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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
CAG
901
Csenge Advisory Group
Florida
-$222K -1,531 Closed
FNBOO
902
First National Bank of Omaha
Nebraska
-$219K -1,510 Closed
TW
903
TrinityPoint Wealth
Connecticut
-$218K -1,505 Closed
SA
904
Sicart Associates
New York
-$218K -1,500 Closed
SVWAG
905
Sound View Wealth Advisors Group
Georgia
-$205K -1,495 Closed
SFI
906
Siemens Fonds Invest
Germany
-$216K -1,491 Closed
SP
907
Successful Portfolios
Florida
-$216K -1,489 Closed
SI
908
Stephens Inc
Arkansas
-$215K -1,482 Closed
SCM
909
Seascape Capital Management
New Hampshire
-$209K -1,441 Closed
NRS
910
Neville Rodie & Shaw
New York
-$207K -1,424 Closed
LFA
911
LGT Financial Advisors
Texas
-$206K -1,420 Closed
PPW
912
Pasadena Private Wealth
California
-$205K -1,416 Closed
ACL
913
Applied Capital LLC
Florida
-$205K -1,415 Closed
HWA
914
Heartwood Wealth Advisors
Virginia
-$202K -1,390 Closed
YIH
915
Y-Intercept (HK)
Hong Kong
-$201K -1,388 Closed
BCM
916
Brown Capital Management
Maryland
-$201K -1,385 Closed
PWP
917
Phillips Wealth Planners
Mississippi
-$204K -1,266 Closed
USCWA
918
U.S. Capital Wealth Advisors
Texas
-$181K -1,248 Closed
MAM
919
Meeder Asset Management
Ohio
-$178K -1,228 Closed
SIM
920
Sentry Investment Management
Wisconsin
-$165K -1,139 Closed
ZIG
921
Zullo Investment Group
Pennsylvania
-$126K -869 Closed
RIA
922
Realta Investment Advisors
Delaware
-$111K -767 Closed
MCC
923
Money Concepts Capital
Florida
-$103K -713 Closed
PFA
924
Pathway Financial Advisers
Indiana
-$76K -524 Closed
KC
925
Knuff & Co
California
-$47.7K -329 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.