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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 %
VCS
451
Vaughan & Co Securities
New Jersey
$629K +$216K +1,579 +53%
DDC
452
DF Dent & Co
Maryland
$624K -$137 -1 -0%
RWM
453
RKL Wealth Management
Pennsylvania
$620K +$148K +1,081 +31%
VF
454
Virtu Financial
New York
$618K +$618K +4,510 New
Voloridge Investment Management
455
Voloridge Investment Management
Florida
$610K +$610K +4,453 New
TFS
456
Thoroughbred Financial Services
Tennessee
$609K +$1.51K +11 +0.2%
Wolverine Trading
457
Wolverine Trading
Illinois
$598K +$122K +892 +26%
IA
458
IFG Advisory
Georgia
$592K +$69.2K +505 +13%
GT
459
Glenview Trust
Kentucky
$591K -$194K -1,415 -25%
AAS
460
Avantax Advisory Services
Texas
$590K +$17.4K +127 +3%
FI
461
FJ Investments
Utah
$589K +$589K +4,300 New
FMN
462
Financial Management Network
California
$583K +$583K +4,215 New
PFA
463
Pure Financial Advisors
California
$581K +$581K +4,242 New
IPW
464
Impact Partnership Wealth
Georgia
$580K +$176K +1,286 +44%
HF
465
HRT Financial
New York
$579K +$579K +4,230 New
MIC
466
Means Investment Company
Maine
$574K +$148K +1,081 +35%
PFGIA
467
Patriot Financial Group Insurance Agency
Massachusetts
$572K -$21.5K -157 -4%
TMAM
468
Tokio Marine Asset Management
Japan
$570K +$23.3K +170 +4%
WANY
469
Wealthspire Advisors (New York)
New York
$569K +$4.39K +32 +0.8%
WBC
470
West Branch Capital
Massachusetts
$567K -$27.4K -200 -5%
SBIA
471
Sheaff Brock Investment Advisors
Indiana
$565K – – –
EWS
472
Evergreen Wealth Solutions
Pennsylvania
$565K -$307K -2,240 -35%
HTC
473
Haverford Trust Company
Pennsylvania
$561K – – –
EIP
474
Epoch Investment Partners
New York
$558K -$164K -1,196 -23%
BMM
475
Buffington Mohr McNeal
Idaho
$555K – – –
17 18
19
20 21