Financial Group Securities
Alabama
$21K +$5.78K +46 +43%
MFT
794
Moisand Fitzgerald Tamayo
Florida
$18.1K
KFI
795
Key Financial Inc
Pennsylvania
$18K
M
796
MOTCO
Texas
$18K
VNA
797
Valley National Advisers
Pennsylvania
$17K +$4.9K +39 +45%
FFO
798
Fortitude Family Office
Arizona
$17K +$15.6K +124 New
MCM
799
MV Capital Management
Maryland
$16.7K +$3.64K +29 +31%
CG
800
Cutler Group
California
$16K +$15K +119 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.