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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 %
CAM
551
Carret Asset Management
New York
$375K – – –
LWAM
552
Legacy Wealth Asset Management
Minnesota
$375K +$3.98K +29 +1%
CIAS
553
CFS Investment Advisory Services
New Jersey
$374K -$59K -430 -14%
BIAS
554
Beacon Investment Advisory Services
New Jersey
$373K +$99.1K +723 +36%
PWP
555
Principle Wealth Partners
Connecticut
$365K -$11.9K -87 -3%
CWM
556
Congress Wealth Management
Massachusetts
$364K +$364K +2,657 New
SS
557
Simplicity Solutions
Minnesota
$361K +$960 +7 +0.3%
BFG
558
Bleakley Financial Group
New Jersey
$361K +$960 +7 +0.3%
CBC
559
Coombe, Bender & Co
New York
$360K – – –
CNBT
560
Canandaigua National Bank & Trust
New York
$358K -$26K -190 -7%
FC
561
Forte Capital
New York
$350K -$16.2K -118 -4%
FHA
562
First Horizon Advisors
Tennessee
$349K +$11K +80 +3%
AA
563
ALPS Advisors
Colorado
$347K -$19.9K -145 -5%
SP
564
Symmetry Partners
Connecticut
$343K – – –
LFA
565
Legacy Financial Advisors
Kentucky
$343K +$9.6K +70 +3%
WIP
566
WealthCare Investment Partners
Rhode Island
$342K +$3.18K +23 +0.9%
WA
567
WealthTrust Axiom
Pennsylvania
$339K +$339K +2,475 New
UAML
568
US Asset Management LLC
Pennsylvania
$338K +$338K +2,464 New
HWM
569
Howard Wealth Management
Connecticut
$338K – – –
KWMG
570
King Wealth Management Group
Florida
$337K – – –
MIH
571
Meitav Investment House
Israel
$333K +$21K +152 +7%
APWM
572
Argonautica Private Wealth Management
Massachusetts
$333K – – –
BHWM
573
Bar Harbor Wealth Management
New Hampshire
$330K – – –
JWCA
574
J.W. Coons Advisors
Ohio
$326K -$14.4K -105 -4%
AWM
575
Apollon Wealth Management
South Carolina
$324K +$103K +750 +46%
21 22
23
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