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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 %
OWA
676
One Wealth Advisors
California
$226K -$873 -6 -0.4%
SS
677
Sunbelt Securities
Texas
$224K +$189K +1,302 +540%
AAG
678
Armstrong Advisory Group
Massachusetts
$224K – – –
GI
679
GAMMA Investing
California
$223K +$44.7K +307 +25%
FWCM
680
Ferguson Wellman Capital Management
Oregon
$222K +$3.35K +23 +2%
DAM
681
Deltec Asset Management
New York
$218K – – –
SA
682
Sicart Associates
New York
$218K – – –
GWMR
683
GC Wealth Management RIA
Massachusetts
$218K +$218K +1,497 New
PCMC
684
Paragon Capital Management (Colorado)
Colorado
$217K +$1.75K +12 +0.8%
BP
685
Ballentine Partners
Massachusetts
$216K +$216K +1,484 New
SWM
686
SeaCrest Wealth Management
New York
$215K -$36.4K -250 -14%
GWM
687
GSB Wealth Management
Connecticut
$214K +$214K +1,471 New
WA
688
WBH Advisory
Maryland
$213K -$7.85K -54 -4%
HT
689
Headlands Technologies
Illinois
$213K +$213K +1,465 New
AWCI
690
Alpine Woods Capital Investors
New York
$213K – – –
TF
691
Tompkins Financial
New York
$212K -$18.8K -129 -8%
APP
692
Avantax Planning Partners
Iowa
$212K +$212K +1,460 New
SMC
693
Smith, Moore & Co
Missouri
$210K +$210K +1,444 New
FF
694
Farrell Financial
New York
$210K +$210K +1,444 New
BMCM
695
Burns Matteson Capital Management
New York
$207K +$207K +1,424 New
ONST
696
Old North State Trust
North Carolina
$206K +$206K +1,418 New
PPW
697
Pasadena Private Wealth
California
$206K +$206K +1,416 New
WTA
698
Washington Trust Advisors
Massachusetts
$203K +$23.3K +160 +13%
SVWAG
699
Sound View Wealth Advisors Group
Georgia
$203K -$14.4K -99 -7%
CFG
700
Citizens Financial Group
Rhode Island
$203K +$203K +1,382 New
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