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Bank of Montreal

348 hedge funds and large institutions have $18.9B invested in Bank of Montreal in 2015 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 129 increasing their positions, 116 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
348
Holders Change
-18
Holders Change %
-4.92%
% of All Funds
9.28%
Holding in Top 10
23
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-20.69%
% of All Funds
0.61%
New
40
Increased
129
Reduced
116
Closed
50
Calls
$181M
Puts
$91.5M
Net Calls
+$89.4M
Net Calls Change
+$56.9M
Name Holding Trade Value Shares
Change
Shares
Change %
LTFS
251
Ladenburg Thalmann Financial Services
Florida
$288K +$124K +2,079 +76%
GA
252
Geneva Advisors
Illinois
$287K
Prudential Financial
253
Prudential Financial
New Jersey
$286K
SC
254
Savant Capital
Illinois
$284K -$60.6K -1,012 -18%
LNWWM
255
Laird Norton Wetherby Wealth Management
California
$278K +$10.4K +174 +4%
KFC
256
Klingenstein Fields & Co
New York
$269K
NERM
257
New England Research & Management
Illinois
$265K +$13.5K +225 +5%
PAI
258
Pittenger & Anderson Inc
Nebraska
$264K -$210K -3,500 -44%
MIC
259
MU Investments Company
Japan
$262K -$20.7K -350 -7%
TRCT
260
Tower Research Capital (TRC)
New York
$261K +$209K +3,477 +398%
Wellington Management Group
261
Wellington Management Group
Massachusetts
$260K
JPMPWA
262
J.P. Morgan Private Wealth Advisors
California
$258K -$22.3K -371 -8%
CAM
263
Columbia Asset Management
Michigan
$244K +$3.3K +55 +1%
LFG
264
LifePlan Financial Group
Ohio
$241K -$84.7K -1,414 -26%
FMBTD
265
First Midwest Bank Trust Division
Illinois
$241K
Walleye Trading
266
Walleye Trading
New York
$238K +$238K +3,970 New
HJA
267
Hugh Johnson Advisors
New York
$237K +$1.56K +26 +0.7%
Nomura Asset Management
268
Nomura Asset Management
Japan
$234K
SBWIC
269
Schaper Benz & Wise Investment Counsel
Wisconsin
$221K
MJP
270
Michael J. Puzo
$217K -$15K -250 -6%
JAM
271
JCIC Asset Management
Ontario, Canada
$215K -$27K -450 -11%
DHFB
272
Dixon Hubard Feinour & Brown
Virginia
$209K
Northwestern Mutual Wealth Management
273
Northwestern Mutual Wealth Management
Wisconsin
$208K +$959 +16 +0.5%
BBHC
274
Brown Brothers Harriman & Co
New York
$185K -$161K -2,685 -47%
SSB
275
Sandy Spring Bank
Maryland
$174K +$30K +500 +21%