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M&T Bank

893 hedge funds and large institutions have $20.4B invested in M&T Bank in 2024 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 291 increasing their positions, 345 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 84

3% more capital invested

Capital invested by funds: $19.8B → $20.4B (+$605M)

1% more funds holding

Funds holding: 887893 (+6)

2.78% less ownership

Funds ownership: 87.08%84.3% (-2.8%)

16% less repeat investments, than reductions

Existing positions increased: 291 | Existing positions reduced: 345

20% less call options, than puts

Call options by funds: $134M | Put options by funds: $167M

50% less funds holding in top 10

Funds holding in top 10: 84 (-4)

Holders
893
Holders Change
+6
Holders Change %
+0.68%
% of All Funds
12.86%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
99
Increased
291
Reduced
345
Closed
84
Calls
$134M
Puts
$167M
Net Calls
-$32.9M
Net Calls Change
+$6.27M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.8B -$20.9M -150,615 -0.8%
BlackRock
2
BlackRock
New York
$1.88B -$27.3M -197,121 -2%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$1.81B -$127M -916,239 -7%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.38B +$286M +2,064,046 +28%
State Street
5
State Street
Massachusetts
$1.22B -$101M -725,545 -8%
JP Morgan Chase
6
JP Morgan Chase
New York
$972M -$43.4M -313,343 -4%
Charles Schwab
7
Charles Schwab
California
$695M +$165M +1,191,494 +33%
Invesco
8
Invesco
Georgia
$644M -$58.3M -420,528 -9%
State Farm Mutual Automobile Insurance
9
State Farm Mutual Automobile Insurance
Illinois
$600M
Geode Capital Management
10
Geode Capital Management
Massachusetts
$597M +$43.2M +312,113 +8%
Morgan Stanley
11
Morgan Stanley
New York
$581M -$352M -2,541,808 -39%
First Trust Advisors
12
First Trust Advisors
Illinois
$278M +$196M +1,411,307 +284%
Massachusetts Financial Services
13
Massachusetts Financial Services
Massachusetts
$247M -$4.16M -30,041 -2%
M&T Bank
14
M&T Bank
New York
$247M -$807K -5,828 -0.3%
Norges Bank
15
Norges Bank
Norway
$242M -$4.48M -32,318 -2%
Northern Trust
16
Northern Trust
Illinois
$225M -$11.1M -80,334 -5%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$221M +$9.45M +68,205 +5%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$214M -$4.48M -32,364 -2%
Barrow, Hanley, Mewhinney & Strauss
19
Barrow, Hanley, Mewhinney & Strauss
Texas
$197M -$151M -1,087,699 -45%
Goldman Sachs
20
Goldman Sachs
New York
$190M +$816K +5,888 +0.5%
LCOV
21
London Company of Virginia
Virginia
$168M +$2.06M +14,898 +1%
LSV Asset Management
22
LSV Asset Management
Illinois
$151M -$8.84M -63,830 -6%
Bank of America
23
Bank of America
North Carolina
$151M +$23.1M +166,623 +19%
N
24
Nuveen
North Carolina
$146M +$6.54M +47,237 +5%
Legal & General Group
25
Legal & General Group
United Kingdom
$143M -$3.11M -22,468 -2%

MTB Hedge Fund Activity: Q1 2024 in Review

893 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in M&T Bank (MTB) for Q1 2024, worth a combined $20.4B — up 3.1% from $19.8B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new MTB positions and 84 closed out — a net gain of 15 holders — while 291 added to existing stakes and 345 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $286M. The largest seller was Morgan Stanley, cutting an estimated $352M.

  • 893 institutional investors held M&T Bank (MTB) as of Q1 2024, up from 887 in Q4 2023.
  • Funds reported $20.4B of M&T Bank stock for Q1 2024, up 3.1% quarter-over-quarter.
  • 99 funds opened new M&T Bank positions in Q1 2024 and 84 closed out, a net change of +15 holders.
  • The largest M&T Bank buyer in Q1 2024 was Fidelity Investments, an estimated $286M added.
  • The largest M&T Bank seller in Q1 2024 was Morgan Stanley, an estimated $352M sold.

Based on aggregated 13F filings for Q1 2024.