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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
HI
801
Harbour Investments
Wisconsin
$1.79K
PB
802
Pinnacle Bancorp
Nebraska
$1.79K +$2.18K +15 New
SIC
803
Salem Investment Counselors
North Carolina
$1.79K +$2.18K +15 New
MA
804
MCF Advisors
Kentucky
$1.67K +$2.03K +14 New
DI
805
Disciplined Investments
Oklahoma
$1.55K +$1.02K +7 +117%
LF
806
Lee Financial
Texas
$1.44K -$435 -3 -20%
OIS
807
Okabena Investment Services
Minnesota
$1.44K +$1.74K +12 New
SIC
808
SJS Investment Consulting
Ohio
$1.2K -$290 -2 -17%
SCA
809
Stonebridge Capital Advisors
Minnesota
$1.2K
TAIM
810
TD Ameritrade Investment Management
Nebraska
$1K
CA
811
Centerpoint Advisors
Massachusetts
$1K +$1.02K +7 New
SIA
812
SkyView Investment Advisors
New Jersey
$1K +$1.45K +10 New
BIA
813
Bell Investment Advisors
California
$957 -$5.37K -37 -82%
DWA
814
Delos Wealth Advisors
Texas
$957
ME
815
McIlrath & Eck
Washington
$837
RWPA
816
Richard W. Paul & Associates
Michigan
$837
BCMLT
817
Beacon Capital Management LLC (Tennessee)
Tennessee
$717
NECFA
818
New England Capital Financial Advisors
Connecticut
$699 -$1.6K -11 -65%
ECM
819
Everence Capital Management
Indiana
$674
TFP
820
Tilia Fiduciary Partners
North Carolina
$598 +$726 +5 New
ACA
821
Atlas Capital Advisors
Wyoming
$597 -$2.76K -19 -79%
MRCM
822
M&R Capital Management
New Jersey
$597
FCA
823
Fortis Capital Advisors
Kansas
$359
TWP
824
TFO Wealth Partners
Ohio
$120 -$25.7K -177 -99%
Capital World Investors
825
Capital World Investors
California
-$125M -860,000 Closed

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.