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M&T Bank

523 hedge funds and large institutions have $14.7B invested in M&T Bank in 2016 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 189 increasing their positions, 173 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more call options, than puts

Call options by funds: $43.6M | Put options by funds: $33.1M

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

23% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 44

8% more capital invested

Capital invested by funds: $13.6B → $14.7B (+$1.12B)

9% more repeat investments, than reductions

Existing positions increased: 189 | Existing positions reduced: 173

1% more funds holding

Funds holding: 520523 (+3)

2.07% less ownership

Funds ownership: 80.28%78.21% (-2.1%)

Holders
523
Holders Change
+3
Holders Change %
+0.58%
% of All Funds
13.95%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
54
Increased
189
Reduced
173
Closed
44
Calls
$43.6M
Puts
$33.1M
Net Calls
+$10.5M
Net Calls Change
+$8.78M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.58B +$40.6M +349,547 +3%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.35B +$64.3M +554,251 +5%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$1.02B +$16.8M +144,453 +2%
State Street
4
State Street
Massachusetts
$848M -$2.93M -25,205 -0.4%
JP Morgan Chase
5
JP Morgan Chase
New York
$772M -$2.2M -18,945 -0.3%
Berkshire Hathaway
6
Berkshire Hathaway
Nebraska
$636M
State Farm Mutual Automobile Insurance
7
State Farm Mutual Automobile Insurance
Illinois
$572M +$1.08M +9,281 +0.2%
BIT
8
BlackRock Institutional Trust
California
$468M -$9.52M -82,031 -2%
AAM
9
Aberdeen Asset Management
United Kingdom
$416M -$48.8M -420,734 -11%
Invesco
10
Invesco
Georgia
$322M +$103M +884,382 +48%
BFA
11
BlackRock Fund Advisors
California
$297M -$5.47M -47,160 -2%
Goldman Sachs
12
Goldman Sachs
New York
$266M -$161M -1,383,972 -38%
O
13
OppenheimerFunds
New York
$199M +$17.3M +149,378 +10%
Northern Trust
14
Northern Trust
Illinois
$190M -$1.98M -17,021 -1%
BG
15
BlackRock Group
United Kingdom
$188M +$3.26M +28,090 +2%
Principal Financial Group
16
Principal Financial Group
Iowa
$185M -$2.4M -20,702 -1%
IC
17
Institutional Capital
Illinois
$174M +$171M +1,469,698 New
Aristotle Capital Management
18
Aristotle Capital Management
California
$167M +$2.74M +23,623 +2%
M&T Bank
19
M&T Bank
New York
$165M -$595K -5,123 -0.4%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$152M -$1.17M -10,080 -0.8%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$148M -$9M -77,565 -6%
Neuberger Berman Group
22
Neuberger Berman Group
New York
$138M -$12.2M -105,388 -8%
American Century Companies
23
American Century Companies
Missouri
$135M -$193K -1,660 -0.1%
Wells Fargo
24
Wells Fargo
California
$133M +$10.1M +87,247 +8%
Artisan Partners
25
Artisan Partners
Wisconsin
$125M +$1.95M +16,824 +2%

MTB Hedge Fund Activity: Q2 2016 in Review

523 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in M&T Bank (MTB) for Q2 2016, worth a combined $14.7B — up 8.2% from $13.6B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new MTB positions and 44 closed out — a net gain of 10 holders — while 189 added to existing stakes and 173 trimmed.

The largest buyer was Institutional Capital, opening a new position worth an estimated $171M. The largest seller was Royal London Asset Management, cutting an estimated $464M.

  • 523 institutional investors held M&T Bank (MTB) as of Q2 2016, up from 520 in Q1 2016.
  • Funds reported $14.7B of M&T Bank stock for Q2 2016, up 8.2% quarter-over-quarter.
  • 54 funds opened new M&T Bank positions in Q2 2016 and 44 closed out, a net change of +10 holders.
  • The largest M&T Bank buyer in Q2 2016 was Institutional Capital, an estimated $171M added.
  • The largest M&T Bank seller in Q2 2016 was Royal London Asset Management, an estimated $464M sold.

Based on aggregated 13F filings for Q2 2016.