Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

M & T BK CORP (MTB)

1K + Investors. Track Smart Money conviction in MTB. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +49
Streak
2Q ▲
Buyers last Q
51%

Smart Money Signals — MTB

Based on 1028 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added MTB than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
1,028 hedge funds hold MTB right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +7% more funds vs a year ago

fund count last 6Q
+71 new funds entered over the past year (+7% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 51% buying

491 buying471 selling
Last quarter: 491 funds bought or added vs 471 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+43 vs last Q)

new funds entering per quarter
Funds opening a new MTB position: 103 → 94 → 104 → 147. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

67% of holders stayed for 2+ years

67% conviction (2yr+) 18% medium 15% new
689 out of 1,028 hedge funds have held MTB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

152 → 103 → 94 → 104 → 147 new funds/Q
New funds entering each quarter: 103 → 94 → 104 → 147. A growing number of institutions are discovering MTB each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 69% of holders stayed 2+ years

69% veterans 12% 1-2yr 19% new
Of 1,058 current holders: 731 (69%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 66% AUM from top-100 funds

66% from top-100 AUM funds
42 of 1028 holders are among the 100 largest funds by AUM, controlling 66% of total institutional value in MTB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: MTB

How many hedge funds hold MTB — quarterly history vs. share price
Quarterly hedge fund ownership of MTB vs. share price

Market Analysis: MTB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MTB

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

116 top-rated funds 3 high-conviction
Consensus
9.0
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: MTB
2026 Q1 Stats Unlock in 22 days 1K + Investors

Track Smart Money conviction in MTB. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 1058 1011 4.65%
13F Shares 134M 133M 1.11%
Total Value $26.96B $26.18B 3.0%
New Positions 149 105 +44
Increased Positions 385 435 -50
Closed Positions 103 79 +24
Reduced Positions 410 347 +63
Total Calls 16 19 -15.79%
Total Puts 18 22 -18.18%
PUT/CALL Ratio 1.12 1.16 Neutral

Statistics: MTB

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Financial Highlights

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Institutional Holders (2026 Q1)

1K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in MTB. Verified SEC 13F-HR filings.

Top 25 institutional holders of MTB — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Lesa Sroufe & Co 3.64% 25,874 $5K
2 O'Keefe Stevens Advisory, Inc. 2.44% 47,764 $9.9M
3 Polaris Capital Management, LLC 2.07% 122,594 $25.3M
4 McCollum Christoferson Group LLC 2.05% 33,009 $6.8M
5 Lakewood Asset Management LLC 1.63% 12,334 $2.5M
6 LAWOOD & CO 1.61% 8,419 $1.7M
7 MATRIX ASSET ADVISORS INC/NY 1.49% 78,775 $16.3M
8 DELPHI MANAGEMENT INC /MA/ 1.47% 5,945 $1K
9 Granite Group Advisors, LLC 1.39% 10,845 $2.3M
10 Canoe Financial LP 1.39% 493,304 $102.0M
11 MILLER HOWARD INVESTMENTS INC /NY 1.20% 213,021 $44.0M
12 HUDSON EDGE INVESTMENT PARTNERS INC. 1.18% 39,199 $8.1M
13 Sky Investment Group LLC 1.07% 30,234 $6.3M
14 Sound Income Strategies, LLC 1.00% 99,456 $20.8M
15 ADAMS DIVERSIFIED EQUITY FUND, INC. 0.87% 119,900 $24.8M
16 Bright Futures Wealth Management, LLC. 0.75% 5,334 $1.1M
17 FIRST UNITED BANK & TRUST 0.57% 8,524 $1.8M
18 FOUNDERS CAPITAL MANAGEMENT, LLC 0.53% 15,475 $3.2M
19 DOPKINS WEALTH MANAGEMENT, LLC 0.50% 6,071 $1.3M
20 Emergent Wealth Advisors, LLC 0.47% 3,866 $799K
21 Sage Investment Counsel LLC 0.42% 1,838 $380K
22 Abacus Planning Group, Inc. 0.42% 15,104 $3.1M
23 Whitaker-Myers Wealth Managers, LTD. 0.41% 9,955 $2.1M
24 Bluesphere Advisors LLC 0.41% 5,557 $1.1M
25 Farrell Financial LLC 0.40% 3,224 $666K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — M & T BK CORP (MTB)

What does the Smart Money Trend signal show for MTB?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added MTB than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for MTB?

Slight buying edge — 51% buying: Last quarter: 491 funds bought or added vs 471 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for MTB holders?

Elite ownership — 66% AUM from top-100 funds: 42 of 1028 holders are among the 100 largest funds by AUM, controlling 66% of total institutional value in MTB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held MTB?

67% of holders stayed for 2+ years: 689 out of 1,028 hedge funds have held MTB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.