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M&T Bank
MTB

Overview Fund Activity

885 hedge funds and large institutions have $20.4B invested in M&T Bank in 2024 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 288 increasing their positions, 342 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
885
Holders Change
+5
Holders Change %
+0.57%
% of All Funds
12.83%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
97
Increased
288
Reduced
342
Closed
84
Calls
$134M
Puts
$167M
Net Calls
-$32.9M
Net Calls Change
+$6.27M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$300M
2
First Trust Advisors
First Trust Advisors
Illinois
+$205M
3
Charles Schwab
Charles Schwab
California
+$173M
4
CF
Canoe Financial
Alberta, Canada
+$66.1M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$52.7M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$370M
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$158M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$133M
4
State Street
State Street
Massachusetts
-$106M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$66.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PI
551
PFG Investments
New York
$378K +$103K +708 +38%
CIAS
552
CFS Investment Advisory Services
New Jersey
$376K -$20K -138 -5%
RFA
553
Resurgent Financial Advisors
Georgia
$370K +$370K +2,541 New
CAM
554
Carret Asset Management
New York
$369K -$29.1K -200 -7%
RJT
555
Raymond James Trust
Florida
$367K -$185K -1,275 -34%
CCG
556
Catalina Capital Group
California
$364K +$364K +2,505 New
WIC
557
Woodmont Investment Counsel
Tennessee
$364K -$76.4K -525 -17%
AWM
558
Apollon Wealth Management
South Carolina
$361K +$16.7K +115 +5%
LFA
559
Legacy Financial Advisors
Kentucky
$360K -$3.78K -26 -1%
VSQM
560
V-Square Quantitative Management
Illinois
$360K +$99.2K +682 +38%
SP
561
Symmetry Partners
Connecticut
$360K – – –
WIP
562
WealthCare Investment Partners
Rhode Island
$360K – – –
HWM
563
Howard Wealth Management
Connecticut
$358K – – –
KWMG
564
King Wealth Management Group
Florida
$358K – – –
WTC
565
WhitTier Trust Company
Nevada
$357K +$61.5K +423 +21%
AA
566
ALPS Advisors
Colorado
$354K -$14.1K -97 -4%
APWM
567
Argonautica Private Wealth Management
Massachusetts
$353K – – –
MIH
568
Meitav Investment House
Israel
$353K +$3.05K +21 +0.9%
CIS
569
Connors Investor Services
Pennsylvania
$352K +$16.7K +115 +5%
UAML
570
US Asset Management LLC
Pennsylvania
$351K -$7.57K -52 -2%
BHWM
571
Bar Harbor Wealth Management
New Hampshire
$350K – – –
EAM
572
Empirical Asset Management
Massachusetts
$345K +$345K +2,373 New
CNBT
573
Canandaigua National Bank & Trust
New York
$345K -$35.3K -243 -9%
WS
574
Wedbush Securities
California
$344K +$39.3K +270 +13%
AC
575
Avestar Capital
New York
$343K +$104K +708 +43%
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