MTB icon

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 %
Axa
651
Axa
France
$231K +$3.29K +24 +1%
BCM
652
Brown Capital Management
Maryland
$231K – – –
TCA
653
Transcend Capital Advisors
New Jersey
$230K -$685 -5 -0.3%
IWM
654
IHT Wealth Management
Illinois
$230K -$49.1K -358 -18%
HPC
655
HM Payson & Co
Maine
$227K -$75.5K -551 -25%
PCIA
656
Prime Capital Investment Advisors
Kansas
$227K +$227K +1,654 New
KWM
657
Kingsview Wealth Management
Oregon
$226K -$2.19K -16 -1%
S
658
SignatureFD
Georgia
$226K +$16.3K +119 +8%
AC
659
Avestar Capital
New York
$224K -$113K -827 -34%
AAG
660
Armstrong Advisory Group
Massachusetts
$224K – – –
CFO
661
Collective Family Office
Pennsylvania
$223K +$137 +1 +0.1%
NPFS
662
Novak & Powell Financial Services
Florida
$221K +$221K +1,612 New
PCM
663
Princeton Capital Management
New Jersey
$221K +$2.33K +17 +1%
SCM
664
Semanteon Capital Management
Massachusetts
$221K +$221K +1,609 New
ASN
665
Advisory Services Network
Georgia
$220K +$3.29K +24 +2%
BBA
666
BLB&B Advisors
Pennsylvania
$220K -$51K -372 -19%
TF
667
Tompkins Financial
New York
$218K +$149K +1,090 +218%
SIC
668
Sterling Investment Counsel
New York
$218K -$29.3K -214 -12%
LNWWM
669
Laird Norton Wetherby Wealth Management
California
$216K -$49.8K -363 -19%
MAG
670
MRA Advisory Group
New Jersey
$215K -$110K -803 -34%
OWA
671
One Wealth Advisors
California
$214K +$214K +1,563 New
Empower Advisory Group
672
Empower Advisory Group
Colorado
$213K +$213K +1,555 New
ACA
673
Aptus Capital Advisors
Alabama
$210K -$15.2K -111 -7%
LA
674
Legacy Advisors
Pennsylvania
$210K +$210K +1,529 New
PPWP
675
Premier Path Wealth Partners
New Jersey
$209K +$209K +1,590 New
25 26
27
28 29