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M&T Bank

887 hedge funds and large institutions have $19.8B invested in M&T Bank in 2023 Q4 according to their latest regulatory filings, with 156 funds opening new positions, 270 increasing their positions, 328 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more first-time investments, than exits

New positions opened: 156 | Existing positions closed: 63

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

12% more capital invested

Capital invested by funds: $17.6B → $19.8B (+$2.18B)

10% more funds holding

Funds holding: 804887 (+83)

3.04% more ownership

Funds ownership: 84.04%87.08% (+3%)

18% less repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 328

24% less call options, than puts

Call options by funds: $122M | Put options by funds: $161M

Holders
887
Holders Change
+83
Holders Change %
+10.32%
% of All Funds
12.93%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
156
Increased
270
Reduced
328
Closed
63
Calls
$122M
Puts
$161M
Net Calls
-$39.2M
Net Calls Change
+$421M
Name Holding Trade Value Shares
Change
Change in
Stake
BIA
851
Bell Investment Advisors
California
$2.88K -$628 -5 -19%
CTA
852
Colonial Trust Advisors
South Carolina
$2.88K
BWL
853
Bogart Wealth LLC
Virginia
$2.74K -$5.53K -44 -69%
AWM
854
Abound Wealth Management
Tennessee
$2.61K -$377 -3 -14%
MCM
855
Manchester Capital Management
Vermont
$2.6K +$2.39K +19 New
LF
856
Lee Financial
Texas
$2.47K
GWMIA
857
Global Wealth Management Investment Advisory
Florida
$2.33K
AW
858
Avion Wealth
Texas
$2K +$251 +2 +14%
CWC
859
Carolinas Wealth Consulting
North Carolina
$1.92K
FIM
860
FWL Investment Management
Texas
$1.92K +$1.76K +14 New
MA
861
MCF Advisors
Kentucky
$1.78K +$1.63K +13 New
DF
862
Dunhill Financial
United Kingdom
$1.67K +$1.51K +12 New
FGAM
863
Financial Gravity Asset Management
Texas
$1.67K +$754 +6 +86%
NCM
864
Northwest Capital Management
Oregon
$1.65K
JFGIW
865
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.37K +$1.26K +10 New
GI
866
Gradient Investments
Minnesota
$1.23K
DPW
867
DiNuzzo Private Wealth
Pennsylvania
$1.23K +$1.13K +9 New
FCA
868
FinTrust Capital Advisors
South Carolina
$1.1K -$2.89K -23 -74%
SIC
869
SJS Investment Consulting
Ohio
$1.1K -$628 -5 -38%
DWA
870
Delos Wealth Advisors
Texas
$1.1K
TCWA
871
Turtle Creek Wealth Advisors
Texas
$1.1K +$1K +8 New
CAL
872
Capital Analysts LLC
Pennsylvania
$1K +$880 +7 New
IHWM
873
Iron Horse Wealth Management
Iowa
$960
ME
874
McIlrath & Eck
Washington
$960
PIM
875
Plato Investment Management
Australia
$959 +$880 +7 New

MTB Hedge Fund Activity: Q4 2023 in Review

887 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in M&T Bank (MTB) for Q4 2023, worth a combined $19.8B — up 12% from $17.6B a quarter earlier.

Buyers outnumbered sellers: 156 funds opened new MTB positions and 63 closed out — a net gain of 93 holders — while 270 added to existing stakes and 328 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $423M. The largest seller was Fidelity Investments, cutting an estimated $109M.

  • 887 institutional investors held M&T Bank (MTB) as of Q4 2023, up from 804 in Q3 2023.
  • Funds reported $19.8B of M&T Bank stock for Q4 2023, up 12% quarter-over-quarter.
  • 156 funds opened new M&T Bank positions in Q4 2023 and 63 closed out, a net change of +93 holders.
  • The largest M&T Bank buyer in Q4 2023 was Morgan Stanley, an estimated $423M added.
  • The largest M&T Bank seller in Q4 2023 was Fidelity Investments, an estimated $109M sold.

Based on aggregated 13F filings for Q4 2023.