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M&T Bank
MTB

Overview Fund Activity

880 hedge funds and large institutions have $19.8B invested in M&T Bank in 2023 Q4 according to their latest regulatory filings, with 154 funds opening new positions, 268 increasing their positions, 326 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
880
Holders Change
+81
Holders Change %
+10.14%
% of All Funds
12.9%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
154
Increased
268
Reduced
326
Closed
63
Calls
$122M
Puts
$161M
Net Calls
-$39.2M
Net Calls Change
+$421M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$461M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$127M
3
State Street
State Street
Massachusetts
+$106M
4
MMH
Menora Mivtachim Holdings
Israel
+$76.6M
5
SCM
Smead Capital Management
Arizona
+$59.4M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$119M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$119M
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$46.9M
4
Barclays
Barclays
United Kingdom
-$43M
5
AssetMark Inc
AssetMark Inc
California
-$41.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
TI
426
Trexquant Investment
Connecticut
$737K +$737K +5,373 New
EF
427
Empirical Finance
Pennsylvania
$731K +$6.72K +49 +0.9%
VIM
428
Vinva Investment Management
Australia
$731K +$213K +1,539 +41%
PGWM
429
Parisi Gray Wealth Management
New Jersey
$730K – – –
EMFAT
430
Emerald Mutual Fund Advisers Trust
Pennsylvania
$724K – – –
NMIMC
431
Northwestern Mutual Investment Management Company
Wisconsin
$720K +$2.33K +17 +0.3%
CCA
432
Cora Capital Advisors
New Jersey
$703K – – –
SCA
433
STALEY CAPITAL ADVISERS
Pennsylvania
$701K -$274 -2 -0%
OTL
434
Oak Thistle LLC
New York
$692K +$692K +5,049 New
SCP
435
Steamboat Capital Partners
New York
$685K -$113K -823 -14%
AIM
436
Aquila Investment Management
New York
$685K – – –
TFA
437
Transamerica Financial Advisors
Florida
$683K -$447K -3,257 -40%
DWM
438
Dopkins Wealth Management
New York
$676K +$1.51K +11 +0.2%
GIM
439
Greylin Investment Management
Virginia
$672K – – –
GCM
440
Greenland Capital Management
New York
$668K +$668K +4,873 New
BRWA
441
B. Riley Wealth Advisors
Florida
$668K -$125K -915 -16%
WAM
442
WNY Asset Management
New York
$659K +$3.02K +22 +0.5%
SC
443
SouthState Corp
Florida
$646K +$112K +816 +21%
Credit Agricole
444
Credit Agricole
France
$644K +$430K +3,136 +201%
Carson Wealth (CWM LLC)
445
Carson Wealth (CWM LLC)
Nebraska
$643K -$50.9K -371 -7%
AWM
446
Aviso Wealth Management
Washington
$642K +$642K +4,680 New
SWP
447
Stratos Wealth Partners
Ohio
$639K -$189K -1,379 -23%
BCM
448
Brookstone Capital Management
Illinois
$637K +$3.29K +24 +0.5%
PA
449
Procyon Advisors
Connecticut
$635K -$86.9K -634 -12%
MPWT
450
MassMutual Private Wealth & Trust
Connecticut
$634K -$22.5K -164 -3%
16 17
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