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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
TCA
951
Transcend Capital Advisors
New Jersey
-$230K -1,680 Closed
PCM
952
Princeton Capital Management
New Jersey
-$221K -1,612 Closed
SCM
953
Semanteon Capital Management
Massachusetts
-$221K -1,609 Closed
CAM
954
CenterStar Asset Management
Illinois
-$209K -1,512 Closed
GWS
955
Glassman Wealth Services
Virginia
-$200K -1,463 Closed
BCV
956
Banque Cantonale Vaudoise
Switzerland
-$174K -1,268 Closed
TWM
957
Tradition Wealth Management
Minnesota
-$102K -746 Closed
LFA
958
Level Financial Advisors
New York
-$91.4K -667 Closed
RIM
959
Rockbridge Investment Management
New York
-$67.7K -494 Closed
TSW
960
Thompson Siegel & Walmsley
Virginia
-$40K -293 Closed
WTG
961
West Tower Group
Virginia
-$34.8K -254 Closed
CFD
962
Creative Financial Designs
Indiana
-$33.3K -243 Closed
PS
963
Planned Solutions
California
-$32.9K -240 Closed
BWM
964
BKM Wealth Management
Wisconsin
-$31.9K -233 Closed
NSIM
965
North Star Investment Management
Illinois
-$27.4K -200 Closed
KI
966
Kapitalo Investimentos
Brazil
-$24.1K -176 Closed
CG
967
Cutler Group
California
-$16K -119 Closed
ODG
968
O'Dell Group
Ohio
-$6.85K -50 Closed
NA
969
Nordwand Advisors
Pennsylvania
-$6.17K -45 Closed
FMP
970
Financial Management Professionals
Texas
-$4.71K -34 -92%
PP
971
Paloma Partners
Connecticut
-$3.29K -24 Closed
LF
972
Lee Financial
Texas
-$2.47K -18 Closed
GWMIA
973
Global Wealth Management Investment Advisory
Florida
-$2.33K -17 Closed
FIM
974
FWL Investment Management
Texas
-$1.92K -14 Closed
DWA
975
Delos Wealth Advisors
Texas
-$1.1K -8 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.