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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 %
PL
576
Plancorp LLC
Missouri
$342K +$3.05K +21 +0.9%
SG
577
StoneX Group
New York
$341K +$66.2K +455 +24%
AA
578
Addison Advisors
Vermont
$340K +$61.1K +420 +22%
LAM
579
Lewis Asset Management
California
$340K -$87.3K -600 -20%
SAM
580
Smartleaf Asset Management
Massachusetts
$333K +$49.7K +343 +18%
KPWS
581
Kestra Private Wealth Services
Texas
$331K -$1.14M -7,819 -77%
GC
582
Grimes & Company
Massachusetts
$331K +$47.7K +328 +17%
FC
583
Forte Capital
New York
$328K -$43.1K -296 -12%
FCI
584
Financial Counselors Inc
Kansas
$327K +$3.93K +27 +1%
LJAC
585
L.J. Altfest & Co
New York
$327K -$15.9K -109 -5%
FWM
586
Focused Wealth Management
New York
$327K -$4.8K -33 -1%
BC
587
Burney Company
Virginia
$326K – – –
MCM
588
Magnolia Capital Management
New York
$324K – – –
WF
589
Welch & Forbes
Massachusetts
$323K -$2.62K -18 -0.8%
CB
590
Community Bank
New York
$322K – – –
EF
591
Empowered Funds
Pennsylvania
$321K +$67.6K +465 +27%
EM
592
Excalibur Management
Massachusetts
$319K – – –
CCA
593
Cobblestone Capital Advisors
New York
$317K – – –
SCP
594
Sandhill Capital Partners
New York
$315K -$11.3K -78 -3%
BL
595
Balentine LLC
Georgia
$312K -$8.44K -58 -3%
GAM
596
Gotham Asset Management
New York
$311K -$4.8K -33 -2%
NS
597
NBC Securities
Alabama
$311K -$44.2K -294 -12%
ISWM
598
Independent Solutions Wealth Management
New York
$311K -$16K -110 -5%
JWCA
599
J.W. Coons Advisors
Ohio
$311K -$34.9K -240 -10%
PGAM
600
Princeton Global Asset Management
New Jersey
$309K – – –
22 23
24
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