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Bank of Montreal

430 hedge funds and large institutions have $20.3B invested in Bank of Montreal in 2019 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 140 increasing their positions, 138 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
430
Holders Change
-13
Holders Change %
-2.93%
% of All Funds
9.44%
Holding in Top 10
19
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-26.92%
% of All Funds
0.42%
New
37
Increased
140
Reduced
138
Closed
46
Calls
$366M
Puts
$277M
Net Calls
+$89M
Net Calls Change
+$82.1M
Name Holding Trade Value Shares
Change
Shares
Change %
Simplex Trading
226
Simplex Trading
Illinois
$754K +$754K +10,236 New
SGI
227
Summit Global Investments
Utah
$721K +$70.4K +955 +11%
Creative Planning
228
Creative Planning
Kansas
$692K +$104K +1,405 +18%
CI
229
Cigna Investments
Connecticut
$687K
NA
230
Neuburgh Advisers
California
$657K +$4.87K +68 +0.7%
IIM
231
Ipswich Investment Management
Massachusetts
$649K
DADC
232
D.A. Davidson & Co
Montana
$621K -$6.57K -89 -1%
Mercer Global Advisors
233
Mercer Global Advisors
Colorado
$621K +$10.7K +145 +2%
JAM
234
JCIC Asset Management
Ontario, Canada
$620K -$2.95K -40 -0.5%
AAM
235
Advisors Asset Management
Colorado
$618K -$132K -1,785 -18%
PA
236
Probity Advisors
Texas
$618K +$70.5K +955 +13%
William Blair & Company
237
William Blair & Company
Illinois
$609K -$25.2K -341 -4%
BB
238
Busey Bank
Illinois
$591K +$36.9K +500 +7%
BAM
239
Blueshift Asset Management
New Jersey
$577K +$577K +7,818 New
WAM
240
World Asset Management
Michigan
$568K -$114K -1,539 -17%
DMIC
241
Dixon Mitchell Investment Counsel
British Columbia, Canada
$568K -$55.8K -757 -9%
ST
242
Smithfield Trust
Pennsylvania
$567K
RHBC
243
R.H. Bluestein & Co
Michigan
$553K
CGA
244
Crescent Grove Advisors
Illinois
$550K +$3.83K +52 +0.7%
FCM
245
Flinton Capital Management
Pennsylvania
$541K +$4.01K +56 +0.7%
ABC
246
Associated Banc-Corp
Wisconsin
$540K -$46.9K -635 -8%
DTL
247
Dynamic Technology Lab
Singapore
$540K +$540K +7,319 New
Luther King Capital Management (LKCM)
248
Luther King Capital Management (LKCM)
Texas
$526K -$9.08K -123 -2%
CIA
249
CSat Investment Advisory
Michigan
$516K +$226K +3,070 +78%
NL
250
NWAM LLC
Washington
$507K