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Bank of Montreal

379 hedge funds and large institutions have $20.1B invested in Bank of Montreal in 2016 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 118 increasing their positions, 125 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
379
Holders Change
+10
Holders Change %
+2.71%
% of All Funds
10.13%
Holding in Top 10
23
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-20.69%
% of All Funds
0.61%
New
44
Increased
118
Reduced
125
Closed
31
Calls
$205M
Puts
$86.9M
Net Calls
+$119M
Net Calls Change
-$29.2M
Name Holding Trade Value Shares
Change
Shares
Change %
FBFS
251
First Business Financial Services
Wisconsin
$334K
RHBC
252
R.H. Bluestein & Co
Michigan
$317K
Two Sigma Advisers
253
Two Sigma Advisers
New York
$313K -$1.56M -24,568 -83%
JPMPWA
254
J.P. Morgan Private Wealth Advisors
California
$312K -$166K -2,626 -35%
OWD
255
Osborn Williams & Donohoe
Ohio
$311K
Prudential Financial
256
Prudential Financial
New Jersey
$302K
PAG
257
Private Advisor Group
New Jersey
$301K +$60.4K +949 +25%
DWT
258
Dorsey & Whitney Trust
South Dakota
$295K -$31.7K -500 -10%
TU
259
TDAM USA
Ontario, Canada
$292K -$91.7K -1,454 -24%
HAG
260
HighPoint Advisor Group
Illinois
$290K +$290K +4,533 New
PWLP
261
Prio Wealth Limited Partnership
Massachusetts
$287K -$38K -600 -12%
EVM
262
Eaton Vance Management
Massachusetts
$285K
CFN
263
Cordasco Financial Network
Florida
$279K -$55.1K -870 -16%
HPC
264
HM Payson & Co
Maine
$278K
B
265
Barings
North Carolina
$273K +$273K +4,300 New
NB
266
Nicolet Bankshares
Wisconsin
$267K +$22.2K +351 +9%
SC
267
Savant Capital
Illinois
$265K -$12.3K -194 -4%
HJA
268
Hugh Johnson Advisors
New York
$264K +$15.5K +244 +6%
NAMA
269
Nikko Asset Management Americas
New York
$263K
SMC
270
Smith, Moore & Co
Missouri
$263K +$263K +4,143 New
SI
271
SII Investments
Wisconsin
$262K +$31.8K +502 +14%
NPC
272
National Planning Corporation
California
$257K +$5.23K +83 +2%
KFC
273
Klingenstein Fields & Co
New York
$249K -$15.8K -250 -6%
RBC
274
Ronald Blue & Co
Georgia
$248K +$248K +3,919 New
LPT
275
Legacy Private Trust
Wisconsin
$247K