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M&T Bank

828 hedge funds and large institutions have $17.2B invested in M&T Bank in 2023 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 278 increasing their positions, 329 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

1.09% more ownership

Funds ownership: 82.89%83.98% (+1.1%)

7% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 81

4% more capital invested

Capital invested by funds: $16.6B → $17.2B (+$612M)

0% more funds holding

Funds holding: 825828 (+3)

16% less repeat investments, than reductions

Existing positions increased: 278 | Existing positions reduced: 329

71% less call options, than puts

Call options by funds: $185M | Put options by funds: $648M

Holders
828
Holders Change
+3
Holders Change %
+0.36%
% of All Funds
13%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
87
Increased
278
Reduced
329
Closed
81
Calls
$185M
Puts
$648M
Net Calls
-$463M
Net Calls Change
-$421M
Name Holding Trade Value Shares
Change
Change in
Stake
TAM
801
Tucker Asset Management
Colorado
$2.1K
GWMIA
802
Global Wealth Management Investment Advisory
Florida
$2.1K +$2.06K +17 New
CP
803
Castleview Partners
Texas
$2.05K +$121 +1 +6%
BAAM
804
Baker Avenue Asset Management
California
$1.86K -$847 -7 -32%
CWC
805
Carolinas Wealth Consulting
North Carolina
$1.73K -$484 -4 -22%
BIA
806
Bell Investment Advisors
California
$1.49K +$484 +4 +50%
GI
807
Gradient Investments
Minnesota
$1.49K -$363 -3 -20%
NCM
808
Northwest Capital Management
Oregon
$1.49K +$1.45K +12 New
SIC
809
SJS Investment Consulting
Ohio
$1.36K +$121 +1 +10%
DI
810
Disciplined Investments
Oklahoma
$1.24K -$363 -3 -23%
TFA
811
Toth Financial Advisory
Virginia
$1.24K +$1.21K +10 New
CA
812
Centerpoint Advisors
Massachusetts
$1K
SF
813
Safeguard Financial
Wisconsin
$1K +$363 +3 New
BG
814
Bollard Group
Massachusetts
$1K +$1.21K +10 New
DWA
815
Delos Wealth Advisors
Texas
$991
ME
816
McIlrath & Eck
Washington
$866
RWPA
817
Richard W. Paul & Associates
Michigan
$866
MTIC
818
Missouri Trust & Investment Company
Missouri
$743 +$726 +6 New
NECFA
819
New England Capital Financial Advisors
Connecticut
$731
TFP
820
Tilia Fiduciary Partners
North Carolina
$619
ACA
821
Atlas Capital Advisors
Wyoming
$618
MRCM
822
M&R Capital Management
New Jersey
$618
VWM
823
Venturi Wealth Management
Texas
$372 +$363 +3 New
HWP
824
Highline Wealth Partners
California
$248 +$242 +2 New
MHR
825
Matthew Hamilton Rosenberg
$124 -$37K -306 -100%

MTB Hedge Fund Activity: Q2 2023 in Review

828 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in M&T Bank (MTB) for Q2 2023, worth a combined $17.2B — up 3.7% from $16.6B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new MTB positions and 81 closed out — a net gain of 6 holders — while 278 added to existing stakes and 329 trimmed.

The largest buyer was LSV Asset Management, adding an estimated $77.9M. The largest seller was Ninety One (UK), exiting entirely with an estimated $84M sold.

  • 828 institutional investors held M&T Bank (MTB) as of Q2 2023, up from 825 in Q1 2023.
  • Funds reported $17.2B of M&T Bank stock for Q2 2023, up 3.7% quarter-over-quarter.
  • 87 funds opened new M&T Bank positions in Q2 2023 and 81 closed out, a net change of +6 holders.
  • The largest M&T Bank buyer in Q2 2023 was LSV Asset Management, an estimated $77.9M added.
  • The largest M&T Bank seller in Q2 2023 was Ninety One (UK), an estimated $84M sold.

Based on aggregated 13F filings for Q2 2023.