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M&T Bank

828 hedge funds and large institutions have $17.2B invested in M&T Bank in 2023 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 278 increasing their positions, 329 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

1.09% more ownership

Funds ownership: 82.89%83.98% (+1.1%)

7% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 81

4% more capital invested

Capital invested by funds: $16.6B → $17.2B (+$612M)

0% more funds holding

Funds holding: 825828 (+3)

16% less repeat investments, than reductions

Existing positions increased: 278 | Existing positions reduced: 329

71% less call options, than puts

Call options by funds: $185M | Put options by funds: $648M

Holders
828
Holders Change
+3
Holders Change %
+0.36%
% of All Funds
13%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
87
Increased
278
Reduced
329
Closed
81
Calls
$185M
Puts
$648M
Net Calls
-$463M
Net Calls Change
-$421M
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
876
Checchi Capital Advisers
California
-$228K -1,909 Closed
FLPIM
877
F.L. Putnam Investment Management
Massachusetts
-$223K -1,867 Closed
SW
878
SVB Wealth
Massachusetts
-$222K -1,853 Closed
BAM
879
Belpointe Asset Management
Nevada
-$214K -1,788 Closed
AT
880
Arden Trust
Delaware
-$213K -1,781 Closed
GPA
881
Garrison Point Advisors
California
-$212K -1,770 Closed
AG
882
AIA Group
Hong Kong
-$201K -1,678 Closed
ONST
883
Old North State Trust
North Carolina
-$170K -1,418 Closed
ST
884
Sageworth Trust
Pennsylvania
-$161K -1,350 Closed
ABLA
885
Alan B. Lancz & Associates
Ohio
-$145K -1,210 Closed
AAS
886
Ameritas Advisory Services
Nebraska
-$143K -1,196 Closed
GFWA
887
Grey Fox Wealth Advisors
Delaware
-$104K -867 Closed
BEI
888
Benjamin Edwards Inc
Missouri
-$70K -589 Closed
HFS
889
Hantz Financial Services
Michigan
-$49K -407 Closed
QL
890
Quarry LP
New York
-$26.9K -225 Closed
TWA
891
TCI Wealth Advisors
Arizona
-$20.7K -173 Closed
CSPAM
892
Cary Street Partners Asset Management
Virginia
-$20K -167 Closed
LFG
893
Larson Financial Group
Missouri
-$13.2K -110 Closed
GEA
894
Glen Eagle Advisors
New Jersey
-$7.41K -62 Closed
BWM
895
BerganKDV Wealth Management
Minnesota
-$5.38K -45 Closed
CIM
896
Contravisory Investment Management
Massachusetts
-$4.18K -35 Closed
GWSG
897
GPS Wealth Strategies Group
Colorado
-$3.35K -28 Closed
SC
898
Schubert & Co
Texas
-$2.63K -22 Closed
MC
899
Machina Capital
France
-$2.15K -18 Closed
SFG
900
Steward Financial Group
Texas
-$2K -18 Closed

MTB Hedge Fund Activity: Q2 2023 in Review

828 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in M&T Bank (MTB) for Q2 2023, worth a combined $17.2B — up 3.7% from $16.6B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new MTB positions and 81 closed out — a net gain of 6 holders — while 278 added to existing stakes and 329 trimmed.

The largest buyer was LSV Asset Management, adding an estimated $77.9M. The largest seller was Ninety One (UK), exiting entirely with an estimated $84M sold.

  • 828 institutional investors held M&T Bank (MTB) as of Q2 2023, up from 825 in Q1 2023.
  • Funds reported $17.2B of M&T Bank stock for Q2 2023, up 3.7% quarter-over-quarter.
  • 87 funds opened new M&T Bank positions in Q2 2023 and 81 closed out, a net change of +6 holders.
  • The largest M&T Bank buyer in Q2 2023 was LSV Asset Management, an estimated $77.9M added.
  • The largest M&T Bank seller in Q2 2023 was Ninety One (UK), an estimated $84M sold.

Based on aggregated 13F filings for Q2 2023.