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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
PIM
876
Plato Investment Management
Australia
$1.02K
IGWM
877
ICA Group Wealth Management
Colorado
$1.02K +$970 +7 New
SWS
878
SYSTM Wealth Solutions
Illinois
$873 -$307K -2,214 -100%
LFG
879
Larson Financial Group
Missouri
$873
NL
880
NVWM LLC
Pennsylvania
$734 +$693 +5 New
ACA
881
Atlas Capital Advisors
Wyoming
$727
MRCM
882
M&R Capital Management
New Jersey
$727
GFPC
883
Global Financial Private Client
Florida
$716
AGWCA
884
Annis Gardner Whiting Capital Advisors
Florida
$582 +$554 +4 New
FGAM
885
Financial Gravity Asset Management
Texas
$387 -$1.39K -10 -77%
DFA
886
DHJJ Financial Advisors
Illinois
$291
HWP
887
Highline Wealth Partners
California
$291
VWA
888
Valued Wealth Advisors
Utah
$146
AP
889
Aspect Partners
Virginia
$145
RS
890
Rakuten Securities
Japan
$145
TWP
891
TFO Wealth Partners
Ohio
$145
WA
892
WestEnd Advisors
North Carolina
$145 +$139 +1 New
JFGIW
893
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$51 -$1.39K -10 Closed
DWM
894
Dogwood Wealth Management
Kansas
$2
A
895
AustralianSuper
Australia
-$46.7M -340,661 Closed
CI
896
Conning Inc
Connecticut
-$31.6M -231,345 Closed
JAM
897
Jupiter Asset Management
United Kingdom
-$22.4M -163,189 Closed
LCP
898
LGT Capital Partners
Switzerland
-$21.3M -155,670 Closed
MAMU
899
Marathon Asset Management (UK)
United Kingdom
-$15.3M -111,962 Closed
RIP
900
Rhino Investment Partners
Pennsylvania
-$10.7M -77,730 Closed

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.