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M&T Bank

825 hedge funds and large institutions have $16.6B invested in M&T Bank in 2023 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 277 increasing their positions, 333 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.27% more ownership

Funds ownership: 81.62%82.89% (+1.3%)

8% less funds holding

Funds holding: 896825 (-71)

17% less repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 333

18% less capital invested

Capital invested by funds: $20.2B → $16.6B (-$3.63B)

24% less call options, than puts

Call options by funds: $133M | Put options by funds: $175M

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

39% less first-time investments, than exits

New positions opened: 80 | Existing positions closed: 131

Holders
825
Holders Change
-71
Holders Change %
-7.92%
% of All Funds
13.15%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.08%
New
80
Increased
277
Reduced
333
Closed
131
Calls
$133M
Puts
$175M
Net Calls
-$42.1M
Net Calls Change
-$106M
Name Holding Trade Value Shares
Change
Change in
Stake
IG
876
ING Group
Netherlands
-$399K -2,748 Closed
IIM
877
Intact Investment Management
Quebec, Canada
-$377K -2,600 Closed
PCM
878
Penn Capital Management
Pennsylvania
-$367K -2,530 Closed
FCBT
879
First Citizens Bank & Trust
North Carolina
-$347K -2,390 Closed
SRC
880
Shufro Rose & Co
New York
-$339K -2,334 Closed
AI
881
Atom Investors
Texas
-$321K -2,210 Closed
BBP
882
Banco BTG Pactual
Brazil
-$285K -1,962 Closed
Lido Advisors
883
Lido Advisors
California
-$281K -1,936 Closed
BC
884
Bridgefront Capital
Texas
-$268K -1,845 Closed
EWA
885
Exencial Wealth Advisors
Oklahoma
-$261K -1,801 Closed
CWM
886
Congress Wealth Management
Massachusetts
-$257K -1,773 Closed
FA
887
Fiducient Advisors
Illinois
-$257K -1,770 Closed
PWM
888
Perigon Wealth Management
California
-$255K -1,757 Closed
CFO
889
Collective Family Office
Pennsylvania
-$250K -1,721 Closed
CGL
890
Clarius Group LLC
Washington
-$246K -1,693 Closed
CT
891
Columbia Trust
Oregon
-$246K -1,693 Closed
MGIM
892
M&G Investment Management
United Kingdom
-$245K -1,691 Closed
BWM
893
Baron Wealth Management
Michigan
-$239K -1,650 Closed
FCI
894
Financial Counselors Inc
Kansas
-$239K -1,648 Closed
WWMSC
895
Wagner Wealth Management (South Carolina)
South Carolina
-$238K -1,641 Closed
CCFCSB
896
Cape Cod Five Cents Savings Bank
Massachusetts
-$233K -1,606 Closed
DP
897
Dearborn Partners
Illinois
-$230K -1,585 Closed
FC
898
Financial Consulate
Maryland
-$228K -1,573 Closed
MG
899
Meritage Group
California
-$224K -1,544 Closed
WA
900
Waverly Advisors
Alabama
-$224K -1,544 Closed

MTB Hedge Fund Activity: Q1 2023 in Review

825 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in M&T Bank (MTB) for Q1 2023, worth a combined $16.6B — down 18% from $20.2B a quarter earlier.

Sellers outnumbered buyers: 131 funds closed out of MTB and 80 opened new positions — a net loss of 51 holders — while 333 trimmed existing stakes and 277 added.

The largest buyer was Wellington Management Group, adding an estimated $573M. The largest seller was Wells Fargo, cutting an estimated $313M.

  • 825 institutional investors held M&T Bank (MTB) as of Q1 2023, down from 896 in Q4 2022.
  • Funds reported $16.6B of M&T Bank stock for Q1 2023, down 18% quarter-over-quarter.
  • 80 funds opened new M&T Bank positions in Q1 2023 and 131 closed out, a net change of -51 holders.
  • The largest M&T Bank buyer in Q1 2023 was Wellington Management Group, an estimated $573M added.
  • The largest M&T Bank seller in Q1 2023 was Wells Fargo, an estimated $313M sold.

Based on aggregated 13F filings for Q1 2023.