MTB icon

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 %
PA
476
Profund Advisors
Maryland
$552K +$143K +1,044 +35%
WP
477
Waycross Partners
Kentucky
$548K -$75.4K -550 -12%
EC
478
Elequin Capital
New York
$547K +$547K +3,993 New
SPIS
479
Steward Partners Investment Solutions
Oregon
$547K +$547K +3,992 New
AFM
480
Armstrong Fleming & Moore
District of Columbia
$546K – – –
BWIA
481
Bryant Woods Investment Advisors
New York
$546K -$273K -1,993 -33%
UCFA
482
United Capital Financial Advisors
Texas
$545K -$991K -7,231 -65%
CCIA
483
Campbell & Co Investment Adviser
Maryland
$541K +$541K +3,945 New
Envestnet Portfolio Solutions
484
Envestnet Portfolio Solutions
Illinois
$539K -$127K -928 -19%
Lido Advisors
485
Lido Advisors
California
$537K +$246K +1,794 +84%
ECM
486
Estabrook Capital Management
New York
$536K +$20.6K +150 +4%
SPIA
487
Steward Partners Investment Advisory
New York
$534K +$47.4K +346 +10%
HWAM
488
Hennion & Walsh Asset Management
New Jersey
$534K -$585K -4,266 -52%
IMCOOI
489
Investment Management Corp of Ontario (IMCO)
Canada
$531K +$531K +3,876 New
XF
490
XML Financial
Maryland
$530K +$88.2K +643 +20%
PA
491
Parallel Advisors
California
$529K -$39.9K -291 -7%
WT
492
Whittier Trust
California
$521K -$388K -2,831 -43%
AIMCA
493
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$521K – – –
RJT
494
Raymond James Trust
Florida
$521K -$71K -518 -12%
OBWG
495
Onyx Bridge Wealth Group
New York
$517K – – –
TW
496
TritonPoint Wealth
Maryland
$513K +$513K +3,746 New
SFP
497
Shepherd Financial Partners
Massachusetts
$505K +$2.74K +20 +0.5%
SOW
498
State of Wyoming
Wyoming
$503K +$145K +1,055 +40%
HCM
499
Hall Capital Management
Rhode Island
$498K – – –
BCM
500
Bayesian Capital Management
New York
$496K +$496K +3,620 New
18 19
20
21 22