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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 %
CIA
601
Compass Ion Advisors
Pennsylvania
$293K -$1.37K -10 -0.5%
NIM
602
NEOS Investment Management
Connecticut
$292K +$292K +2,130 New
PGAM
603
Princeton Global Asset Management
New Jersey
$291K – – –
Simplex Trading
604
Simplex Trading
Illinois
$291K +$291K +2,126 New
ISL
605
Ingalls & Snyder LLC
New York
$288K – – –
XT
606
XTX Topco
Cayman Islands
$288K +$288K +2,100 New
WS
607
Wedbush Securities
California
$287K -$8.23K -60 -3%
GM
608
GeoWealth Management
Illinois
$285K +$285K +2,080 New
DS
609
DRW Securities
Illinois
$284K +$284K +2,071 New
CAAM
610
Cornerstone Advisors Asset Management
Pennsylvania
$281K – – –
PWM
611
Prentice Wealth Management
New York
$280K – – –
FFA
612
Farther Finance Advisors
California
$279K +$229K +1,669 +452%
TAM
613
Trust Asset Management
Texas
$279K – – –
WTC
614
WhitTier Trust Company
Nevada
$279K -$11.8K -86 -4%
SRL
615
Scientech Research LLC
New Jersey
$275K +$275K +2,009 New
CT
616
Cambridge Trust
Massachusetts
$275K – – –
TIA
617
Traphagen Investment Advisors
New Jersey
$275K +$27.1K +198 +11%
VA
618
Valmark Advisers
Ohio
$273K -$74.7K -545 -21%
BFG
619
Beacon Financial Group
Texas
$272K -$1.78K -13 -0.7%
HFA
620
High Falls Advisors
New York
$271K +$2.33K +17 +0.9%
SAM
621
Smartleaf Asset Management
Massachusetts
$271K +$271K +1,958 New
SRC
622
Shufro Rose & Co
New York
$270K – – –
GC
623
Grimes & Company
Massachusetts
$267K -$960 -7 -0.4%
GT
624
Greenleaf Trust
Michigan
$265K -$96K -700 -27%
CC
625
Chicago Capital
Illinois
$264K – – –
23 24
25
26 27