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M&T Bank
MTB

Overview Fund Activity

591 hedge funds and large institutions have $11.2B invested in M&T Bank in 2020 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 196 increasing their positions, 215 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
591
Holders Change
+1
Holders Change %
+0.17%
% of All Funds
12.15%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
76
Increased
196
Reduced
215
Closed
70
Calls
$32.7M
Puts
$40.9M
Net Calls
-$8.16M
Net Calls Change
-$12.5M

Top Buyers

1
Charles Schwab
Charles Schwab
California
$159M
2
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$139M
3
Invesco
Invesco
Georgia
$449M
4
Holocene Advisors
Holocene Advisors
New York
$31.7M
5
PFM
Premier Fund Managers
United Kingdom
$22.9M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$566M
2
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$472M
3
American Century Companies
American Century Companies
Missouri
$59.5M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$54.4M
5
UH
Unigestion Holding
Switzerland
$2M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFO
526
Tarbox Family Office
California
$14K +$10.1K +100 +263%
RFA
527
Reilly Financial Advisors
California
$13K – – –
SIM
528
Sonora Investment Management
Arizona
$13K – – –
BAM
529
Barrett Asset Management
New York
$13K +$13K +125 New
SGAM
530
Smith Group Asset Management
Texas
$12K – – –
IA
531
IFP Advisors
Florida
$12K +$7.27K +80 +154%
CFA
532
Carroll Financial Associates
North Carolina
$11K – – –
DOA
533
D'Orazio & Associates
Virginia
$11K – – –
EWA
534
Evolution Wealth Advisors
Florida
$11K +$8.36K +79 +316%
QCG
535
Quadrant Capital Group
Ohio
$10K -$88.9K -853 -90%
BCA
536
Berman Capital Advisors
Georgia
$10K -$17.6K -183 -64%
EW
537
Evoke Wealth
California
$10K -$1.4K -13 -12%
SIAS
538
Shine Investment Advisory Services
Colorado
$10K – – –
OAJ
539
Ogorek Anthony Joseph
New York
$10K – – –
EWM
540
Endurance Wealth Management
Rhode Island
$9K – – –
PA
541
Procyon Advisors
Connecticut
$9K +$890 +9 +11%
VFA
542
Valeo Financial Advisors
Indiana
$9K +$7.4K +74 +463%
JGIA
543
Jackson Grant Investment Advisers
Connecticut
$8K – – –
SLF
544
Sun Life Financial
Ontario, Canada
$8K – – –
WB
545
Webster Bank
Connecticut
$8K – – –
EARNEST Partners
546
EARNEST Partners
Georgia
$8K – – –
FMII
547
Farmers & Merchants Investments Inc
Nebraska
$7K +$522 +5 +8%
CWC
548
Carolinas Wealth Consulting
North Carolina
$6K +$6K +54 New
CB
549
CNB Bank
Pennsylvania
$6K +$6K +55 New
AIM
550
Anchor Investment Management
South Carolina
$5.2K -$5.2K -50 -50%
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