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M&T Bank

525 hedge funds and large institutions have $14.1B invested in M&T Bank in 2015 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 202 increasing their positions, 178 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more call options, than puts

Call options by funds: $38.1M | Put options by funds: $17M

13% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 178

10% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 41

2% more capital invested

Capital invested by funds: $13.9B → $14.1B (+$215M)

0.06% less ownership

Funds ownership: 84.25%84.19% (-0.06%)

1% less funds holding

Funds holding: 529525 (-4)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
525
Holders Change
-4
Holders Change %
-0.76%
% of All Funds
13.99%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
45
Increased
202
Reduced
178
Closed
41
Calls
$38.1M
Puts
$17M
Net Calls
+$21M
Net Calls Change
+$22.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.24B +$57.4M +473,881 +5%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$995M +$128M +1,057,004 +16%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$877M -$27.2M -224,856 -3%
State Street
4
State Street
Massachusetts
$770M -$57M -470,913 -7%
Berkshire Hathaway
5
Berkshire Hathaway
Nebraska
$684M
JP Morgan Chase
6
JP Morgan Chase
New York
$664M +$57.2M +472,102 +10%
Baillie Gifford & Co
7
Baillie Gifford & Co
United Kingdom
$635M +$32.6M +269,498 +6%
State Farm Mutual Automobile Insurance
8
State Farm Mutual Automobile Insurance
Illinois
$593M
WP
9
Wedgewood Partners
Missouri
$445M +$55.4M +457,717 +15%
BIT
10
BlackRock Institutional Trust
California
$440M +$7.53M +62,183 +2%
BFA
11
BlackRock Fund Advisors
California
$266M -$2.97M -24,557 -1%
Neuberger Berman Group
12
Neuberger Berman Group
New York
$240M -$202M -1,665,171 -47%
Northern Trust
13
Northern Trust
Illinois
$201M -$5.66M -46,714 -3%
Norges Bank
14
Norges Bank
Norway
$200M -$787K -6,503 -0.4%
Invesco
15
Invesco
Georgia
$200M -$2.35M -19,401 -1%
M&T Bank
16
M&T Bank
New York
$180M -$1.06M -8,731 -0.6%
Principal Financial Group
17
Principal Financial Group
Iowa
$179M +$5.26M +43,476 +3%
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$170M +$15.8M +130,424 +11%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$164M -$4.43M -36,553 -3%
Aristotle Capital Management
20
Aristotle Capital Management
California
$160M +$81.1K +670 +0.1%
Artisan Partners
21
Artisan Partners
Wisconsin
$159M -$15.3M -126,093 -9%
BG
22
BlackRock Group
United Kingdom
$150M +$52.3M +432,264 +58%
American Century Companies
23
American Century Companies
Missouri
$148M -$5.88M -48,547 -4%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$132M +$3.85M +31,795 +3%
Wells Fargo
25
Wells Fargo
California
$111M +$9.05M +74,734 +9%

MTB Hedge Fund Activity: Q1 2015 in Review

525 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in M&T Bank (MTB) for Q1 2015, worth a combined $14.1B — up 1.5% from $13.9B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new MTB positions and 41 closed out — a net gain of 4 holders — while 202 added to existing stakes and 178 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $128M. The largest seller was Neuberger Berman Group, cutting an estimated $202M.

  • 525 institutional investors held M&T Bank (MTB) as of Q1 2015, down from 529 in Q4 2014.
  • Funds reported $14.1B of M&T Bank stock for Q1 2015, up 1.5% quarter-over-quarter.
  • 45 funds opened new M&T Bank positions in Q1 2015 and 41 closed out, a net change of +4 holders.
  • The largest M&T Bank buyer in Q1 2015 was Wellington Management Group, an estimated $128M added.
  • The largest M&T Bank seller in Q1 2015 was Neuberger Berman Group, an estimated $202M sold.

Based on aggregated 13F filings for Q1 2015.