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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 %
AW
851
Avion Wealth
Texas
$2K +$250 +2 +14%
CWC
852
Carolinas Wealth Consulting
North Carolina
$1.92K – – –
FIM
853
FWL Investment Management
Texas
$1.92K +$1.92K +14 New
MA
854
MCF Advisors
Kentucky
$1.78K +$1.78K +13 New
DF
855
Dunhill Financial
United Kingdom
$1.67K +$1.67K +12 New
FGAM
856
Financial Gravity Asset Management
Texas
$1.67K +$771 +6 +86%
NCM
857
Northwest Capital Management
Oregon
$1.65K – – –
JFGIW
858
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.37K +$1.37K +10 New
GI
859
Gradient Investments
Minnesota
$1.23K – – –
DPW
860
DiNuzzo Private Wealth
Pennsylvania
$1.23K +$1.23K +9 New
FCA
861
FinTrust Capital Advisors
South Carolina
$1.1K -$3.15K -23 -74%
SIC
862
SJS Investment Consulting
Ohio
$1.1K -$686 -5 -38%
DWA
863
Delos Wealth Advisors
Texas
$1.1K – – –
TCWA
864
Turtle Creek Wealth Advisors
Texas
$1.1K +$1.1K +8 New
CAL
865
Capital Analysts LLC
Pennsylvania
$1K +$1K +7 New
ME
866
McIlrath & Eck
Washington
$960 – – –
IHWM
867
Iron Horse Wealth Management
Iowa
$960 – – –
PIM
868
Plato Investment Management
Australia
$959 +$959 +7 New
LFG
869
Larson Financial Group
Missouri
$822 -$6.3K -46 -88%
GFPC
870
Global Financial Private Client
Florida
$685 – – –
MRCM
871
M&R Capital Management
New Jersey
$685 – – –
ACA
872
Atlas Capital Advisors
Wyoming
$685 – – –
IWA
873
IBEX Wealth Advisors
New Jersey
$519 -$490K -3,779 -100%
EWM
874
Evermay Wealth Management
Virginia
$412 +$412 +3 New
DFA
875
DHJJ Financial Advisors
Illinois
$275 – – –
33 34
35
36 37