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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
PGFC
926
Peapack-Gladstone Financial Corp
New Jersey
-$253K -1,998 Closed
MS
927
Maven Securities
Jersey
-$228K -1,800 Closed
DIA
928
Dana Investment Advisors
Wisconsin
-$204K -1,615 Closed
SR
929
Syntax Research
Florida
-$143K -1,129 Closed
SIM
930
Sentry Investment Management
Wisconsin
-$121K -958 Closed
CSPIA
931
Cary Street Partners Investment Advisory
Virginia
-$107K -849 Closed
IG
932
ING Group
Netherlands
-$92.4K -731 Closed
GIA
933
GHP Investment Advisors
Colorado
-$48.7K -405 Closed
HL
934
HeadInvest LLC
Maine
-$28.8K -236 Closed
RW
935
RVW Wealth
California
-$27.3K -216 Closed
HFS
936
Hantz Financial Services
Michigan
-$18K -141 Closed
HT
937
Headlands Technologies
Illinois
-$15.4K -122 Closed
RTC
938
Riverview Trust Company
Washington
-$14.7K -116 Closed
EARNEST Partners
939
EARNEST Partners
Georgia
-$10.4K -82 Closed
Fidelity International
940
Fidelity International
Bermuda
-$5.94K -47 Closed
RIA
941
Realta Investment Advisors
Delaware
-$5.48K -44 Closed
AWA
942
Authentikos Wealth Advisory
California
-$4.8K -38 Closed
BAAM
943
Baker Avenue Asset Management
California
-$4.05K -32 Closed
SC
944
Stephens Consulting
Michigan
-$2.91K -23 Closed
SIA
945
SkyView Investment Advisors
New Jersey
-$3K -21 Closed
OP
946
ORG Partners
Indiana
-$2.4K -19 Closed
SCA
947
Stonebridge Capital Advisors
Minnesota
-$1.26K -10 Closed
CA
948
Centerpoint Advisors
Massachusetts
-$1K -7 Closed
CAM
949
ClariVest Asset Management
California
-$1K -4 Closed
GA
950
GoalVest Advisory
New York
-$253 -2 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.