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M&T Bank

893 hedge funds and large institutions have $20.4B invested in M&T Bank in 2024 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 291 increasing their positions, 345 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 84

3% more capital invested

Capital invested by funds: $19.8B → $20.4B (+$605M)

1% more funds holding

Funds holding: 887893 (+6)

2.78% less ownership

Funds ownership: 87.08%84.3% (-2.8%)

16% less repeat investments, than reductions

Existing positions increased: 291 | Existing positions reduced: 345

20% less call options, than puts

Call options by funds: $134M | Put options by funds: $167M

50% less funds holding in top 10

Funds holding in top 10: 84 (-4)

Holders
893
Holders Change
+6
Holders Change %
+0.68%
% of All Funds
12.86%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
99
Increased
291
Reduced
345
Closed
84
Calls
$134M
Puts
$167M
Net Calls
-$32.9M
Net Calls Change
+$6.27M
Name Holding Trade Value Shares
Change
Change in
Stake
DIP
826
DT Investment Partners
Pennsylvania
$8K
CAM
827
Costello Asset Management
Pennsylvania
$8K +$693 +5 +10%
CFB
828
Cullen/Frost Bankers
Texas
$7.8K
PP
829
PFS Partners
New Jersey
$7.71K
SL
830
Salomon & Ludwin
Virginia
$7.71K +$7.34K +53 New
CWC
831
Carolinas Wealth Consulting
North Carolina
$7.58K +$5.26K +38 +271%
RTL
832
Red Tortoise LLC
Georgia
$7.56K
HCP
833
Hexagon Capital Partners
Arkansas
$7.42K
TFGT
834
TS Financial Group (TSFG)
Illinois
$7K
WIM
835
Westside Investment Management
California
$6.84K
Kayne Anderson Rudnick Investment Management
836
Kayne Anderson Rudnick Investment Management
California
$6.8K
AWM
837
AllSquare Wealth Management
New York
$6.69K
AIM
838
Anchor Investment Management
South Carolina
$6.4K
CMP
839
Coston McIsaac & Partners
Maine
$6K
MHR
840
Matthew Hamilton Rosenberg
$5.87K -$139 -1 -2%
CJ
841
Caitlin John
Michigan
$5.85K -$139 -1 -2%
RIL
842
Rothschild Investment LLC
Illinois
$5.67K +$416 +3 +8%
SRCM
843
Signature Resources Capital Management
California
$5.62K
NECFA
844
New England Capital Financial Advisors
Connecticut
$5.39K
AF
845
Advisornet Financial
Minnesota
$5.24K -$4.29K -31 -46%
BCWM
846
Bartlett & Co Wealth Management
Ohio
$5.24K
CB
847
Centennial Bank
Arkansas
$5.09K
FWM
848
FSA Wealth Management
Massachusetts
$5.09K
OSNBOA
849
Old Second National Bank of Aurora
Illinois
$4.95K
PCWA
850
Pacific Capital Wealth Advisors
California
$4.65K +$4.43K +32 New

MTB Hedge Fund Activity: Q1 2024 in Review

893 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in M&T Bank (MTB) for Q1 2024, worth a combined $20.4B — up 3.1% from $19.8B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new MTB positions and 84 closed out — a net gain of 15 holders — while 291 added to existing stakes and 345 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $286M. The largest seller was Morgan Stanley, cutting an estimated $352M.

  • 893 institutional investors held M&T Bank (MTB) as of Q1 2024, up from 887 in Q4 2023.
  • Funds reported $20.4B of M&T Bank stock for Q1 2024, up 3.1% quarter-over-quarter.
  • 99 funds opened new M&T Bank positions in Q1 2024 and 84 closed out, a net change of +15 holders.
  • The largest M&T Bank buyer in Q1 2024 was Fidelity Investments, an estimated $286M added.
  • The largest M&T Bank seller in Q1 2024 was Morgan Stanley, an estimated $352M sold.

Based on aggregated 13F filings for Q1 2024.