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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 %
IFAM
801
Institutional & Family Asset Management
Colorado
$11.7K +$411 +3 +4%
DAM
802
Delta Asset Management
Tennessee
$10.8K – – –
BGAI
803
Bruce G. Allen Investments
Colorado
$10.7K +$10.7K +78 New
TAM
804
Tucker Asset Management
Colorado
$9.32K – – –
GBT
805
Grove Bank & Trust
Florida
$9.18K – – –
AF
806
Advisornet Financial
Minnesota
$9.18K +$3.56K +26 +63%
GKIM
807
GW&K Investment Management
Massachusetts
$9K -$692 -5 -7%
CAL
808
Capital Advisors Ltd
Ohio
$9K +$1.69K +12 +23%
VWM
809
Venturi Wealth Management
Texas
$8.36K +$3.29K +24 +65%
CT
810
Clearstead Trust
Maine
$8.09K – – –
PVH
811
Psagot Value Holdings
Israel
$8K +$8K +58 New
DIP
812
DT Investment Partners
Pennsylvania
$7.91K – – –
FFA
813
Frazier Financial Advisors
Ohio
$7.68K +$7.68K +56 New
CFB
814
Cullen/Frost Bankers
Texas
$7.35K -$178K -1,308 -96%
PP
815
PFS Partners
New Jersey
$7.27K – – –
RTL
816
Red Tortoise LLC
Georgia
$7.13K – – –
TFGT
817
TS Financial Group (TSFG)
Illinois
$7K – – –
HCP
818
Hexagon Capital Partners
Arkansas
$6.99K -$4.11K -30 -37%
CAM
819
Costello Asset Management
Pennsylvania
$6.85K +$685 +5 +11%
ODG
820
O'Dell Group
Ohio
$6.85K +$6.85K +50 New
WIM
821
Westside Investment Management
California
$6.44K – – –
Kayne Anderson Rudnick Investment Management
822
Kayne Anderson Rudnick Investment Management
California
$6.41K +$6.41K +46 New
AWM
823
AllSquare Wealth Management
New York
$6.31K – – –
NA
824
Nordwand Advisors
Pennsylvania
$6.17K +$6.17K +45 New
AIM
825
Anchor Investment Management
South Carolina
$6.03K – – –
31 32
33
34 35