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M&T Bank
MTB

Overview Fund Activity

824 hedge funds and large institutions have $17.2B invested in M&T Bank in 2023 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 277 increasing their positions, 326 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
824
Holders Change
+3
Holders Change %
+0.37%
% of All Funds
13%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
87
Increased
277
Reduced
326
Closed
81
Calls
$185M
Puts
$648M
Net Calls
-$463M
Net Calls Change
-$421M

Top Buyers

1
LSV Asset Management
1
LSV Asset Management
Illinois
$83.9M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.04B
3
Barclays
3
Barclays
United Kingdom
$103M
4
Invesco
4
Invesco
Georgia
$519M
5
Morgan Stanley
5
Morgan Stanley
New York
$419M

Top Sellers

1
Ninety One (UK)
1
Ninety One (UK)
United Kingdom
$0
2
Adage Capital Partners
2
Adage Capital Partners
Massachusetts
$20.5M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$681K
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.43B
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$1.84B
Name Holding Trade Value Shares
Change 		Shares
Change %
CWC
801
Carolinas Wealth Consulting
North Carolina
$1.73K -$495 -4 -22%
BIA
802
Bell Investment Advisors
California
$1.49K +$495 +4 +50%
GI
803
Gradient Investments
Minnesota
$1.49K -$371 -3 -20%
NCM
804
Northwest Capital Management
Oregon
$1.49K +$1.49K +12 New
SIC
805
SJS Investment Consulting
Ohio
$1.36K +$124 +1 +10%
DI
806
Disciplined Investments
Oklahoma
$1.24K -$371 -3 -23%
TFA
807
Toth Financial Advisory
Virginia
$1.24K +$1.24K +10 New
CA
808
Centerpoint Advisors
Massachusetts
$1K – – –
SF
809
Safeguard Financial
Wisconsin
$1K +$1K +3 New
BG
810
Bollard Group
Massachusetts
$1K +$1K +10 New
DWA
811
Delos Wealth Advisors
Texas
$991 – – –
ME
812
McIlrath & Eck
Washington
$866 – – –
RWPA
813
Richard W. Paul & Associates
Michigan
$866 – – –
MTIC
814
Missouri Trust & Investment Company
Missouri
$743 +$743 +6 New
NECFA
815
New England Capital Financial Advisors
Connecticut
$731 – – –
TFP
816
Tilia Fiduciary Partners
North Carolina
$619 – – –
MRCM
817
M&R Capital Management
New Jersey
$618 – – –
ACA
818
Atlas Capital Advisors
Wyoming
$618 – – –
VWM
819
Venturi Wealth Management
Texas
$372 +$372 +3 New
HWP
820
Highline Wealth Partners
California
$248 +$248 +2 New
MHR
821
Matthew Hamilton Rosenberg
$124 -$37.9K -306 -100%
TWP
822
TFO Wealth Partners
Ohio
$124 – – –
Comerica Bank
823
Comerica Bank
Texas
$6 +$6 +36,908 New
Ninety One (UK)
824
Ninety One (UK)
United Kingdom
– -$84M -702,680 Closed
CIM
825
Confluence Investment Management
Missouri
– -$14.8M -123,385 Closed
31 32
33
34 35