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M&T Bank

704 hedge funds and large institutions have $17.2B invested in M&T Bank in 2021 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 231 increasing their positions, 218 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 60

57% more funds holding in top 10

Funds holding in top 10: 711 (+4)

9% more funds holding

Funds holding: 645704 (+59)

1.66% more ownership

Funds ownership: 86.2%87.85% (+1.7%)

6% more repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 218

4% more capital invested

Capital invested by funds: $16.5B → $17.2B (+$636M)

3% more call options, than puts

Call options by funds: $82.1M | Put options by funds: $79.9M

Holders
704
Holders Change
+59
Holders Change %
+9.15%
% of All Funds
10.83%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.17%
New
128
Increased
231
Reduced
218
Closed
60
Calls
$82.1M
Puts
$79.9M
Net Calls
+$2.25M
Net Calls Change
-$4.49M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.19B +$7.37M +48,000 +0.3%
BlackRock
2
BlackRock
New York
$1.59B +$68.5M +446,205 +4%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.38B -$17.6M -114,853 -1%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$1.2B +$94.5M +615,210 +9%
State Street
5
State Street
Massachusetts
$1.15B +$3.57M +23,271 +0.3%
JP Morgan Chase
6
JP Morgan Chase
New York
$747M +$17.3M +112,683 +2%
State Farm Mutual Automobile Insurance
7
State Farm Mutual Automobile Insurance
Illinois
$649M
Invesco
8
Invesco
Georgia
$525M -$130M -845,943 -20%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$357M +$10.3M +66,973 +3%
Charles Schwab
10
Charles Schwab
California
$304M +$12.2M +79,662 +4%
Northern Trust
11
Northern Trust
Illinois
$223M -$2.96M -19,257 -1%
Wells Fargo
12
Wells Fargo
California
$216M +$3.08M +20,075 +1%
Citadel Advisors
13
Citadel Advisors
Florida
$210M -$46.3M -301,708 -18%
American Century Companies
14
American Century Companies
Missouri
$204M +$8.2M +53,388 +4%
Bank of America
15
Bank of America
North Carolina
$175M +$28.8M +187,367 +20%
EVM
16
Eaton Vance Management
Massachusetts
$171M +$45.7M +297,920 +37%
Goldman Sachs
17
Goldman Sachs
New York
$165M -$17.1M -111,324 -9%
Norges Bank
18
Norges Bank
Norway
$155M -$11M -71,427 -7%
M&T Bank
19
M&T Bank
New York
$154M -$6.04M -39,333 -4%
LCOV
20
London Company of Virginia
Virginia
$153M -$6.2M -40,378 -4%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$152M +$2.36M +15,357 +2%
Adage Capital Partners
22
Adage Capital Partners
Massachusetts
$151M +$9.13M +59,487 +6%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$149M -$4.48M -29,151 -3%
Legal & General Group
24
Legal & General Group
United Kingdom
$146M -$8.56M -55,751 -6%
Barrow, Hanley, Mewhinney & Strauss
25
Barrow, Hanley, Mewhinney & Strauss
Texas
$118M +$118M +768,094 New

MTB Hedge Fund Activity: Q4 2021 in Review

704 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in M&T Bank (MTB) for Q4 2021, worth a combined $17.2B — up 3.8% from $16.5B a quarter earlier.

Buyers outnumbered sellers: 128 funds opened new MTB positions and 60 closed out — a net gain of 68 holders — while 231 added to existing stakes and 218 trimmed.

The largest buyer was Barrow, Hanley, Mewhinney & Strauss, opening a new position worth an estimated $118M. The largest seller was Invesco, cutting an estimated $130M.

  • 704 institutional investors held M&T Bank (MTB) as of Q4 2021, up from 645 in Q3 2021.
  • Funds reported $17.2B of M&T Bank stock for Q4 2021, up 3.8% quarter-over-quarter.
  • 128 funds opened new M&T Bank positions in Q4 2021 and 60 closed out, a net change of +68 holders.
  • The largest M&T Bank buyer in Q4 2021 was Barrow, Hanley, Mewhinney & Strauss, an estimated $118M added.
  • The largest M&T Bank seller in Q4 2021 was Invesco, an estimated $130M sold.

Based on aggregated 13F filings for Q4 2021.