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M&T Bank

494 hedge funds and large institutions have $13.6B invested in M&T Bank in 2014 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 190 increasing their positions, 177 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more call options, than puts

Call options by funds: $67.2M | Put options by funds: $39M

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

7% more repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 177

5% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 39

4% more capital invested

Capital invested by funds: $13B → $13.6B (+$530M)

1% less funds holding

Funds holding: 497494 (-3)

0.69% less ownership

Funds ownership: 86.4%85.71% (-0.69%)

Holders
494
Holders Change
-3
Holders Change %
-0.6%
% of All Funds
14.27%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.14%
New
41
Increased
190
Reduced
177
Closed
39
Calls
$67.2M
Puts
$39M
Net Calls
+$28.2M
Net Calls Change
-$15.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.11B -$9.3M -80,603 -0.9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.02B +$34.9M +302,812 +4%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$749M +$13.7M +119,065 +2%
State Street
4
State Street
Massachusetts
$749M -$23M -199,242 -3%
Berkshire Hathaway
5
Berkshire Hathaway
Nebraska
$653M
JP Morgan Chase
6
JP Morgan Chase
New York
$625M +$28M +242,992 +5%
State Farm Mutual Automobile Insurance
7
State Farm Mutual Automobile Insurance
Illinois
$566M +$2.82M +24,400 +0.5%
Baillie Gifford & Co
8
Baillie Gifford & Co
United Kingdom
$507M +$3.28M +28,408 +0.7%
BIT
9
BlackRock Institutional Trust
California
$404M +$3.59M +31,090 +0.9%
Goldman Sachs
10
Goldman Sachs
New York
$396M +$19.9M +172,762 +6%
Neuberger Berman Group
11
Neuberger Berman Group
New York
$380M +$79M +685,019 +28%
WP
12
Wedgewood Partners
Missouri
$282M +$22.4M +194,391 +9%
BFA
13
BlackRock Fund Advisors
California
$217M +$1.77M +15,304 +0.9%
Norges Bank
14
Norges Bank
Norway
$190M -$55.8M -483,728 -24%
Northern Trust
15
Northern Trust
Illinois
$190M -$4.71M -40,774 -3%
Invesco
16
Invesco
Georgia
$171M +$5.16M +44,707 +3%
M&T Bank
17
M&T Bank
New York
$169M -$639K -5,541 -0.4%
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$167M +$124M +1,077,238 +359%
Artisan Partners
19
Artisan Partners
Wisconsin
$161M -$178K -1,542 -0.1%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$155M -$2.07M -17,981 -1%
Principal Financial Group
21
Principal Financial Group
Iowa
$152M +$3.03M +26,221 +2%
First Eagle Investment Management
22
First Eagle Investment Management
New York
$143M +$3.67M +31,795 +3%
American Century Companies
23
American Century Companies
Missouri
$141M +$135M +1,166,310 New
Aristotle Capital Management
24
Aristotle Capital Management
California
$132M +$2.61M +22,575 +2%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$118M +$1.8M +15,593 +2%

MTB Hedge Fund Activity: Q1 2014 in Review

494 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in M&T Bank (MTB) for Q1 2014, worth a combined $13.6B — up 4.1% from $13B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new MTB positions and 39 closed out — a net gain of 2 holders — while 190 added to existing stakes and 177 trimmed.

The largest buyer was American Century Companies, opening a new position worth an estimated $135M. The largest seller was Capital World Investors, exiting entirely with an estimated $306M sold.

  • 494 institutional investors held M&T Bank (MTB) as of Q1 2014, down from 497 in Q4 2013.
  • Funds reported $13.6B of M&T Bank stock for Q1 2014, up 4.1% quarter-over-quarter.
  • 41 funds opened new M&T Bank positions in Q1 2014 and 39 closed out, a net change of +2 holders.
  • The largest M&T Bank buyer in Q1 2014 was American Century Companies, an estimated $135M added.
  • The largest M&T Bank seller in Q1 2014 was Capital World Investors, an estimated $306M sold.

Based on aggregated 13F filings for Q1 2014.