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M&T Bank

896 hedge funds and large institutions have $20.2B invested in M&T Bank in 2022 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 259 increasing their positions, 336 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more call options, than puts

Call options by funds: $159M | Put options by funds: $95.2M

5% less first-time investments, than exits

New positions opened: 125 | Existing positions closed: 132

2.15% less ownership

Funds ownership: 83.77%81.62% (-2.2%)

3% less funds holding

Funds holding: 922896 (-26)

21% less capital invested

Capital invested by funds: $25.8B → $20.2B (-$5.52B)

23% less repeat investments, than reductions

Existing positions increased: 259 | Existing positions reduced: 336

56% less funds holding in top 10

Funds holding in top 10: 188 (-10)

Holders
896
Holders Change
-26
Holders Change %
-2.82%
% of All Funds
14.4%
Holding in Top 10
8
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-55.56%
% of All Funds
0.13%
New
125
Increased
259
Reduced
336
Closed
132
Calls
$159M
Puts
$95.2M
Net Calls
+$63.7M
Net Calls Change
+$26.9M
Name Holding Trade Value Shares
Change
Change in
Stake
FGAM
801
Financial Gravity Asset Management
Texas
$13.5K -$729K -4,431 -97%
FMII
802
Farmers & Merchants Investments Inc
Nebraska
$13.2K
GBT
803
Grove Bank & Trust
Florida
$13K +$15K +91 New
SBL
804
Sargent Bickham Lagudis
Colorado
$12.9K
GFPC
805
Global Financial Private Client
Florida
$12.8K
EWM
806
Endurance Wealth Management
Rhode Island
$12K
AA
807
Ancora Advisors
Ohio
$12K +$822 +5 +7%
EARNEST Partners
808
EARNEST Partners
Georgia
$11.9K
AF
809
Advisornet Financial
Minnesota
$11.5K -$20.7K -126 -61%
DAM
810
Delta Asset Management
Tennessee
$11.5K +$13K +79 New
WSCM
811
Wellington Shields Capital Management
New York
$11.1K
PWMG
812
Prestige Wealth Management Group
New Jersey
$10.4K +$7.4K +45 +167%
KTC
813
Kistler-Tiffany Companies
Pennsylvania
$10K
MCM
814
MV Capital Management
Maryland
$9.14K +$1.64K +10 +19%
KFP
815
KB Financial Partners
New Jersey
$9K -$164 -1 -2%
WB
816
Webster Bank
Connecticut
$9K
AWM
817
Avior Wealth Management
Nebraska
$8.56K
JWM
818
Janiczek Wealth Management
Colorado
$8.23K
CAS
819
Coppell Advisory Solutions
Texas
$8.2K +$9.37K +57 New
CASC
820
Coppell Advisory Solutions Corp
Texas
$8.2K +$9.37K +57 New
DIP
821
DT Investment Partners
Pennsylvania
$7.98K
TWA
822
TCI Wealth Advisors
Arizona
$7.83K -$1.15K -7 -11%
PP
823
PFS Partners
New Jersey
$7.69K
HWM
824
HighMark Wealth Management
Minnesota
$7.69K -$1.15K -7 -12%
MSFP
825
Mark Sheptoff Financial Planning
Connecticut
$7.69K

MTB Hedge Fund Activity: Q4 2022 in Review

896 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in M&T Bank (MTB) for Q4 2022, worth a combined $20.2B — down 21% from $25.8B a quarter earlier.

Sellers outnumbered buyers: 132 funds closed out of MTB and 125 opened new positions — a net loss of 7 holders — while 336 trimmed existing stakes and 259 added.

The largest buyer was Morgan Stanley, adding an estimated $205M. The largest seller was Capital World Investors, cutting an estimated $1.02B.

  • 896 institutional investors held M&T Bank (MTB) as of Q4 2022, down from 922 in Q3 2022.
  • Funds reported $20.2B of M&T Bank stock for Q4 2022, down 21% quarter-over-quarter.
  • 125 funds opened new M&T Bank positions in Q4 2022 and 132 closed out, a net change of -7 holders.
  • The largest M&T Bank buyer in Q4 2022 was Morgan Stanley, an estimated $205M added.
  • The largest M&T Bank seller in Q4 2022 was Capital World Investors, an estimated $1.02B sold.

Based on aggregated 13F filings for Q4 2022.