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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
AF
926
Affiance Financial
Minnesota
-$34.7K -239 Closed
AP
927
Arlington Partners
Alabama
-$29.3K -202 Closed
DMKJ
928
David M. Knott Jr
-$26K -177 Closed
ANBT
929
American National Bank & Trust
Texas
-$22K -150 Closed
DFCM
930
Dark Forest Capital Management
Puerto Rico
-$15.2K -105 Closed
RTL
931
Red Tortoise LLC
Georgia
-$15.1K -104 Closed
CAS
932
Coppell Advisory Solutions
Texas
-$8.2K -57 Closed
CASC
933
Coppell Advisory Solutions Corp
Texas
-$8.2K -57 Closed
BHWM
934
Beaird Harris Wealth Management
Texas
-$7.25K -50 Closed
RBC
935
Romano Brothers & Co
Illinois
-$6.38K -44 Closed
NIC
936
Northwest Investment Counselors
Oregon
-$6.24K -43 Closed
Jones Financial Companies
937
Jones Financial Companies
Missouri
-$6K -39 Closed
TCM
938
Tradewinds Capital Management
Washington
-$5.66K -39 Closed
CSWM
939
Cassady Schiller Wealth Management
Ohio
-$5.51K -38 Closed
WA
940
Win Advisors
Florida
-$5.51K -38 Closed
HNWAG
941
High Net Worth Advisory Group
Florida
-$5.08K -35 Closed
AWM
942
Accurate Wealth Management
Florida
-$4.89K -33 Closed
CS
943
Comerica Securities
Michigan
-$4.53K -31 Closed
RFS
944
Retirement Financial Solutions
Tennessee
-$4.5K -31 Closed
LWANC
945
Laurel Wealth Advisors (North Carolina)
North Carolina
-$3.77K -26 Closed
SC
946
Sierra Capital
Florida
-$4K -26 Closed
PPWM
947
PFG Private Wealth Management
Florida
-$3K -23 Closed
CTC
948
Central Trust Company
Missouri
-$3.05K -21 Closed
FMP
949
Financial Management Professionals
Texas
-$1.6K -11 -85%
HWP
950
Highline Wealth Partners
California
-$1.45K -10 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.