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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 %
CCA
701
Checchi Capital Advisers
California
$202K +$202K +1,390 New
RCA
702
Resonant Capital Advisors
Wisconsin
$202K +$202K +1,390 New
UB
703
Umpqua Bank
Oregon
$202K +$202K +1,387 New
DA
704
Duality Advisers
Florida
$201K +$201K +1,383 New
ATC
705
Argent Trust Co
Tennessee
$200K +$200K +1,378 New
FDCP
706
Foster Dykema Cabot & Partners
Massachusetts
$198K – – –
LFA
707
LGT Financial Advisors
Texas
$198K -$8.29K -57 -4%
CIBC Private Wealth Group
708
CIBC Private Wealth Group
Georgia
$196K +$196K +1,370 New
GRP
709
Global Retirement Partners
California
$192K -$2.47K -17 -1%
HCM
710
Highlander Capital Management
New Jersey
$191K – – –
HPC
711
HM Payson & Co
Maine
$186K -$54.5K -375 -23%
T
712
TOBAM
France
$181K +$106K +732 +142%
SSB
713
Sandy Spring Bank
Maryland
$180K – – –
EWA
714
EverSource Wealth Advisors
Alabama
$179K +$62.4K +432 +53%
FMTCOCP
715
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$174K – – –
LWCFA
716
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$168K – – –
HFM
717
Hartford Financial Management
Connecticut
$167K – – –
AF
718
Allworth Financial
California
$160K +$6.69K +46 +4%
BTI
719
Blue Trust Inc
Georgia
$155K +$16.9K +116 +12%
JWA
720
JFS Wealth Advisors
Pennsylvania
$147K -$1.16K -8 -0.8%
C
721
Covestor
United Kingdom
$143K -$3.51K -24 -2%
PCMC
722
Planning Capital Management Corporation
Pennsylvania
$132K +$1.16K +8 +0.9%
QCG
723
Quadrant Capital Group
Ohio
$126K +$8.58K +59 +7%
CI Investments Inc
724
CI Investments Inc
Ontario, Canada
$117K +$45.9K +315 +65%
AFWM
725
Abich Financial Wealth Management
Virginia
$115K +$38.3K +263 +50%
27 28
29
30 31