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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 %
UM
726
UniSuper Management
Australia
$68.7K +$68.7K +501 New
AA
727
Alta Advisers
United Kingdom
$68.5K – – –
MFC
728
Mechanics Financial Corp
Ohio
$68.5K – – –
MMG
729
Monetary Management Group
Missouri
$68.5K – – –
RIM
730
Rockbridge Investment Management
New York
$67.7K +$67.7K +494 New
CI Investments Inc
731
CI Investments Inc
Ontario, Canada
$67K -$444K -3,234 -87%
CWP
732
Concord Wealth Partners
Virginia
$59.1K -$26.1K -190 -31%
JWM
733
Janiczek Wealth Management
Colorado
$58.9K -$18.2K -133 -24%
RIM
734
Rakuten Investment Management
Japan
$56.7K +$56.7K +410 New
MSFP
735
Mark Sheptoff Financial Planning
Connecticut
$56.5K +$49.3K +359 +677%
RAM
736
Riggs Asset Management
Pennsylvania
$56.1K +$685 +5 +1%
MWM
737
Mascoma Wealth Management
New Hampshire
$55K +$28.3K +206 +106%
HBW
738
Hazlett, Burt & Watson
West Virginia
$54K – – –
PPC
739
Park Place Capital
Alabama
$52.4K -$69K -503 -57%
DMBA
740
Deseret Mutual Benefit Administrators
Utah
$50K -$7.13K -52 -12%
WB
741
Webster Bank
Connecticut
$47.6K +$34.3K +250 +258%
FCAS
742
First Command Advisory Services
Texas
$47.3K – – –
CHA
743
Carmichael Hill & Associates
Maryland
$45.8K – – –
SWA
744
SOA Wealth Advisors
New York
$45.4K +$274 +2 +0.6%
HIA
745
Harbor Investment Advisory
Maryland
$44.6K – – –
AWM
746
Avior Wealth Management
Nebraska
$44K -$411 -3 -0.9%
PMFA
747
Plante Moran Financial Advisors
Michigan
$42.5K – – –
TFM
748
TFC Financial Management
Massachusetts
$42.4K -$548 -4 -1%
Parallax Volatility Advisers
749
Parallax Volatility Advisers
California
$40.9K -$40K -292 -49%
CA
750
Clearstead Advisors
Ohio
$40.9K -$37.3K -272 -48%
28 29
30
31 32