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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 %
WA
676
WBH Advisory
Maryland
$209K +$209K +1,522 New
SPC
677
Sigma Planning Corp
Michigan
$207K -$118K -862 -36%
CAM
678
CenterStar Asset Management
Illinois
$207K +$207K +1,512 New
FNBOO
679
First National Bank of Omaha
Nebraska
$207K +$207K +1,510 New
FWCM
680
Ferguson Wellman Capital Management
Oregon
$206K -$98.7K -720 -32%
DAM
681
Deltec Asset Management
New York
$206K +$206K +1,500 New
SA
682
Sicart Associates
New York
$206K +$206K +1,500 New
PCM
683
Penserra Capital Management
California
$205K -$41K -301 -17%
SVWAG
684
Sound View Wealth Advisors Group
Georgia
$205K -$12.3K -90 -6%
PCMC
685
Paragon Capital Management (Colorado)
Colorado
$203K -$51.3K -374 -20%
JF
686
Jump Financial
Illinois
$203K +$203K +1,478 New
AWCI
687
Alpine Woods Capital Investors
New York
$202K +$202K +1,475 New
MFG
688
Merit Financial Group
Georgia
$200K +$200K +1,463 New
GWS
689
Glassman Wealth Services
Virginia
$200K +$3.43K +25 +2%
LFA
690
LGT Financial Advisors
Texas
$194K +$3.02K +22 +2%
FDCP
691
Foster Dykema Cabot & Partners
Massachusetts
$187K +$187K +1,363 New
DGAM
692
Desjardins Global Asset Management
Quebec, Canada
$180K -$15.3K -112 -8%
HCM
693
Highlander Capital Management
New Jersey
$180K – – –
GRP
694
Global Retirement Partners
California
$175K -$3.94K -30 -2%
BCV
695
Banque Cantonale Vaudoise
Switzerland
$174K -$149K -1,086 -46%
WTA
696
Washington Trust Advisors
Massachusetts
$170K – – –
GI
697
GAMMA Investing
California
$169K +$169K +1,227 New
SSB
698
Sandy Spring Bank
Maryland
$169K – – –
FMTCOCP
699
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$164K -$8.78K -64 -5%
LWCFA
700
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$160K – – –
26 27
28
29 30