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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 %
LWM
501
Lodestone Wealth Management
Washington
$495K +$495K +3,612 New
MA
502
MONECO Advisors
Connecticut
$495K +$69.5K +507 +16%
FB
503
Fulton Bank
Pennsylvania
$485K -$37.7K -275 -7%
KWA
504
Kingswood Wealth Advisors
California
$479K +$479K +3,491 New
WPC
505
Wedmont Private Capital
Pennsylvania
$477K +$200K +1,447 +72%
JC
506
JB Capital
Connecticut
$471K +$56.8K +414 +14%
VI
507
Vestcor Inc
New Brunswick, Canada
$470K -$3.57K -26 -0.8%
MA
508
Montag & Associates
Georgia
$461K +$51.3K +374 +13%
ONB
509
Old National Bancorp
Indiana
$459K -$79.6K -581 -15%
SCA
510
Snowden Capital Advisors
New York
$459K +$960 +7 +0.2%
KA
511
Kintegral Advisory
New York
$459K -$2.88K -21 -0.6%
CCM
512
Coldstream Capital Management
Washington
$453K -$70.6K -515 -13%
CMS
513
Capital Market Strategies
Florida
$452K – – –
DC
514
Davenport & Co
Virginia
$449K +$19.1K +139 +4%
BPA
515
Beacon Pointe Advisors
California
$446K -$18.2K -133 -4%
II
516
Inspire Investing
Idaho
$446K +$47.6K +347 +12%
BSW
517
Buckingham Strategic Wealth
Missouri
$442K -$8.22K -60 -2%
RWA
518
River Wealth Advisors
Pennsylvania
$441K -$50.6K -369 -10%
Vontobel Holding
519
Vontobel Holding
Switzerland
$440K – – –
ECM
520
Evergreen Capital Management
Washington
$438K -$61.4K -448 -12%
AIM
521
Aigen Investment Management
New York
$436K +$436K +3,181 New
WWM
522
Western Wealth Management
Colorado
$432K – – –
BAMF
523
BI Asset Management Fondsmaeglerselskab
Denmark
$431K -$15.5M -112,670 -97%
QWM
524
Quadcap Wealth Management
Texas
$430K +$430K +3,136 New
PMAM
525
Penn Mutual Asset Management
Pennsylvania
$428K +$209K +1,525 +95%
19 20
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