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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 %
AA
626
Addison Advisors
Vermont
$263K – – –
AIP
627
Ameritas Investment Partners
Nebraska
$263K – – –
VAM
628
Vontobel Asset Management
New York
$260K -$3.02K -22 -1%
SFI
629
Siemens Fonds Invest
Germany
$259K +$259K +1,892 New
SG
630
StoneX Group
New York
$259K -$3.02K -22 -1%
PI
631
PFG Investments
New York
$259K +$259K +1,888 New
PWMG
632
Prestige Wealth Management Group
New Jersey
$256K +$252K +1,839 +6,568%
EBA
633
Eagle Bay Advisors
New York
$253K – – –
WSC
634
Wellington Shields & Co
New York
$252K – – –
SFG
635
SevenBridge Financial Group
Pennsylvania
$252K -$2.19K -16 -0.9%
CC
636
Centiva Capital
New York
$249K +$249K +1,818 New
CWA
637
Clearview Wealth Advisors
Oregon
$248K -$3.29K -24 -1%
MAS
638
Meeder Advisory Services
Ohio
$248K +$17K +124 +7%
LA
639
Latitude Advisors
Florida
$247K -$21.9K -160 -8%
FA
640
FDx Advisors
Illinois
$246K -$40.5K -296 -14%
VSQM
641
V-Square Quantitative Management
Illinois
$246K – – –
JIC
642
Joel Isaacson & Co
New York
$243K +$411 +3 +0.2%
BCG
643
Breakwater Capital Group
New Jersey
$243K -$12.8K -90 -5%
HWM
644
HB Wealth Management
Georgia
$242K +$3.7K +27 +2%
SWM
645
SeaCrest Wealth Management
New York
$239K -$72.3K -523 -23%
EF
646
Empowered Funds
Pennsylvania
$238K +$238K +1,739 New
CI
647
Cigna Investments
Connecticut
$238K -$7.55K -55 -3%
MM
648
MQS Management
New York
$236K +$236K +1,721 New
FAG
649
Fortitude Advisory Group
Washington
$234K +$548 +4 +0.2%
QCM
650
QRG Capital Management
Illinois
$232K +$232K +1,693 New
24 25
26
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