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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
LFG
876
Larson Financial Group
Missouri
$822 -$5.78K -46 -88%
ACA
877
Atlas Capital Advisors
Wyoming
$685
GFPC
878
Global Financial Private Client
Florida
$685
MRCM
879
M&R Capital Management
New Jersey
$685
IWA
880
IBEX Wealth Advisors
New Jersey
$519 -$475K -3,779 -100%
EWM
881
Evermay Wealth Management
Virginia
$412 +$377 +3 New
DFA
882
DHJJ Financial Advisors
Illinois
$275
HWP
883
Highline Wealth Partners
California
$274
TWP
884
TFO Wealth Partners
Ohio
$137 -$251 -2 -67%
AP
885
Aspect Partners
Virginia
$137 +$126 +1 New
RS
886
Rakuten Securities
Japan
$137 +$126 +1 New
VWA
887
Valued Wealth Advisors
Utah
$127 +$126 +1 New
DWM
888
Dogwood Wealth Management
Kansas
$3
SCP
889
Seizert Capital Partners
Michigan
-$22.6M -178,517 Closed
Balyasny Asset Management
890
Balyasny Asset Management
Illinois
-$17.9M -141,350 Closed
CM
891
Cercano Management
Washington
-$16.1M -127,256 Closed
Point72 Asset Management
892
Point72 Asset Management
Connecticut
-$10.8M -85,629 Closed
PE
893
Point72 Europe
United Kingdom
-$10.1M -79,800 Closed
Twin Tree Management
894
Twin Tree Management
Texas
-$8.17M -65,042 Closed
CCM
895
Cinctive Capital Management
New York
-$7.89M -62,399 Closed
ACL
896
Azora Capital LP
Florida
-$3.76M -29,709 Closed
EPCA
897
Elizabeth Park Capital Advisors
Ohio
-$2.8M -22,151 Closed
MP
898
MSD Partners
New York
-$2.76M -21,850 Closed
CM
899
Crestline Management
Texas
-$2.53M -20,000 Closed
LCM
900
Legato Capital Management
California
-$1.8M -14,222 Closed

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.