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M&T Bank

577 hedge funds and large institutions have $20B invested in M&T Bank in 2016 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 160 increasing their positions, 230 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more funds holding in top 10

Funds holding in top 10: 311 (+8)

173% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 33

42% more capital invested

Capital invested by funds: $14.1B → $20B (+$5.92B)

20% more call options, than puts

Call options by funds: $83M | Put options by funds: $69.1M

10% more funds holding

Funds holding: 525577 (+52)

4.74% more ownership

Funds ownership: 77.63%82.37% (+4.7%)

30% less repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 230

Holders
577
Holders Change
+52
Holders Change %
+9.9%
% of All Funds
14.43%
Holding in Top 10
11
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+266.67%
% of All Funds
0.28%
New
90
Increased
160
Reduced
230
Closed
33
Calls
$83M
Puts
$69.1M
Net Calls
+$13.9M
Net Calls Change
-$1.46M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.17B +$41.4M +306,055 +2%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.6B +$233M +1,723,026 +20%
State Street
3
State Street
Massachusetts
$1.28B +$87.7M +648,171 +9%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$1.07B -$290M -2,142,266 -24%
JP Morgan Chase
5
JP Morgan Chase
New York
$869M -$117M -865,449 -13%
Berkshire Hathaway
6
Berkshire Hathaway
Nebraska
$842M
State Farm Mutual Automobile Insurance
7
State Farm Mutual Automobile Insurance
Illinois
$758M
Capital Research Global Investors
8
Capital Research Global Investors
California
$709M +$599M +4,429,241 +4,420%
BIT
9
BlackRock Institutional Trust
California
$629M +$4.42M +32,648 +0.8%
Invesco
10
Invesco
Georgia
$526M -$545K -4,027 -0.1%
BFA
11
BlackRock Fund Advisors
California
$456M +$42.1M +310,849 +12%
Aristotle Capital Management
12
Aristotle Capital Management
California
$434M +$186M +1,375,435 +99%
AAM
13
Aberdeen Asset Management
United Kingdom
$408M -$112M -829,291 -24%
Capital World Investors
14
Capital World Investors
California
$401M +$347M +2,565,214 New
BG
15
BlackRock Group
United Kingdom
$250M -$4.75M -35,102 -2%
Northern Trust
16
Northern Trust
Illinois
$247M -$176K -1,300 -0.1%
Principal Financial Group
17
Principal Financial Group
Iowa
$242M -$4.74M -35,040 -2%
American Century Companies
18
American Century Companies
Missouri
$230M +$40.6M +300,280 +26%
AIM
19
abrdn Investment Management
United Kingdom
$226M +$135M +995,657 +222%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$218M +$7.33M +54,189 +4%
Wells Fargo
21
Wells Fargo
California
$210M +$16.2M +119,423 +10%
VAM
22
Vontobel Asset Management
New York
$201M -$16.4M -121,336 -9%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$197M +$253K +1,869 +0.1%
M&T Bank
24
M&T Bank
New York
$188M -$25.1M -185,760 -13%
IC
25
Institutional Capital
Illinois
$172M -$112M -827,977 -43%

MTB Hedge Fund Activity: Q4 2016 in Review

577 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in M&T Bank (MTB) for Q4 2016, worth a combined $20B — up 42% from $14.1B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new MTB positions and 33 closed out — a net gain of 57 holders — while 160 added to existing stakes and 230 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $599M. The largest seller was Wellington Management Group, cutting an estimated $290M.

  • 577 institutional investors held M&T Bank (MTB) as of Q4 2016, up from 525 in Q3 2016.
  • Funds reported $20B of M&T Bank stock for Q4 2016, up 42% quarter-over-quarter.
  • 90 funds opened new M&T Bank positions in Q4 2016 and 33 closed out, a net change of +57 holders.
  • The largest M&T Bank buyer in Q4 2016 was Capital Research Global Investors, an estimated $599M added.
  • The largest M&T Bank seller in Q4 2016 was Wellington Management Group, an estimated $290M sold.

Based on aggregated 13F filings for Q4 2016.