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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
TWP
851
TFO Wealth Partners
Ohio
$3.54K +$29.3K +178 New
ACA
852
Atlas Capital Advisors
Wyoming
$3.48K -$3.62K -22 -48%
SC
853
Stephens Consulting
Michigan
$3.34K
PFG
854
Piershale Financial Group
Illinois
$3.34K +$3.78K +23 New
BCPWM
855
Bradley & Co Private Wealth Management
Florida
$3.19K
CTC
856
Central Trust Company
Missouri
$3.05K -$329 -2 -9%
PPWM
857
PFG Private Wealth Management
Florida
$3K
VNA
858
Valley National Advisers
Pennsylvania
$3K
GI
859
Gradient Investments
Minnesota
$2.9K +$822 +5 +33%
AWM
860
Abound Wealth Management
Tennessee
$2.61K -$3.78K -23 -56%
NECFA
861
New England Capital Financial Advisors
Connecticut
$2.58K +$2.79K +17 New
TAM
862
Tucker Asset Management
Colorado
$2.47K
CP
863
Castleview Partners
Texas
$2.35K
DJSG
864
D.J. St. Germain
Massachusetts
$2.32K -$124K -753 -4%
SC
865
Schubert & Co
Texas
$2.18K -$2.63K -16 -52%
HI
866
Harbour Investments
Wisconsin
$2.18K
LF
867
Lee Financial
Texas
$2.18K
CWC
868
Carolinas Wealth Consulting
North Carolina
$2.03K
FMP
869
Financial Management Professionals
Texas
$2K -$658 -4 -24%
Lazard Asset Management
870
Lazard Asset Management
New York
$2K +$1.15K +7 +64%
SFG
871
Steward Financial Group
Texas
$2K +$2.96K +18 New
SIC
872
SJS Investment Consulting
Ohio
$1.74K +$822 +5 +71%
SWM
873
Sanctuary Wealth Management
Idaho
$1.6K +$1.81K +11 New
HWP
874
Highline Wealth Partners
California
$1.45K
SCA
875
Stonebridge Capital Advisors
Minnesota
$1.45K

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.