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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
CT
851
Colonial Trust
South Carolina
$4.22K
AW
852
Avion Wealth
Texas
$4K +$1.11K +8 +50%
CA
853
Continuum Advisory
Idaho
$3.82K +$3.46K +25 New
MCM
854
Manchester Capital Management
Vermont
$3.78K +$970 +7 +37%
JGIA
855
Jackson Grant Investment Advisers
Connecticut
$3.35K -$75.5K -545 -96%
HWM
856
HighMark Wealth Management
Minnesota
$3.35K +$3.88K +28 +85%
BCPWM
857
Bradley & Co Private Wealth Management
Florida
$3.2K
BCMLT
858
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.2K +$3.05K +22 New
BIA
859
Bell Investment Advisors
California
$3.06K
BWL
860
Bogart Wealth LLC
Virginia
$2.91K
RIA
861
Realta Investment Advisors
Delaware
$2.91K +$2.77K +20 New
S
862
Sachetta
Massachusetts
$2.88K
AWM
863
Abound Wealth Management
Tennessee
$2.77K
WWP
864
WR Wealth Planners
Missouri
$2.33K +$2.22K +16 New
DF
865
Dunhill Financial
United Kingdom
$2.1K +$277 +2 +17%
PVH
866
Psagot Value Holdings
Israel
$2K -$5.68K -41 -71%
SIC
867
SJS Investment Consulting
Ohio
$1.75K +$554 +4 +50%
NCM
868
Northwest Capital Management
Oregon
$1.75K
DPW
869
DiNuzzo Private Wealth
Pennsylvania
$1.31K
GI
870
Gradient Investments
Minnesota
$1.31K
ECM
871
Everence Capital Management
Indiana
$1.19K
FCA
872
FinTrust Capital Advisors
South Carolina
$1.16K
CTA
873
Colonial Trust Advisors
South Carolina
$1.02K -$1.94K -14 -67%
IHWM
874
Iron Horse Wealth Management
Iowa
$1.02K
ME
875
McIlrath & Eck
Washington
$1.02K

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.