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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
$896M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$959M
3
State Street
State Street
Massachusetts
$1.25B
4
MMH
Menora Mivtachim Holdings
Israel
$76.6M
5
SCM
Smead Capital Management
Arizona
$59.4M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.02B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$1.83B
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$335M
4
Barclays
Barclays
United Kingdom
$95.1M
5
AssetMark Inc
AssetMark Inc
California
$4.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
MHR
826
Matthew Hamilton Rosenberg
$5.76K +$5.62K +41 +4,100%
CJ
827
Caitlin John
Michigan
$5.65K +$5.65K +41 New
CAS
828
Coppell Advisory Solutions
Texas
$5.62K -$2.19K -16 -28%
SRCM
829
Signature Resources Capital Management
California
$5.62K +$5.62K +41 New
NECFA
830
New England Capital Financial Advisors
Connecticut
$5.08K – – –
BCWM
831
Bartlett & Co Wealth Management
Ohio
$5.03K – – –
BC
832
Bartlett & Co
Ohio
$5K – – –
CMP
833
Coston McIsaac & Partners
Maine
$5K +$119 +1 +2%
FMP
834
Financial Management Professionals
Texas
$5K +$4.46K +33 +825%
FWM
835
FSA Wealth Management
Massachusetts
$5K +$5K +35 New
RIL
836
Rothschild Investment LLC
Illinois
$4.94K +$4.94K +36 New
CB
837
Centennial Bank
Arkansas
$4.8K – – –
OSNBOA
838
Old Second National Bank of Aurora
Illinois
$4.66K – – –
HWM
839
HighMark Wealth Management
Minnesota
$4.52K – – –
CT
840
Colonial Trust
South Carolina
$3.98K +$1.37K +10 +53%
PP
841
Paloma Partners
Connecticut
$3.29K +$685 +5 +26%
BCPWM
842
Bradley & Co Private Wealth Management
Florida
$3.02K – – –
S
843
Sachetta
Massachusetts
$2.88K +$2.88K +21 New
BIA
844
Bell Investment Advisors
California
$2.88K -$685 -5 -19%
CTA
845
Colonial Trust Advisors
South Carolina
$2.88K – – –
BWL
846
Bogart Wealth LLC
Virginia
$2.74K -$6.03K -44 -69%
AWM
847
Abound Wealth Management
Tennessee
$2.61K -$412 -3 -14%
MCM
848
Manchester Capital Management
Vermont
$2.61K +$2.61K +19 New
LF
849
Lee Financial
Texas
$2.47K – – –
GWMIA
850
Global Wealth Management Investment Advisory
Florida
$2.33K – – –
32 33
34
35 36