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Bank of Montreal

361 hedge funds and large institutions have $22.6B invested in Bank of Montreal in 2014 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 128 increasing their positions, 130 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
361
Holders Change
+7
Holders Change %
+1.98%
% of All Funds
10.38%
Holding in Top 10
25
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.72%
New
33
Increased
128
Reduced
130
Closed
24
Calls
$224M
Puts
$138M
Net Calls
+$85.8M
Net Calls Change
-$5.99M
Name Holding Trade Value Shares
Change
Shares
Change %
TCOV
226
Trust Company of Vermont
Vermont
$553K +$11.8K +160 +2%
VOYA Investment Management
227
VOYA Investment Management
Georgia
$547K -$316K -4,284 -37%
BFS
228
Baskin Financial Services
Ontario, Canada
$544K -$42K -570 -7%
SBH
229
Segall Bryant & Hamill
Illinois
$512K -$155K -2,106 -23%
BC
230
Brookfield Corp
Ontario, Canada
$500K
BAM
231
Burgundy Asset Management
Ontario, Canada
$493K -$611K -8,300 -55%
NL
232
NWAM LLC
Washington
$489K -$48K -652 -9%
MPI
233
Mairs & Power Inc
Minnesota
$488K -$221K -3,000 -31%
MBI
234
Montrusco Bolton Investments
Quebec, Canada
$468K
DADC
235
D.A. Davidson & Co
Montana
$453K -$11.7K -160 -3%
Citadel Advisors
236
Citadel Advisors
Florida
$445K -$63.4K -862 -12%
AIA
237
Avalon Investment & Advisory
Texas
$434K -$31.2K -423 -7%
SC
238
Savant Capital
Illinois
$424K -$3.24K -44 -0.8%
MIC
239
MU Investments Company
Japan
$419K -$36.8K -500 -8%
JIC
240
Johnson Investment Counsel
Ohio
$416K
NPC
241
National Planning Corporation
California
$414K -$10.4K -141 -2%
KJHP
242
K.J. Harrison & Partners
Ontario, Canada
$406K -$1.4K -19 -0.3%
CB
243
Chemical Bank
Michigan
$390K +$22.1K +300 +6%
BFEC
244
Benjamin F. Edwards & Company
Missouri
$379K
NPPM
245
North Point Portfolio Managers
Ohio
$376K
OWD
246
Osborn Williams & Donohoe
Ohio
$374K
RHBC
247
R.H. Bluestein & Co
Michigan
$368K
FWIA
248
Fort Washington Investment Advisors
Ohio
$360K +$43.1K +585 +14%
NES
249
New England Securities
New York
$352K +$42.7K +581 +14%
Prudential Financial
250
Prudential Financial
New Jersey
$351K