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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 %
Natixis Advisors
251
Natixis Advisors
Massachusetts
$346K +$79.4K +1,080 +30%
VanEck Associates
252
VanEck Associates
New York
$338K +$21.7K +295 +7%
WTNA
253
Wilmington Trust National Association
Delaware
$335K +$17.2K +233 +5%
KFC
254
Klingenstein Fields & Co
New York
$330K +$330K +4,483 New
ONB
255
Old National Bancorp
Indiana
$316K +$316K +4,290 New
FMBTD
256
First Midwest Bank Trust Division
Illinois
$311K -$4.42K -60 -1%
LNWWM
257
Laird Norton Wetherby Wealth Management
California
$310K -$4.93K -67 -2%
ACP
258
Ashfield Capital Partners
California
$304K +$304K +4,125 New
QI
259
QS Investors
New York
$302K -$118K -1,600 -28%
SBWIC
260
Schaper Benz & Wise Investment Counsel
Wisconsin
$300K -$3.1K -42 -1%
BOS
261
Bank of Stockton
California
$298K -$5.52K -75 -2%
Nomura Asset Management
262
Nomura Asset Management
Japan
$295K +$295K +3,900 New
ST
263
Spot Trading
Illinois
$295K +$295K +4,005 New
HI
264
Hudock Inc
Pennsylvania
$291K +$99.5K +1,350 +52%
PTC
265
Private Trust Company
Ohio
$289K +$63.9K +869 +28%
CAM
266
Columbia Asset Management
Michigan
$288K +$45.6K +620 +19%
HJA
267
Hugh Johnson Advisors
New York
$281K -$4.93K -67 -2%
BO
268
Bank OZK
Arkansas
$279K -$10.3K -140 -4%
LPT
269
Legacy Private Trust
Wisconsin
$277K +$277K +3,758 New
LFG
270
LifePlan Financial Group
Ohio
$273K
GA
271
Geneva Advisors
Illinois
$269K
Creative Planning
272
Creative Planning
Kansas
$258K -$72.2K -981 -22%
MJP
273
Michael J. Puzo
$258K
DWT
274
Dorsey & Whitney Trust
South Dakota
$258K
DHFB
275
Dixon Hubard Feinour & Brown
Virginia
$257K