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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 %
HFM
701
Hartford Financial Management
Connecticut
$158K -$14.7K -107 -9%
FDCDDQ
702
Federation des caisses Desjardins du Quebec
Quebec, Canada
$158K – – –
AF
703
Allworth Financial
California
$145K +$5.07K +37 +4%
BWM
704
Baystate Wealth Management
Massachusetts
$143K +$28.8K +210 +25%
JWA
705
JFS Wealth Advisors
Pennsylvania
$140K -$1.1K -8 -0.8%
C
706
Covestor
United Kingdom
$137K +$38.5K +282 +39%
PCMC
707
Planning Capital Management Corporation
Pennsylvania
$124K +$124K +902 New
BTI
708
Blue Trust Inc
Georgia
$121K +$98.5K +776 +438%
EWA
709
EverSource Wealth Advisors
Alabama
$111K +$3.02K +22 +3%
QCG
710
Quadrant Capital Group
Ohio
$111K -$42.6K -311 -28%
TWM
711
Tradition Wealth Management
Minnesota
$102K +$1.23K +9 +1%
SAM
712
Shell Asset Management
Netherlands
$100K -$30K -220 -23%
HFM
713
Harvest Fund Management
China
$99K – – –
PTC
714
Private Trust Company
Ohio
$93.6K -$2.74K -20 -3%
LFA
715
Level Financial Advisors
New York
$91.4K -$1.37K -10 -1%
CWM
716
Compass Wealth Management
Connecticut
$91.3K – – –
WBC
717
Westpac Banking Corp
Australia
$88K +$43K +314 +96%
VAG
718
VisionPoint Advisory Group
Texas
$87.9K +$137 +1 +0.2%
LC
719
Lindbrook Capital
California
$84.7K +$6.58K +48 +8%
PFBT
720
Parkside Financial Bank & Trust
Missouri
$80.1K +$16.6K +121 +26%
JGIA
721
Jackson Grant Investment Advisers
Connecticut
$77.9K -$10.1K -74 -12%
OAJ
722
Ogorek Anthony Joseph
New York
$75K – – –
AFWM
723
Abich Financial Wealth Management
Virginia
$72.2K +$72.2K +527 New
T
724
TOBAM
France
$71K -$120K -867 -63%
ZB
725
Zions Bancorporation
Utah
$69.4K +$274 +2 +0.4%
27 28
29
30 31