MTB icon

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 %
TFGT
826
TS Financial Group (TSFG)
Illinois
$7K – – –
WIM
827
Westside Investment Management
California
$6.84K – – –
Kayne Anderson Rudnick Investment Management
828
Kayne Anderson Rudnick Investment Management
California
$6.81K – – –
AWM
829
AllSquare Wealth Management
New York
$6.69K – – –
AIM
830
Anchor Investment Management
South Carolina
$6.4K – – –
CMP
831
Coston McIsaac & Partners
Maine
$6K – – –
MHR
832
Matthew Hamilton Rosenberg
$5.87K -$143 -1 -2%
CJ
833
Caitlin John
Michigan
$5.85K -$146 -1 -2%
RIL
834
Rothschild Investment LLC
Illinois
$5.67K +$436 +3 +8%
SRCM
835
Signature Resources Capital Management
California
$5.62K – – –
NECFA
836
New England Capital Financial Advisors
Connecticut
$5.39K – – –
AF
837
Advisornet Financial
Minnesota
$5.24K -$4.51K -31 -46%
BCWM
838
Bartlett & Co Wealth Management
Ohio
$5.24K – – –
CB
839
Centennial Bank
Arkansas
$5.09K – – –
FWM
840
FSA Wealth Management
Massachusetts
$5.09K – – –
OSNBOA
841
Old Second National Bank of Aurora
Illinois
$4.95K – – –
PCWA
842
Pacific Capital Wealth Advisors
California
$4.65K +$4.65K +32 New
CT
843
Colonial Trust
South Carolina
$4.22K – – –
AW
844
Avion Wealth
Texas
$4K +$1.33K +8 +50%
CA
845
Continuum Advisory
Idaho
$3.82K +$3.82K +25 New
MCM
846
Manchester Capital Management
Vermont
$3.78K +$1.02K +7 +37%
JGIA
847
Jackson Grant Investment Advisers
Connecticut
$3.35K -$79.3K -545 -96%
HWM
848
HighMark Wealth Management
Minnesota
$3.35K +$1.54K +28 +85%
BCPWM
849
Bradley & Co Private Wealth Management
Florida
$3.2K – – –
BCMLT
850
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.2K +$3.2K +22 New
32 33
34
35 36