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M&T Bank

824 hedge funds and large institutions have $17.2B invested in M&T Bank in 2023 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 277 increasing their positions, 326 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
824
Holders Change
+3
Holders Change %
+0.37%
% of All Funds
12.99%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
87
Increased
277
Reduced
326
Closed
81
Calls
$185M
Puts
$648M
Net Calls
-$463M
Net Calls Change
-$421M
Name Holding Trade Value Shares
Change
Shares
Change %
PFO
501
Pathstone Family Office
New Jersey
$395K -$76K -614 -16%
II
502
Inspire Investing
Idaho
$393K +$619 +5 +0.2%
PA
503
Profund Advisors
Maryland
$391K -$50.6K -409 -11%
BSW
504
Buckingham Strategic Wealth
Missouri
$390K +$3.96K +32 +1%
MIC
505
Means Investment Company
Maine
$387K +$1.11K +9 +0.3%
O
506
Ossiam
France
$384K +$32.9K +266 +9%
GVAG
507
Great Valley Advisor Group
Delaware
$383K -$3.09K -25 -0.8%
CFAM
508
Center For Asset Management
Florida
$382K +$382K +3,084 New
SC
509
SouthState Corp
Florida
$378K +$315K +2,549 +504%
OIA
510
OneDigital Investment Advisors
Kansas
$378K -$369K -2,980 -49%
CIC
511
Carnegie Investment Counsel
Ohio
$376K +$2.72K +22 +0.7%
CAG
512
Crestwood Advisors Group
Massachusetts
$376K -$27.2K -220 -7%
VCS
513
Vaughan & Co Securities
New Jersey
$372K
MA
514
Montag & Associates
Georgia
$370K +$370K +2,990 New
FTDI
515
First Trust Direct Indexing
Massachusetts
$366K +$80.9K +654 +28%
CCM
516
Cutler Capital Management
Massachusetts
$365K +$16.2K +131 +5%
MA
517
MONECO Advisors
Connecticut
$363K +$9.03K +73 +3%
Vontobel Holding
518
Vontobel Holding
Switzerland
$361K -$23.6K -191 -6%
LMKC
519
L.M. Kohn & Company
Ohio
$360K -$16K -129 -4%
FIM
520
Freedom Investment Management
Connecticut
$355K -$69.6K -562 -16%
CIAS
521
CFS Investment Advisory Services
New Jersey
$355K +$7.8K +63 +2%
BFG
522
Bleakley Financial Group
New Jersey
$354K +$74.4K +601 +27%
SS
523
Simplicity Solutions
Minnesota
$354K +$73.9K +597 +26%
SWS
524
SYSTM Wealth Solutions
Illinois
$353K -$292K -2,356 -45%
MOS
525
MGO One Seven
Ohio
$348K -$31.6K -255 -8%