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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 %
PFP
526
Pinnacle Financial Partners
Tennessee
$426K -$461K -3,364 -52%
CAG
527
Crestwood Advisors Group
Massachusetts
$426K +$411 +3 +0.1%
DWM
528
Dakota Wealth Management
Florida
$425K +$425K +3,101 New
HI
529
Horizon Investments
North Carolina
$421K +$101K +740 +32%
GVAG
530
Great Valley Advisor Group
Delaware
$420K +$961 +7 +0.2%
WIC
531
Woodmont Investment Counsel
Tennessee
$415K -$30.8K -225 -7%
KeyBank National Association
532
KeyBank National Association
Ohio
$414K -$200K -1,456 -33%
CCM
533
Cutler Capital Management
Massachusetts
$412K +$3.7K +27 +0.9%
LSAG
534
Lake Street Advisors Group
New Hampshire
$410K +$410K +2,991 New
MOS
535
MGO One Seven
Ohio
$407K +$23.9K +174 +6%
SSWM
536
Strait & Sound Wealth Management
California
$405K -$5.24K -40 -1%
LAM
537
Lewis Asset Management
California
$403K +$403K +2,939 New
SC
538
Sapient Capital
Indiana
$400K +$400K +2,920 New
CPA
539
Court Place Advisors
Maryland
$400K +$160K +1,170 +67%
CIC
540
Carnegie Investment Counsel
Ohio
$398K -$29.3K -214 -7%
MC
541
Machina Capital
France
$397K +$397K +2,896 New
FT
542
Fiduciary Trust
Massachusetts
$395K -$13.7K -100 -3%
FTDI
543
First Trust Direct Indexing
Massachusetts
$394K -$20.2K -147 -5%
LI
544
LVZ Inc
Michigan
$392K +$33.2K +242 +9%
DEA
545
DoubleLine ETF Adviser
Florida
$386K +$35.6K +260 +10%
FFM
546
Forum Financial Management
Illinois
$385K – – –
WSTAM
547
Wilbanks Smith & Thomas Asset Management
Virginia
$383K -$14.5K -106 -4%
MFA
548
Mayflower Financial Advisors
Massachusetts
$382K +$2.61K +19 +0.7%
LMKC
549
L.M. Kohn & Company
Ohio
$379K -$18.6K -136 -5%
BBHC
550
Brown Brothers Harriman & Co
New York
$376K -$31.5K -230 -8%
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