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M&T Bank

804 hedge funds and large institutions have $17.6B invested in M&T Bank in 2023 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 274 increasing their positions, 307 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

2% more capital invested

Capital invested by funds: $17.2B → $17.6B (+$401M)

0.06% more ownership

Funds ownership: 83.98%84.04% (+0.06%)

3% less funds holding

Funds holding: 828804 (-24)

11% less repeat investments, than reductions

Existing positions increased: 274 | Existing positions reduced: 307

12% less first-time investments, than exits

New positions opened: 72 | Existing positions closed: 82

71% less call options, than puts

Call options by funds: $185M | Put options by funds: $645M

Holders
804
Holders Change
-24
Holders Change %
-2.9%
% of All Funds
12.76%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
72
Increased
274
Reduced
307
Closed
82
Calls
$185M
Puts
$645M
Net Calls
-$460M
Net Calls Change
+$2.38M
Name Holding Trade Value Shares
Change
Change in
Stake
CT
851
Coastline Trust
Rhode Island
-$284K -2,294 Closed
PCIA
852
Prime Capital Investment Advisors
Kansas
-$261K -2,105 Closed
Simplex Trading
853
Simplex Trading
Illinois
-$261K -2,000 Closed
Empower Advisory Group
854
Empower Advisory Group
Colorado
-$246K -1,986 Closed
EI
855
Ellevest Inc
New York
-$244K -1,973 Closed
RWM
856
Ritholtz Wealth Management
New York
-$224K -1,808 Closed
JE
857
JMAC Enterprises
Pennsylvania
-$223K -1,800 Closed
MFG
858
Merit Financial Group
Georgia
-$222K -1,796 Closed
WJWM
859
Williams Jones Wealth Management
New York
-$217K -1,757 Closed
AWCI
860
Alpine Woods Capital Investors
New York
-$217K -1,750 Closed
WA
861
WBH Advisory
Maryland
-$207K -1,676 Closed
MNBTD
862
Moody National Bank Trust Division
Texas
-$207K -1,674 Closed
Kayne Anderson Rudnick Investment Management
863
Kayne Anderson Rudnick Investment Management
California
-$86.6K -700 Closed
CFO
864
CVA Family Office
Colorado
-$51.1K -413 Closed
AS
865
AM Squared
Hong Kong
-$49.5K -400 Closed
CG
866
Cutler Group
California
-$49K -376 Closed
SSG
867
Summit Securities Group
New York
-$27K -217 Closed
VWM
868
Valley Wealth Managers
New Jersey
-$15.5K -125 Closed
AIM
869
Achmea Investment Management
Netherlands
-$14K -113 Closed
GJIA
870
Glass Jacobson Investment Advisors
Maryland
-$13.2K -107 Closed
FA
871
Fiduciary Alliance
South Carolina
-$11.3K -91 Closed
WSCM
872
Wellington Shields Capital Management
New York
-$9.66K -78 Closed
JFGIW
873
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$9.28K -75 Closed
WP
874
WealthPLAN Partners
Nebraska
-$8.66K -70 Closed
PVH
875
Psagot Value Holdings
Israel
-$8K -61 Closed

MTB Hedge Fund Activity: Q3 2023 in Review

804 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in M&T Bank (MTB) for Q3 2023, worth a combined $17.6B — up 2.3% from $17.2B a quarter earlier.

Sellers outnumbered buyers: 82 funds closed out of MTB and 72 opened new positions — a net loss of 10 holders — while 307 trimmed existing stakes and 274 added.

The largest buyer was Invesco, adding an estimated $84.9M. The largest seller was Wellington Management Group, cutting an estimated $87.1M.

  • 804 institutional investors held M&T Bank (MTB) as of Q3 2023, down from 828 in Q2 2023.
  • Funds reported $17.6B of M&T Bank stock for Q3 2023, up 2.3% quarter-over-quarter.
  • 72 funds opened new M&T Bank positions in Q3 2023 and 82 closed out, a net change of -10 holders.
  • The largest M&T Bank buyer in Q3 2023 was Invesco, an estimated $84.9M added.
  • The largest M&T Bank seller in Q3 2023 was Wellington Management Group, an estimated $87.1M sold.

Based on aggregated 13F filings for Q3 2023.